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Advisor, Business Development Support (Finance)

Addenda Capital

This is a Full-time position in Montréal, QC posted July 8, 2018.

This position supports the Business Development and Client Partnership team. The Assistant Advisor, through various analytical and administrative tasks, will help the team maintain a high-quality client service.


  • In collaboration with the Advisors, prepare quarterly management reports and monthly reports for clients;
  • Ensure quality of some CRM data used for various extraction and/or sales report production requests;
  • Manage interactions between the Business Development and Client Partnership team and the other teams when doing account opening, modification and closing;
  • Ensure consistency and compliance with the Firm’s branding standards for various client documents;
  • Maintain physical and digital client files updated;
  • Update the master file for quarterly client review presentations;
  • Participate in the writing of questionnaires requested by existing clients;
  • Prepare documents related to various client shipments;
  • Support the Senior Advisor on different ongoing projects within the Department.


  • University degree in Business Administration (in finances an asset);
  • Bilingualism (French and English, both spoken and written);
  • 1-3 years of relevant experience.

Specific Skills

  • Good knowledge of advanced Excel functions;
  • Good knowledge of other MS Office suite software (PowerPoint, Word and Outlook);
  • Be autonomous when completing assigned tasks.

Expected Behaviours

  • Rigour when completing tasks;
  • Resourcefulness when completing deliverables;
  • Speed of execution while maintaining the quality of deliverables;
  • Good team spirit;
  • Ability to work under pressure.


Skills Required

  • Education level: University
  • Work experience (years): 0-2 years


Salary: N/D

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