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Investment Services Associate Jobs in Quebec (NOW HIRING)

Td

PIA Client Service Associate

Brossard, QC

CA$56/hr

TD Private Investment Advice offers clients the chance to create one-on-one relationship with a ... services, and identify referral opportunities * Accept/create leads and ensure correct referral ...

Td

PIA Client Service Associate

Montreal, QC

CA$56/hr

TD Private Investment Advice offers clients the chance to create one-on-one relationship with a ... services, and identify referral opportunities * Accept/create leads and ensure correct referral ...

Td

PIA Client Service Associate

Montreal, QC

CA$56/hr

TD Private Investment Advice offers clients the chance to create one-on-one relationship with a ... services, and identify referral opportunities * Accept/create leads and ensure correct referral ...

Td

PIA Client Service Associate

Montreal, QC

CA$56/hr

TD Private Investment Advice offers clients the chance to create one-on-one relationship with a ... services, and identify referral opportunities * Accept/create leads and ensure correct referral ...

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All JobsInvestment Services Associate JobsInvestment Services Associate Jobs in Quebec

Investment Services Associate information

What is an investment services associate?

An Investment Services Associate is a financial professional who supports investment advisors and clients by assisting with account management, processing transactions, conducting research, and providing customer service. They often work at banks, wealth management firms, or investment companies. Their primary responsibilities include responding to client inquiries, preparing investment reports, ensuring compliance with regulations, and facilitating smooth operations within the investment team. This role is ideal for those interested in finance, customer service, and gaining experience in investment management.

What is the difference between Investment Services Associate vs Financial Advisor?

AspectInvestment Services AssociateFinancial Advisor
CredentialsTypically requires FINRA Series 7 and 63 licensesOften requires Series 7, 66/63, and CFP certification
Work EnvironmentBank or brokerage firm, supporting client transactionsIndependent or firm-based, providing personalized financial planning
Employer & IndustryFinancial institutions, investment firmsWealth management firms, independent practices
Search & Comparison IntentUnderstanding entry-level roles supporting investmentsSeeking comprehensive financial planning services

Investment Services Associates primarily support transaction processing and client account management within financial institutions, often requiring licensing. Financial Advisors focus on personalized financial planning and wealth management, often holding additional certifications. While both roles serve clients' investment needs, the Associate role is more support-oriented, whereas the Advisor provides comprehensive financial advice.

How does an investment services associate typically collaborate with financial advisors and clients?

Investment Services Associates play a critical support role, working closely with financial advisors to ensure client portfolios are managed efficiently. They gather and prepare account documentation, handle client inquiries, and assist with transactions such as trades or transfers. Regular communication with both advisors and clients is essential to resolve issues promptly and maintain high service standards. This teamwork fosters a collaborative environment where associates can learn from more experienced professionals and expand their industry knowledge.

What are the key skills and qualifications needed to thrive as an investment services associate, and why are they important?

To excel as an Investment Services Associate, you need a solid understanding of financial markets, investment products, and client relationship management, often supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and certifications such as FINRA Series 7 or 63 are commonly required. Strong communication, analytical thinking, and attention to detail are vital soft skills for building client trust and ensuring accurate transactions. These competencies are crucial for delivering effective investment solutions and maintaining high client satisfaction in a competitive financial environment.
What are popular job titles related to Investment Services Associate jobs in Quebec? For Investment Services Associate jobs in Quebec, the most frequently searched job titles are:
What job categories do people searching Investment Services Associate jobs in Quebec look for? The top searched job categories for Investment Services Associate jobs in Quebec are:
What cities in Quebec are hiring for Investment Services Associate jobs? Cities in Quebec with the most Investment Services Associate job openings:
Investment Services Associate jobs near you
Infographic showing various Investment Services Associate job openings in Quebec as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 14% Part Time, 1% Temporary, and 3% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution.

Client Investment Consultant

Willis Towers Watson (WTW)

Montreal, QC • On-site

Full-time

Posted 15 days ago

Willis Towers Watson rating

8.3

Company rating: 8.3 out of 10

Based on 44 frontline employees who took The Breakroom Quiz

38th of 150 rated financial services

Job description

As a Senior Director on the Client Service team, you will be responsible for leading and coordinating consulting efforts to clients, while providing first class advice on a range of investment services to institutional investors including Defined Benefit, Defined Contribution plans and Endowment & Foundations. These services include setting of investment objectives and beliefs, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian and recordkeeper selection, transition advice and statements of investment policy. You will liaise closely with other senior consultants, clients, fund managers and other areas of the firm and take increasing responsibility for client relationships and intellectual capital development (and gaining support from investment analysts as appropriate). You will also have a role to play in the growth of our Canadian investment business, including business development and marketing.

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

The Role

  • Lead Investment consulting client engagements (for both advisor and delegated/OCIO clients), ensuring quality of work and timely delivery of advice and services
  • Participate in providing a wide range of services to investment and pension committees
  • Lead client teams that work together effectively in delivering services to clients
  • Support the execution of large-scale engagements
  • Establish a trusted advisor role with clients and provide consistent, superior relationship management
  • Producing work in accordance with Professional Excellence requirements
  • Complete project deliverables through effective resource utilization
  • Partner with internal lines of business to assist in better addressing the client's need and objectives
  • Provide constructive feedback to junior associates, assist in the development of those associates' skills and capabilities
  • Manage project and financials of the services conducted for clients.

The Requirements

  • Undergraduate degree required; relevant professional qualifications such as CFA, FSA, MSc, and MBA are preferred
  • 15 or more years of progressive investment experience, ideally gained in a client-service oriented environment (consulting, investment management or portfolio management)
  • Exceptional client focus and a record of supporting the management of client relationships
  • Project management skills and experience
  • Understanding of investment management organizations and their role in client solutions
  • Excellent oral and written French and English communication skills and ability to liaise with internal and external constituencies
  • Team player comfortable in a professional services environment with the ability to communicate effectively internally & externally at appropriate levels
  • Willingness to mentor junior colleagues to assist in developing our talent pool
  • Moderate travel required

Artificial Intelligence (AI) tools may be used in the process to screen, assess, or select applicants for a position but all final decisions and determinations are made exclusively by authorized human personnel.

This job posting is an advertisement for an existing vacancy.

Equal Opportunity Employer

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