At a Glance
- Tasks: Support advisors with securities account management and client interactions.
- Company: Join Desjardins, a leader in equity, diversity, and inclusion.
- Benefits: Competitive salary, flexible vacation, pension plan, and health reimbursements.
- Other info: Embrace diversity and enjoy a supportive workplace culture.
- Why this job: Make a real impact while developing your skills in a dynamic environment.
- Qualifications: General college diploma and at least one year of relevant experience.
The predicted salary is between 47250 - 57750 $ per year.
The work mode arrangement for the position is full-time on site. As an investment assistant, you play a hands-on role supporting the advisors by performing all the administrative and operational tasks involved in securities account management. You track client account transactions on a daily basis and resolve various administrative situations. You have to be proactive and think ahead. You have the leadership required to handle daily requests and perform tasks as instructed, in accordance with our high quality standards. You are in close, regular contact with our clients, employees and partners to answer questions, take action and keep tabs on any changes in circumstances. Highly developed interpersonal skills are therefore essential. In your actions, you strive to meet the needs of members and clients while ensuring their full satisfaction, business growth, sound risk and compliance management, and adherence to current practices and policies, as well as leveraging your ability to achieve results.
More specifically, you will be required to:
- Prepare the necessary documentation for member and client meetings
- Manage the advisors’ calendars and voicemail
- Complete account openings, forms and securities transactions as directed by the advisor(s)
- Handle certain queries, perform the necessary research and propose solutions tailored to member and client needs
- Take part in producing reports and statistics and preparing related documents.
What we offer:
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
Benefits apply based on eligibility criteria.
What you bring to the table:
- General college diploma in a related field
- A minimum of one year of relevant experience
- Please note that other combinations of qualifications and relevant experience may be considered
- Knowledge of French is required
- Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning
Equity, Diversity, Inclusion and Accessibility: At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve. If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!
Advisor, Securities in Mont-Saint-Hilaire employer: Relevance
Desjardins est un employeur de choix, offrant un environnement de travail inclusif et dynamique au Bas-Saint-Laurent et en Gaspésie — Îles-de-la-Madeleine. Avec des avantages tels qu'un salaire concurrentiel, un régime de retraite à prestations déterminées et des opportunités de développement professionnel, nous valorisons le bien-être de nos employés tout en favorisant une culture de collaboration et d'engagement. Rejoindre notre équipe, c'est contribuer à un mouvement coopératif qui place les membres et clients au cœur de nos actions.
