information technology (IT) analyst
Title posted on Talent.com - *Investment Advisor Services Specialist (Investments)
Posted on April 22, 2026 by Employer details Recrute Action
Job details
<span id="spandesc"><div><b>Investment Advisor Services Specialist (Investments)</b><b><br/></b></div><div><br/></div><div>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.<br/></div><div><br/></div><div><b>What is in it for you:</b><b><br/></b></div><div><br/></div><div>? Annual salary between 60K-70K.<br/></div><div>? Permanent full-time position.<br/></div><div>? Flexible schedule with 2 remote days per week.<br/></div><div>? 3 weeks of vacation, 5 sick days, 1 personal day, and 2 days off at Christmas.<br/></div><div>? Comprehensive group insurance, 50% employer-paid (medical, dental, health account, telemedicine, EAP).<br/></div><div>? Employer contribution to a retirement savings plan (RRSP).<br/></div><div>? 20% reimbursement on OPUS transit card (equivalent to 2 free months per year).<br/></div><div>? Regular social activities focused on health, wellness, and community involvement.<br/></div><div>? Professional development opportunities and internal career growth.<br/></div><div>? Modern offices in the heart of downtown Montréal, easily accessible by public transit.<br/></div><div><br/></div><div><b>Responsibilities:</b><b><br/></b></div><div><br/></div><div>? Manage incoming requests by phone and email while meeting established service standards<br/></div><div>? Build and maintain strong professional relationships through responsive, personalized service<br/></div><div>? Analyze needs and provide appropriate solutions or redirect requests to the relevant teams<br/></div><div>? Resolve requests efficiently by interpreting information with accuracy and attention to detail<br/></div><div>? Ensure follow-ups with internal and external stakeholders until full resolution of cases<br/></div><div>? Escalate complex situations when required and ensure proper follow-up<br/></div><div>? Ensure compliance with internal policies and regulatory requirements<br/></div><div>? Maintain accurate and up-to-date documentation in CRM systems and tools<br/></div><div>? Identify opportunities for continuous improvement and contribute to process optimization<br/></div><div>? Actively collaborate with various teams to ensure seamless and efficient service delivery<br/></div><div><br/></div><div><b>What you need to succeed:</b><b><br/></b></div><div><br/></div><div>? High school diploma required<br/></div><div>? 2-3 years of experience in a similar role, ideally in the financial services industry<br/></div><div>? Good understanding of registered and non-registered investment products<br/></div><div>? Knowledge of MFDA and IIROC regulations is an asset<br/></div><div>? Excellent verbal and written communication skills<br/></div><div>? Strong service orientation and ability to manage multiple priorities simultaneously<br/></div><div>? Strong problem-solving and organizational skills<br/></div><div>? Ability to work in a fast-paced environment with a high level of accuracy<br/></div><div>? Initiative, autonomy, and a strong sense of responsibility<br/></div><div>? Excellent interpersonal skills and ability to work in a team<br/></div><div>? Effective time management and ability to perform under pressure<br/></div><div>? 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<br/></div><div><br/></div><div><b>Why Recruit Action?</b><b><br/></b></div><div><br/></div><div>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.<br/></div><div><b- Location Laval, QC
- Work location On site
- Salary$60,000YEAR annually
- Terms of employment Full time
- Starts as soon as possible
- vacancies 1 vacancy
- Source Talent.com #616224392637195908
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