Assistants and Associates

The Montreal PVM 5 Branch is looking for Assistants and Associates to support our leading Advisory teams.

Working in a team environment and leading client service initiatives, successful candidates will be a valuable resource to our Advisors and clients.

Responsibilities may include but are not limited to:

Provide timely response to client inquiries

Conduct client meetings

Manage client investments in collaboration with the Advisor

Provide investment and administrative support to the Advisor

Marketing to new and existing clients

Organizing client and prospect investment seminars

Preparing internal and client-facing reports

Required Skills:

Strong client support and communication skills

Well developed time management and organizational skills

Superior written and spoken communication

Completion of or enrollment in the CSC and CPH

Preview financial industry experience


Please contact Kevin O'Connor at or 514-878-5001 for applications or inquiries.