Client-Focused Investment Advisor Opportunity
Location
montreal (administrative region), qc
Job Type
Full-time
Category
Other-General
Posted
June 16, 2026
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 at least two years in brokerage or service roles...
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 at least two years in brokerage or service roles...