About the role

Trust and commissions agent supporting PEAK’s Canadian wealth management operations. Handling reconciliations, advisor commissions, tax slips, controls, and automation initiatives.

Responsibilities

Strong proficiency in Microsoft Excel
Good understanding of trust accounts and the financial services and banking industries
DEP/DEC in Accounting or Finance, completed or in progress (an asset)
Ability to work in both French and English
French required for positions permanently based in Quebec
English required to communicate with clients and partners primarily located outside Quebec
Knowledge of AI and openness to exploring and implementing new technologies
Strong attention to detail, organizational, and teamwork skills

3 weeks of vacation
5 paid sick days annually
1 personal day annually
2 days off during the Christmas period
Comprehensive group insurance after the probationary period, including health and dental coverage, a health spending account, an employee assistance program, and telemedicine; 50% covered by PEAK
Employer-matched RRSP program after the probationary period
20% employer contribution to the OPUS public transit card, equivalent to 2 free months per year
Frequent social committee events focused on employees’ mental and physical health, social and community involvement, well-being, community, and connection
Professional development through training and internal growth opportunities
Hybrid work model with 2 remote days per week
Modern downtown Montreal offices with scenic views and access to public transit