Branch Assistant (Intern)

Description

Business line: Investia / Internship winter 2026 / 4-month contract / Full-time / Montreal / Possibility of continuity

Our business line, Investia, is currently seeking a talented and motivated student to assist their branch. This internship offers an exceptional opportunity to manage essential compliance and control functions within their branch while providing high-quality administrative support and customer service to our advisors and their clients.

Why Join Investia?

• Active Participation: Immerse yourself in the financial sector by ensuring precise documentation of client accounts in accordance with industry regulations. You will develop valuable skills in clients file management, documentation tracking, and problem-solving.
• Client Relationship Building: Establish strong relationships with our clients, especially new ones, and participate in special projects that will enrich your skills and broaden your professional horizons.
• Collaborative Environment: Join a supportive and communicative team that values transparency, high standards of customer service, and knowledge sharing to foster collective development.
• Professional Growth: Contribute to process improvements and team training activities while seizing opportunities to enhance your skills and expertise in a collaborative setting.
  
  

Key Responsibilities:

• Process and organize confidential client documents for non-financial updates and account redemptions, ensuring their accuracy and compliance.
• Utilize advanced problem-solving skills to manage complex situations and escalate them to appropriate channels when necessary.
• Demonstrate effective communication skills, using various modes such as phone, email, and collaboration platforms to interact with clients and team members.
• Leverage collaboration tools like SharePoint and Microsoft Teams to support advisors and associates on various projects.
• Use Microsoft Excel to manage client databases and generate AUA reports, ensuring data integrity and accessibility.
• Apply knowledge of Robotic Process Automation and Macros to automate repetitive tasks, thereby increasing efficiency and productivity.
• Maintain a thorough understanding of the branch's financial products, including RRSPs, TFSAs, mutual funds, and GICs, to provide informed support and guidance.
• Contribute to process documentation and propose suggestions to streamline operations, thereby participating in the training and development of new employees.
  
  

Qualifications:

• Currently enrolled in an undergraduate or postgraduate program in a relevant field: business, finance, accounting. While licenses are not required, candidates may consider pursuing the Canadian Securities Course.
• Possess advanced proficiency in English, as daily verbal and written interactions with unilingual English-speaking clients are required. For reference, nearly 90% of clients served in this role are unilingual English speakers.
• Available for full-time work during the winter session of 2026 (35 hours per week, Monday to Friday, daytime).
• Possess strong time management skills and the ability to manage multiple competing priorities.
• Have excellent oral and written communication skills.
• Possess a good knowledge of the Microsoft suite, particularly Excel and Microsoft Teams.
• Be familiar with SharePoint.
  
  

If you are an organized, detail-oriented professional with a passion for teamwork, seize this opportunity to shine. Apply now and embark on a rewarding professional journey at the heart of finance!