*bilingual Advisor Service Representative (investments)

Bilingual Advisor Service Representative (Investments)

A key role in financial services focused on supporting partners, resolving requests, and optimizing processes in a dynamic hybrid environment in Montreal. You will contribute to delivering fast, accurate, and personalized service while collaborating closely with multiple internal teams.

What is in it for you:

• Annual salary between 60K-65K.
• Permanent full-time position.
• Flexible schedule with 2 remote days per week.
• 3 weeks of vacation, 5 sick days, 1 personal day, and 2 days off at Christmas.
• Comprehensive group insurance, 50% employer-paid (medical, dental, health account, telemedicine, EAP).
• Employer contribution to a retirement savings plan (RRSP).
• 20% reimbursement on OPUS transit card (equivalent to 2 free months per year).
• Regular social activities focused on health, wellness, and community involvement.
• Professional development opportunities and internal career growth.
• Modern offices in the heart of downtown Montréal, easily accessible by public transit.

Responsibilities:

• Manage incoming requests by phone and email while meeting established service standards.
• Build and maintain strong professional relationships through responsive, personalized service.
• Analyze needs and provide appropriate solutions or redirect requests to the relevant teams.
• Resolve requests efficiently by interpreting information with accuracy and attention to detail.
• Ensure follow-ups with internal and external stakeholders until full resolution of cases.
• Escalate complex situations when required and ensure proper follow-up.
• Ensure compliance with internal policies and regulatory requirements.
• Maintain accurate and up-to-date documentation in CRM systems and tools.
• Identify opportunities for continuous improvement and contribute to process optimization.
• Actively collaborate with various teams to ensure seamless and efficient service delivery.

What you need to succeed:

• High school diploma required.
• 2-3 years of experience in a similar role, ideally in the financial services industry.
• Good understanding of registered and non-registered investment products.
• Knowledge of MFDA and IIROC regulations is an asset.
• Excellent verbal and written communication skills.
• Strong service orientation and ability to manage multiple priorities simultaneously.
• Strong problem-solving and organizational skills.
• Ability to work in a fast-paced environment with a high level of accuracy.
• Initiative, autonomy, and a strong sense of responsibility.
• Excellent interpersonal skills and ability to work in a team.
• Effective time management and ability to perform under pressure.
• Ability to communicate effectively in both French and English, verbally and in writing, with partners, internal teams, and stakeholders outside Quebec as part of request management and follow-ups.

Why Recruit Action?

Recruit Action (agency permit: AP-2504511) provides recruitment services through quality support and a personalized approach. As part of the screening process, some applications may be reviewed using artificial intelligence tools. Only candidates who meet the hiring criteria will be contacted.