Job Description

Advisor Support Representative (Mutual Funds)
Key role in financial services focused on partner support, request resolution, and process optimization within 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-70K.
• Permanent full-time position.
• Flexible schedule with 2 remote workdays per week.
• 3 weeks of vacation, 5 sick days, 1 personal day, and 2 additional days off during the Christmas holidays.
• Comprehensive group insurance coverage, 50% employer-paid (medical, dental, health spending account, telemedicine, and employee assistance program).
• Employer contribution to an RRSP program.
• 20% reimbursement of OPUS transit card costs (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 located in the heart of downtown Montreal, accessible by public transportation.

Responsibilities:
• Manage incoming requests by phone and email while meeting established service standards.
• Build and maintain strong professional relationships through personalized and responsive service.
• Analyze client needs and provide appropriate solutions or redirect requests to the relevant teams.
• Resolve requests efficiently by accurately interpreting information.
• Follow up 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 applicable regulatory requirements.
• Maintain accurate and up-to-date documentation in CRM systems and tools.
• Identify continuous improvement opportunities and contribute to the optimization of internal processes.
• Collaborate actively with various teams to ensure smooth and efficient service delivery.

What you need to succeed:
• Bachelor’s degree or college diploma.
• 2 years of experience in a similar role, ideally within the financial services industry.
• Good understanding of registered and non-registered investment products.
• IFIC or CSC certification (a strong asset).
• Knowledge of MFDA and IIROC regulations considered an asset.
• Excellent verbal and written communication skills.
• Strong customer service orientation and ability to manage multiple priorities simultaneously.
• Strong problem-solving and organizational skills.
• Ability to thrive in a fast-paced environment while maintaining a high level of accuracy.
• Initiative, autonomy, and strong sense of responsibility.
• Excellent interpersonal skills and ability to work collaboratively within a team.
• Effective time management skills 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 located 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.

About Recruit Action inc.

Our mission:

Recruit Action provides quality recruitment services through support and a personalized approach for both job seekers and businesses.

Doing business with Recruit Action ensures:

• Peace of mind

• Professional, personalized, and courteous service

• Follow-ups according to your needs (daily or weekly)

• A partnership

• Working with passionate head hunters who have a thorough knowledge of the job market

• Service focused on quality

Our success is linked to the success of both our corporate clients and job seekers, whom we consider as partners.

• We offer a specialized service and we understand the needs of our customers.

• We recognize that today's market is complex and requires personalized services.

• We understand the importance for companies to hire a person who shares the organization's values.

• We understand the importance for job seekers to find the job that’s right for them in the long term.

Industry

HR & Recruiting

Company Size

11-50 employees

Headquarters

Montréal, CA

Year Founded

2009

Website

recruteaction.com

Social Media

*Advisor Support Representative (Mutual Funds)

Job Description

About Recruit Action inc.