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🥝 Financial Advisor

Infotree Global Solutions | montreal (administrative region), Canada | Posted May 28, 2026

Job Description

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...

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