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⏰ Full-time

Client-Focused Investment Advisor Opportunity

Infotree Global Solutions
Location 📍 montreal, Canada
Posted 📅 May 31, 2026
Work Type ⏰ Full-time

Position Overview

Join Independent Network as a Client-Focused Investment Advisor in Montreal, QC, emphasizing bilingual communication and portfolio support. Drive service excellence within a hybrid work environment.

This six-month role involves partnering with various departments to enhance mutual fund operations and improve client relationships. You will inform clients about new developments while ensuring timely resolution of issues and improving service processes. This position supports both professional growth and work-life balance through flexible arrangements.

Key Responsibilities:
• Manage relationships with clients and internal departments
• Provide timely updates on products and procedures to clients
• Ensure prompt resolution of client issues and feedback recommendations
• Liaise with operations for efficient task execution
• Offer process improvement suggestions to enhance client relations

Requirements:
• Degree with ...

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Job Details

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