Managing Consultant, Advisors Client Services

1 week ago


Toronto ON, Canada Dean Group Full time

Financial Services Title: 26 Bilingual ( FR/ENG ) Advisor Service Center and Operations Representatives
Permanent and 9-Month Contracts to Permanent
Hybrid Work Model 1 Day per Week in the Office

Bilingual (FR/EN) New Grads Are Welcome Be part of an elite team that leverages their strong communication, relationship management, and problem-solving skills to deliver exceptional service. In this role, your work will directly impact our advisors’ ability to support their clients in their financial planning/investment goals. This leading investment firm is adding 26 additional Bilingual ( French/English) career-minded individuals who bring experience in a client service/administration role and really want to learn and excel in a career within financial services. These roles are due to internal movement

Account administration and trade execution of all financial and non-financial transactions on our client’s various mutual fund retail account types.
Advisor Service Centre Team
Provide exceptional customer service experience to investment advisors, their support teams and investors in our inbound contact centre.
Work directly with advisors and investors to provide them with the support they need to educate and plan their short-term and long-term investment strategies.

College Diploma or University degree required (Recent graduates are encouraged to apply)
Bilingualism in French and English (verbal and written) is a MUST

Thrive in a workplace culture that promotes collaboration, diversity, and belonging
Flexible and adaptable



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