Bilingual Financial Advisor - English & French

Original job posting

Support clients in managing finances by reviewing and processing legal and banking documents to ensure compliance with internal and provincial regulations. Collaborate with internal partners to resolve submission issues and consistently meet SLA requirements for accuracy and turnaround.

Job details

Are you bilingual in English and French and experienced in banking operations? Apply Now! Working with one of our top financial clients, this role calls for a Bilingual Financial Advisor - English & French. This position offers an excellent opportunity to support critical banking operations within a highly regulated environment, ensuring high levels of accuracy and client service. Candidates will have the chance to build professional connections, collaborate within a dynamic team, and potentially achieve long-term career growth. Pay rate range (CAD): $17.60/hr – $33.61/hr Responsibilities Support clients in managing their finances by reviewing and processing documents submitted by branch partners Ensure documents meet legal and internal requirements, following up as needed for incomplete or incorrect submissions Interpret complex legal documents related to Power of Attorney requests and other legal updates Work in a highly regulated environment, maintaining current knowledge of provincial legislation and internal policies Manage incomplete or inconsistent submissions, escalating issues appropriately Collaborate with internal partners to facilitate resolution and maintain service standards Consistently meet or exceed SLA requirements for turnaround and accuracy Identify opportunities for process improvements and support the implementation of new procedures Maintain confidentiality and exercise discretion in managing sensitive information Participate in team meetings and training sessions, contributing to a collaborative work environment Desired Skill-Set Fully bilingual in English and French, both written and verbal Minimum 5 years of banking or financial services experience, preferably within operations or legal document review Proven experience working in SLA-based roles with a focus on accuracy and timeliness Proficiency with Microsoft 365 applications, particularly Excel, Outlook, and Word Comfortable utilizing AI technology and platforms in daily tasks Strong communication skills, with the ability to explain complex information clearly Excellent decision-making abilities and attention to detail Capable of managing high volumes of work while adhering to deadlines Good organizational and time management skills Ability to work both independently and collaboratively Nice to Have Legal experience involving government or legal documents, including POA files Familiarity with trade processing, MM and FX products, and related banking operations Experience with Global and WSS platforms BeachHead is an equal opportunity agency and employer. We advocate for our candidates and welcome applicants regardless of race, color, religion, national origin, sex, age, or physical or mental disability. BeachHead or our clients may use technology-enabled tools, including automation and artificial intelligence (AI), to support parts of the recruitment process such as resume screening, application management, and candidate matching. These tools assist our recruiters and our clients, and do not replace human decision-making. This job posting represents a current or anticipated vacancy. The position may be filled at any time, and the posting may be removed without notice once the role has been filled. Privacy Policy

What you’ll do

Support clients in managing finances by reviewing and processing legal and banking documents to ensure compliance with internal and provincial regulations. Collaborate with internal partners to resolve submission issues and consistently meet SLA requirements for accuracy and turnaround.

Requirements

Requires full bilingualism in English and French and a minimum of 5 years of experience in banking or financial services operations. Candidates must be proficient in Microsoft 365 and comfortable utilizing AI technology in their daily tasks.

Listed skills

• Time management · Preferred
• Microsoft 365 · Preferred
• Attention to detail · Preferred
• Microsoft Excel · Preferred
• Decision Making · Preferred
• SLA Management · Preferred
• Microsoft Word · Preferred
• Communication Skills · Preferred
• Financial analysis · Preferred
• Microsoft Outlook · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• English Proficiency
• French Proficiency
• Banking Operations
• Legal Document Review
• SLA Management
• Microsoft 365
• Excel
• Outlook
• Word
• AI Technology
• Financial Analysis
• Decision Making
• Time Management
• Communication Skills
• Attention To Detail
• Organizational Skills

Job areas

• Finance & Accounting
• Legal
• Customer Service & Support
• Administrative