Advisor Associate - Bilingual

Is this role right for you?

In this role, you will :

Be responsible for providing administrative and operational support to assist Financial Consultants and / or Portfolio Managers in maintaining high standards of service for all MD clients.

Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.

Be accountable for the preparation and processing of client documentation and inputting transaction requests as directed by Advisors and Portfolio managers.

Work with Advisors, as well as a larger regional team of Administrators.

Be responsible for maintaining the currency and accuracy of the client contact database, ensuring all applicable information and notes are recorded correctly

Play an important role in booking and preparing files for client meetings, responding to time-sensitive requests from Advisors during client meetings, preparing correspondence and ensuring a quick and efficient response to all inquiries from current and prospective clients regarding MD products and services.

Maintain a follow-up system for inquiries and issues, ensuring expeditious resolution based on MD specified service standards.

Support and participate in the research and resolution of a variety of client concerns as well as contributing to special projects, as required.

Ensure that monthly compliance-related tasks, such as compliance reporting logs and following up on noncompliant paperwork, are completed efficiently.

Liaise with Accountants and third parties to provide tax documents or statements as requested

Perform general office duties, including reception coverage, when required.

Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have :

A College diploma in business, commerce or equivalent

Demonstrated knowledge of the financial services industry and rules regarding estates, trusts, RESPs, RDSPs, FHSAs RRSPs / RRIFs, TFSAs, non-registered investments, and applicable tax-related issues

Proficiency with Microsoft Office Suite

Working knowledge of CRM2

A commitment to an exceptional client experience – using your ability to understand the client’s perspective quickly and clearly, you will provide timely and accurate responses to a myriad of queries.

A sense of urgency – what’s important to the client is equally important to you. You thrive on getting things done and done well.

The flexibility to work independently and as part of a broader team.

Fluently Bilingual English and French