Elevate your career as an Investment Assistant with Desjardins, where you'll build and maintain meaningful client relationships and drive sales of securities products. This role emphasizes interpersonal skills and client satisfaction.
As an Investment Assistant, you will support members and clients by selling securities products through various distribution channels. The position requires at least two years of relevant experience and a college diploma. Your focus will include discretionary management, mutual funds, and structured products while ensuring compliance and operational efficiency.
Key Responsibilities:
• Provide administrative support for compliance and staff management
• Resolve operational issues in the branch
• Supervise complex tasks like client cheque deposits
• Assist in recruiting and onboarding administrative staff
• Drive sales initiatives and client satisfaction
Requirements:
• College diploma in related field
• Minimum of two years of relevant experience
• Knowledge of French is required
• Solid customer service and interpersonal skills
• Ability to analyze and develop personalized solutions
Make an impact by bringing your skills in client relations, product sales, and operational support to Desjardins.
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📌 Investment Assistant At Desjardins Quebec City
🏢 Desjardins
📍 Quebec City
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