Financial Advisor

Overview

Location: Montreal, QC (Hybrid - 4 days/week in the office)

Duration: 06 Months Contract on T4 (possibility of extension or temporary to permanent)

Bilingualism (French/English): Bilingual - Both written and spoken

Job Description

Your Role

• Understand the structure and procedures of the registered plans (RRSP, RESP, TFSA etc.)
• Establish and maintain strong client relationships by coordinating efforts with various internal services and divisions of Bank.
• Ensure a high level of customer service is maintained with clients by keeping them informed of all new developments, products, and services related to their business needs.
• Ensure prompt and complete resolution of all client issues and recommend improvements to policies and procedures to continually enhance our service delivery.
• Act as a liaison with various operational sectors of Bank to ensure tasks are carri...