Customer Service, support / Permanent, full time / Montréal, Québec / Remote / bilingual
Bilingual Advisor Support Specialist
Acting as the primary point of contact for iA Securities Head Office and Advisors across Canada, the Advisor Support Specialist is located in Montreal and provides assistance, guidance and direction in all areas of iA Securities’ operations.
Acting in a client services role between the retail sales force and Head Office;
Providing first level training and administration support by responding to and initiating contact, furnishing information regarding events, programs and new initiatives;
Playing a key role on special projects requiring effort and attention beyond their daily activities. These projects may include;
Systems Training & Support (Compass, Croesus, Univeris, Wealthlink);
Managing all in-bound calls and email inquiries from Advisors - Supporting Advisors to implement practice enhancing initiatives;
Pro-actively engaging with Advisors to support their business plans;
Encouraging the generation of new ideas and approaches;
Maintaining a high level of customer service;
Facilitating a culture of open and honest communication;
Actively participating and contributing to touch bases and team meetings.
We are looking for candidates with great client relations skills and excellent phone etiquette.
Our ideal candidate has a good understanding of financial services – brokerage, banking or mutual funds industries experience preferred;
Good computer skills – Windows, Excel, Word and Outlook;
CSC/CPH designation is an asset;
Experience in a client services, support capacity, operations or retail;
Candidates with industry experience with an IIROC/MFDA firm will be given priority;
General knowledge of Financial Services Back Office processing is a plus;
Since you will be communicating with French and English speaking customers, excellent communication skills, both written and spoken, in French and English are required
Ready to work in Flexible (shift) hours between 8am – 8pm, Monday to Friday.
Our employees are our best investment and we have much to offer them.
iA Financial Group is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.
With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.
At iA, we’re invested in you.
Our commitment to Diversity and Inclusion
At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.
Please note that if you need help or assistance to make the recruitment process more accessible for you, please contact us here. Someone from our team will be happy to assist you.