• Employeur : Investia Services Financiers Inc.
• Bureau : 1981, McGill College
• Principal lieu de travail : Montreal, Québec
• Autre(s) lieu(x) de travail possible(s) : Toronto, Ontario
• Domaines d’activité : Stages et emplois étudiants
• Numéro du poste : JR10024137
• Type d’emploi : Emploi étudiant
• Postulez avant le : 2025-09-18

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.

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.
• Possess an advanced level of proficiency in French, as the person will be required to interact daily, both verbally and in writing, with unilingual French-speaking clients.
• 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. and embark on a rewarding professional journey at the heart of finance!

• 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.