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Financial Advisor

Infotree Global Solutions | montreal (administrative region), Canada | Posted June 27, 2026

Position Overview

Duration: 6 Months

Location: Montreal, QC H3C 1A3

Job Description

Your role

  • Understand the structure and procedures for mutual fund operations (back office operations).
  • Establish and maintain strong client relationships by coordinating efforts with various internal departments and divisions
  • Ensure a high level of client service by keeping our clients informed of all new developments, products, and services relevant to their business needs.
  • Ensure the prompt and complete resolution of all client issues and recommend improvements to policies and procedures with the ultimate goal of continuously improving our service delivery.
  • Act as a liaison with various operational areas to ensure tasks are completed proactively and in a timely manner.
  • Provide clients with guidance on policies, procedures, and training that directly impact their firm.
  • Provide process improvement r...

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