Talent.com
Recrute Action
*Investment Service RepresentativeRecrute Action • Laval, Qc
No longer accepting applications
*Investment Service Representative

*Investment Service Representative

Recrute Action • Laval, Qc
25 days ago
Salary
CA$60,000.00 yearly
Job type
  • Full-time
  • Permanent
Job description
Investment Service Representative

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.

Create a job alert for this search

*Investment Service Representative • Laval, Qc

Similar jobs

Financial Specialist, Private Investments

Intactmontreal (administrative region), qc, Canada
Full-time

Our employees are at the heart of everything we do.Together, we help people, businesses, and society prosper in good times and be resilient in bad times.Our employee promise represents Intact’s com... Show more

 • Promoted • New!

Director and Portfolio Manager -Fixed Income

iA Financial Groupmontreal (administrative region), qc, Canada
Full-time

Director and Portfolio Manager – Fixed Income.At iAGMA, a subsidiary of iA Financial Group, you will have the opportunity to advance your career in a collaborative, performance-driven environment.O... Show more

 • Promoted • New!

Investment Advisor- EN

RBC Dominion SecuritiesMontreal (administrative region), QC, CA
Full-time

Do you excel at building and managing long-term client relationships? Have you ever thought of running your business with the security and reputation of RBC backing you? RBC Dominion Securities is ... Show more

 • Promoted

Canada Alternatives Investment Leader

MercerMontreal (administrative region), QC, CA
Full-time

We are seeking a talented individual to join our Alternatives team at Mercer.This role will be based in one of our Canada offices, with a preference for Toronto or Montreal.This is a hybrid role th... Show more

 • Promoted

Investment Advisor

Ventum FinancialMontreal (administrative region), QC, CA
Full-time

Canadian-owned investment firm managing more than $8 billion in assets with nearly 400 employees across 13 offices nationwide.Founded on trust, experience and ambition, Ventum prioritizes excellenc... Show more

 • Promoted

ScotiaMcLeod Investment Associate - Montreal, QC

Scotia Wealth ManagementMontreal (administrative region), QC, CA
Full-time

As an Investment Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to business... Show more

 • Promoted

Mortgage Representative (New to Industry)

PerchMontreal (administrative region), QC, CA
Full-time

Target Starting Income $70,000 - $100,000 | Fully Commissioned | Uncapped Earning Potential.Are you a natural salesperson with a proven record of success in a commission-based role? Take your caree... Show more

 • Promoted

Représentant en investissement — Service client financier

ScotiabankMontreal (administrative region), QC, CA
Full-time

Une institution financière de premier plan à Montréal recherche un Représentant en investissement pour fournir un service de haute qualité.Vous serez responsable de répondre aux demandes des client... Show more

 • Promoted

Private Client Advisor / Wealth Advisor /Investment Specialist

TalentSphere Staffing SolutionsMontreal (administrative region), QC, CA
Full-time

Private Client Advisor / Wealth Advisor / Investment Specialist.Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth).Industry: Financial... Show more

 • Promoted

Investment Banking Specialist

Infotree Global SolutionsMontreal (administrative region), QC, CA
Full-time

Location: Montreal, QC H3C 1A3.Bilingualism: French and English required.A career as an Account Manager, Service Delivery at , is a job where your ability to work in synergy with your colleagues an... Show more

 • Promoted

Investment Analyst

Letko, Brosseau & Associates IncMontreal (administrative region), QC, CA
Full-time

Letko, Brosseau & Associates is one of Canada’s leading independent global investment managers.Founded in 1987, the firm offers a diverse set of investment solutions to a domestic and international... Show more

 • Promoted

Private Equity Specialist

hackajobMontreal (administrative region), QC, CA
Full-time

Talent Engagement Specialist @ hackajob | Bringing great people together with great companies.IB / PE Professionals — Flexible, Paid Work on Cutting-Edge AI (Spare-Time).We're bringing on experienc... Show more

 • Promoted

Financial Service Representative (Mandarin) - Montreal

OTT Financial GroupMontreal (administrative region), QC, CA
Full-time

OTT Financial Group is the parent organization of a group of financial services and investment companies.We leverage cutting‑edge fintech innovations to bring excellent financial advice and best‑in... Show more

 • Promoted

Financial Specialist, Private Investments

Intact Financial Corporationmontreal (administrative region), qc, Canada
Full-time

Pay at Intact is about much more than just salary.Multiple benefits offered to support.Wellness account and much more.Share plan & other savings: up to.Employee Share Purchase Plan (ESPP) – with In... Show more

 • Promoted • New!

Bilingual Service Representative - Insight Global

Insight Globallaval, qc, ca
Full-time

Insight Global is seeking a Bilingual (English/ French) Service Representative to join one of Canada's largest banking institutions.This individual will provide day-to-day delivery of critical proc... Show more

 • Promoted

Investment Analyst

ValnetMontreal, Montreal (administrative region), CA
Full-time

Valnet is seeking a highly analytical and driven Investment Analyst to help run the acquisition lifecycle and to manage our internal investments.The ideal candidate must possess excellent analytica... Show more

 • Promoted

Contract Investment Banking Expert Role

MercorMontreal (administrative region), QC, CA
Full-time

Transform financial modeling at Mercor as a Contract Investment Banking Expert working remotely.Your extensive knowledge will refine AI-generated outputs and improve data quality across research te... Show more

 • Promoted

Investment Banking & Investment Analyst (Remote | $90 –$150/hr)

Call For ReferralMontreal (administrative region), QC, CA
Remote
Part-time

Investment Banking & Investment Analyst (Remote | $90 –$150/hr).Get AI-powered advice on this job and more exclusive features.This range is provided by Call For Referral.Your actual pay will be bas... Show more

 • Promoted

Service Representative Investment and Retirement and Individual Products

CIE_101 Beneva Inc.Longueuil, Montérégie, CA
Full-time

Représentant(e) de service – investissement, retraite et produits d’assurance individuelle.Vous relèverez de la Direction - Ventes courtage.Votre rôle consistera à développer les affaires et à main... Show more

 • Promoted

Investment Analyst

LifeSavvy MediaMontreal (administrative region), QC, CA
Full-time

Location: Montreal, Full time in office.Valnet is seeking a highly analytical and driven Investment Analyst to help run the acquisition lifecycle and to manage our internal investments.The ideal ca... Show more