Job Description

A leading financial services provider in Montreal, Quebec, is seeking a Financial Planning Client Service Associate to provide dedicated sales and service support to their Financial Planners. This role involves client contact, transactions, and requests, emphasizing high-level client service. Candidates should hold a university/college diploma and be bilingual in English and French, with a minimum of 2 years of relevant industry experience. The role offers competitive compensation and extensive opportunities for professional development.
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