Support securities sales and client relationships at Desjardins while applying interpersonal savvy and knowledge of mutual funds and structured products. Serve clients through varied distribution channels.
As an Investment Assistant, you help analyze member and client needs, develop personalized solutions, and propose integrated service offers. You support discretionary management, mutual funds, exchange-traded funds, and structured products while promoting specialized services. The position also includes administrative support for branch operations.
Key Responsibilities:
- Serve, prospect for, solicit, and develop client relationships
- Promote securities products according to client needs
- Provide compliance and budget monitoring assistance
- Resolve operational issues with support services
- Coordinate interest management for new issues
Requirements:
- College diploma in a related field
- At least two years of relevant experience
- Knowledge of French is required
- Interpersonal savvy for client negotiations and solutions
- Other qualification and experience combinations may apply
Apply client focus, securities knowledge, and relationship-building skills while supporting Desjardins members, clients, and branch operations.
Investment Assistant Securities Services in Roberval employer: Desjardins
Desjardins is an exceptional employer that fosters a collaborative and inclusive work culture, making it an ideal place for professionals looking to thrive in the legal field. With a strong emphasis on employee development and innovation, you will have the opportunity to lead a dedicated team while contributing to meaningful outcomes for clients and members. Located in a vibrant community, Desjardins offers competitive benefits and a commitment to diversity, ensuring that every employee feels valued and empowered.
