Securities Investment Assistant

Support securities advisors through account management, client service, and daily transaction tracking in a hands-on investment assistant role. Use French and interpersonal skills to address requests effectively.

As an investment assistant, you will complete administrative and operational tasks supporting securities account management. The role involves account openings, forms, transactions, advisor scheduling, and client communication. You will also research queries, propose tailored solutions, and contribute to reports and statistics.

Key Responsibilities:

• Prepare documentation for member and client meetings
• Manage advisors’ calendars and voicemail
• Complete account openings, forms, and securities transactions
• Research queries and propose tailored solutions
• Produce reports, statistics, and related documents

Requirements:

• General college diploma in a related field
• Minimum two years of relevant experience
• French language knowledge is required
• Alternative qualification and experience combinations may be considered
• Highly developed interpersonal skills for regular contact

Bring securities administration, client focus, French communication, and results-driven service to support Desjardins advisors and clients.