Top Tech Jobs & Startup Jobs in Montreal

The bilingual investment representative supports clients by managing their online trading orders, responding to inquiries, maintaining knowledge of market mechanics, and ensuring compliance with regulations.

The Bilingual Investment Representative will assist clients with inquiries regarding investment products, manage trading orders, resolve issues, and contribute to continuous process improvement while providing exceptional customer service.

Traiter quotidiennement l’ouverture de nouveaux comptes (y compris comptes à honoraires), assurer la saisie et la validation des documents et données clients, utiliser systèmes (Laserfiche, OSM, Dataphile), soutenir les conseillers, mettre à jour procédures, former les pairs et proposer des améliorations de processus.

Process new and fee-based account openings for the CISO Dealer Member space, ensuring documents are in good order, client data is entered/updated, NAAFs and tax coding are correct, and regulatory/compliance protocols are followed. Use systems like Laserfiche, OSM and Dataphile, provide administrative support, cross-train, update manuals, and drive continuous improvement to meet SLAs.

Design, develop, and deliver bilingual learning initiatives (eLearning and instructor-led) for Service, Operations, Compliance and Onboarding teams. Create curricula, facilitation guides, modules, videos, and reference materials; liaise with SMEs; facilitate virtual and in-person training; develop onboarding programs; evaluate and refine training effectiveness.

Concevoir, développer et mettre en œuvre programmes d'apprentissage bilingues pour Services, Opérations, Conformité et Intégration. Évaluer besoins, créer modules (guides, vidéos, Articulate 360, LMS), animer formations virtuelles et en personne, soutenir l'intégration des nouveaux employés, mesurer l'efficacité et maintenir le contenu à jour.

The Bilingual Tax Administrator is responsible for processing tax receipt audits, ensuring compliance with tax regulations, producing tax slips, and addressing tax-related requests. This role requires collaboration with various departments to meet filing deadlines and regulatory requirements.

Responsible for daily cash operations, processing payments, reconciling accounts, ensuring compliance with service agreements, and generating client checks.

Process daily transfer requests (manual, ATON, internal/external), monitor mail and transfer inbox, initiate and track transfers, follow up on status, respond to inquiries, file and securely dispose of documents, provide cross‑coverage and support special projects.

Process daily transfer requests, monitor transfer mailbox, initiate and follow up on transfers (manual and electronic), support external institution transfers, respond to transfer inquiries, file completed documents, and assist team members on special projects.