Drive success with Desjardins as an Investment Assistant. Leverage your client relations skills to sell securities and ensure member satisfaction in a hybrid or onsite setting.
As a vital member of the Desjardins team, you will serve and foster relationships with clients, contributing to business growth and operational excellence. With a focus on diverse investment products like mutual funds and ETFs, your role will involve personalized solutions tailored to client needs. Interpersonal skills are critical to your success, ensuring compliance and a high-quality service experience.
Key Responsibilities:
• Provide administrative support in compliance and budget management
• Resolve operational issues in collaboration with support services




• Supervise client cheque deposits and manage complex tasks
• Recruit and onboard administrative staff for branches
• Handle logistics for employee transitions
Requirements:
• College diploma in a related field
• Minimum of two years of relevant experience
• Knowledge of French is mandatory
• Solid customer focus and results orientation
• Ability to learn swiftly and engage with clients
Bring your investment expertise and client service skills to Desjardins, fostering growth and satisfaction among members.
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📌 Investment Assistant At Desjardins Mascouche
🏢 Desjardins Group
📍 Mascouche