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Assistant Position for Financial Advisors with Client Service Focus

Elentia Consulting
Location 📍 montreal, Canada
Posted 📅 May 26, 2026
Work Type ⏰ Full-time

Position Overview

Launch your career as an assistant to financial advisors. Dive into the world of finance, engaging with clients and supporting advisors while maintaining a focus on service excellence.

The role of Assistant involves supporting financial advisors in delivering high-quality client interactions without the pressure of sales targets. Candidates should have knowledge of financial products and a willingness to learn. Previous experience in financial services or banking is highly advantageous.

Key Responsibilities:
• Assist advisors with daily administrative tasks
• Maintain effective communication with clients
• Provide exceptional service through various channels
• Complete and double-check transaction documents
• Ensure compliance while managing client information

Requirements:
• 2-5 years of relevant financial service experience
• Coursework completion in securities or investment preferred
• Excellent c...

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Job Details

Employment Type
Full-time
📊
Category
Marketing & Media
🏠
Work Arrangement
On-site
📍
Location
montreal, Canada