Desjardins
Investment Assistant for Securities Sales
Job Description
Join our team as an Investment Assistant, specializing in securities sales and client relations. Focus on delivering personalized solutions while driving client satisfaction and business growth.
In this role, you will assist in developing and maintaining relationships with clients and members. Your expertise in discretionary management, mutual funds, and exchange-traded funds will be critical in helping clients make informed decisions. Additionally, you will provide support in compliance and operational tasks, while ensuring high service quality.
Key Responsibilities:
• Provide administrative support in compliance and budget management
• Supervise client cheque deposits and handle complex operations
• Assist in recruiting and hiring administrative branch staff
• Resolve everyday operational issues with support services
• Analyze client needs and propose tailored solutions
Requirements:
• General college diploma in a related field
• Minimum two years of rel...
In this role, you will assist in developing and maintaining relationships with clients and members. Your expertise in discretionary management, mutual funds, and exchange-traded funds will be critical in helping clients make informed decisions. Additionally, you will provide support in compliance and operational tasks, while ensuring high service quality.
Key Responsibilities:
• Provide administrative support in compliance and budget management
• Supervise client cheque deposits and handle complex operations
• Assist in recruiting and hiring administrative branch staff
• Resolve everyday operational issues with support services
• Analyze client needs and propose tailored solutions
Requirements:
• General college diploma in a related field
• Minimum two years of rel...