Elevate your career as a Securities Investment Assistant with Desjardins. This role involves hands-on support for advisors and requires robust interpersonal skills and proactive account management. In this position, you will manage advisors’ schedules, perform account transactions, and prepare documentation for client meetings.

Close collaboration with clients and colleagues is essential to ensure comprehensive service and effective solutions. The role demands a keen attention to detail, dedication to client satisfaction, and adherence to compliance standards. Key Responsibilities:
Track daily client account transactions and resolve issues
Prepare documentation for client and member meetings
Manage calendars and voicemails for advisors
Complete account forms and securities transactions
Produce reports and prepare relevant statistics Requirements:
General college diploma in a relevant field
Minimum of two years of experience in a similar role
Knowledge of French is required
Other combinations of qualifications may be considered
Solid focus on client satisfaction and compliance Leverage your skills to support clients effectively at Desjardins.

📌 Securities Investment Assistant At Desjardins Trois Rivières (Trois-Rivières)
🏢 Desjardins
📍 Trois-Rivières