Investment Assistant Securities Services

Support securities services at Desjardins through client relationship development, mutual funds, and personalized financial solutions. This hybrid opportunity requires French.

As an investment assistant, you help serve, prospect for, solicit, and develop member and client relationships. You support securities products and services across distribution channels, focusing on discretionary management, mutual funds, exchange-traded funds, and structured products. You also provide branch administrative support.

Key Responsibilities:

• Develop and maintain member and client business relationships
• Promote specialized products and services according to strategies
• Analyze needs and propose integrated service offers
• Support compliance, budget monitoring, and administrative staff management
• Coordinate complex operations, including interest management for new issues

Requirements:

• College diploma in a related field
• Minimum two years of relevant experience
• Knowledge of French is required
• Customer Focus and Interpersonal Savvy
• Action oriented approach and drive results

Bring securities knowledge, client service, and interpersonal savvy to Desjardins investment assistance and branch operations.