11 Sep
|
Desjardins Group
|
Val-d'Or
11 Sep
Desjardins Group
Val-d'Or
As an investment assistant, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services through various distribution channels based on member/client needs and current strategies and practices. Your focus areas include discretionary management, mutual funds, exchange-traded funds and structured products.
You help develop and maintain business relationships with members and clients. You drive results to handle special information requests from clients and promote and sell specialized products and services in accordance with your unit’s business objectives and strategies. You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures.
You help analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers. You support current and potential members and clients, represent the organization, and help negotiate agreements with clients. Provide administrative assistance in the areas of compliance, budget monitoring and management of administrative staff to the manager of a large branch or a group of branches.
Serve as resource person for all employees regarding policies, procedures, methods, and operational and interpersonal problem-solving. Proactively help recruit and hire administrative staff for your branch or branches. Competitive salary and annual bonus. ~4 weeks of flexible vacation starting in the first year. ~ Defined benefit pension plan that provides predictable, stable income throughout retirement. ~ Reimbursement of health and wellness expenses and telework equipment. ~*General college diploma in a related field.
Robust communication skills in both French and English, both oral and written due to the nature of the duties or work tools or because the position involves interactions with english-speaking partners, members and/or clients. Equity, Diversity, Inclusion and Accessibility At Desjardins, we believe in equity, diversity and inclusion. We believe our teams should reflect the diversity of the members, clients and communities we serve.
We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance.
📌 Advisor Community Development Intern (Val-d'Or)
🏢 Desjardins Group
📍 Val-d'Or