Bilingual Investment Specialist
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Job Location:
Monthly Salary:
Posted on:
2 days ago
Vacancies:
1 Vacancy
Job Summary
Bilingual Investment Specialist
In an innovative financial environment this hybrid role combines advisor support (70%) and market activities (30%) including the execution of trades in equities ETFs and fixed income securities. Based in Montreal with a hybrid work model it offers strong exposure to operations compliance and financial markets.
What is in it for you:
Annual salary between 70K-77K.
Full-time permanent position.
Hybrid work model: 3 days in the office and 2 days remote.
Modern offices located in downtown Montreal easily accessible by public transit.
20% reimbursement of OPUS transit card costs equivalent to approximately 2 free months per year.
Group RRSP with employer contribution.
Comprehensive group insurance including medical dental health spending account employee assistance program and telemedicine with 50% covered by the employer.
3 weeks of vacation 5 sick days 1 personal day and 2 additional days during the holiday season.
Access to professional development opportunities including ongoing training and internal career growth.
Regular social committee activities focused on well-being overall health and community engagement.
Responsibilities:
Provide prompt professional and accurate service to advisors via phone and email.
Build strong relationships through personalized and proactive support.
Analyze and resolve issues while ensuring compliance with regulatory and internal requirements.
Train advisors on tools procedures and applicable rules.
Execute trades in equities ETFs bonds and mutual funds including large volumes.
Manage transactional operations including transfers estates dividends and other events.
Perform foreign exchange transactions and ensure position accuracy with internal teams and custodians.
Correct trade errors and perform required adjustments.
Manage corporate actions and new issues.
Maintain and update securities databases.
Contribute to continuous process improvement and collaborate with Operations Compliance and Finance teams.
What you need to succeed:
Degree in finance administration or a related field.
Canadian Securities Institute (CSI) certification required including completion of the Canadian Securities Course (CSC/CCVM) and the Conduct and Practices Handbook (CPH).
Completion of the CSI Investment Representative Training Program (30-day) required; 90-day version considered an asset.
5 years of experience in the financial services industry including experience in a similar role.
2 years of experience in equity trading including ETFs and fixed income securities.
Strong knowledge of financial services investment products and market operations.
Excellent analytical research and problem-solving skills.
Strong organizational skills ability to manage priorities and high attention to detail.
Ability to perform under pressure in a fast-paced and evolving environment.
Autonomy adaptability and flexibility.
Strong interpersonal skills teamwork and a client service-oriented mindset with frequent interactions via phone and email with advisors.
Bilingual in French and English to effectively communicate with advisors clients and internal and external partners particularly in daily operations trade execution and handling requests across different jurisdictions.
Why Recruit Action
Recruit Action (agency permit: AP-2504511) provides recruitment services through quality support and a personalized approach. As part of the screening process some applications may be reviewed using artificial intelligence tools. Only candidates who meet the hiring criteria will be contacted.
