The Customer Relations Specialist will handle incoming calls to provide information on products and administrative policies, perform administrative tasks during quiet periods, make outgoing calls to assist clients and partners with contract-related inquiries, and actively improve work procedures while offering excellent customer service in both French and English.

The VP of Sales is responsible for achieving sales targets, proactively engaging with clients, and maintaining key relationships through various communication methods. The role requires managing a specific advisory region and requires advanced knowledge of the investment and mutual fund industries.

The Receptionist is the first point of contact for advisors, visitors, and vendors. Responsibilities include answering calls, greeting visitors, processing policy change requests, maintaining the reception area, ordering supplies, providing administrative support, and ensuring compliance with service standards.