Job Description:
Job title: Account Manager/Financial Advisor
Location: Montréal, QC H3C 1A3
Duration: 6 Months
Hybrid role: 4 days per week in the office
French and English required.
Active CSC Certificate Required.
Your Role:
• Understand the structure and procedures of the Mutual funds operations and/or registered plans (RRSP, RESP, TFSA etc.)
• Establish and maintain strong client relationships by coordinating efforts with various internal services and divisions of our bank.
• Ensure a high level of customer service is maintained with clients by keeping them informed of all new developments, products, and services related to their business needs.
• Ensure prompt and complete resolution of all client issues and recommend improvements to policies and procedures to continually enhance our service delivery.
• Act as a liaison with various operational sectors of BANK to ensure tasks are carried out proactively and in a timely manner.
• Organize regular meetings with clients, document ongoing operational and service issues regarding the client and BANK, investigate, track, and resolve.
• Provide clients with advice on BANK policies, procedures, and training that directly impact their firm.
• Provide process improvement recommendations that will enhance the overall business relationship with clients.
• Professionally represent BANK at client meetings and professional events.
Prerequisites:
• University degree with at least two years of experience in a brokerage or service role
• Knowledge of regulatory and operational aspects of the industry.
• Experience with registered plans (RESP, RRSP, RDSP etc)
• Active CSC (Canadian securities Course) Required.
• Highly motivated and enthusiastic individual with a positive attitude, capable of working in a high-volume, fast-paced environment.
• Strong interpersonal skills
• Strong oral and written communication skills