Client Relationships Investment Assistant (Laval)

Client Relationships Investment Assistant (Laval)

20 Sep
|
Desjardins Group
|
Laval

20 Sep

Desjardins Group

Laval

Become an Investment Assistant at Desjardins, enhancing client interactions and managing securities solutions in a hybrid environment. Focus on tailored investment opportunities and relationship building. As part of the team, you will be responsible for developing strategic relationships with members and clients, facilitating effective communication on investment products.

Your expertise in mutual funds and exchange-traded funds will shine as you implement unique solutions for client needs, ensuring a high level of satisfaction. Key Responsibilities:

- Provide essential compliance and budget oversight
- Coordinate with services to address daily operational issues
- Manage client cheque deposits accurately and efficiently
- Assist in hiring and training of administrative staff
- Organize logistics for employee transitions and onboarding Requirements:
- Related general college diploma required
- At least two years of experience in a similar role
- Proficiency in French required
- Robust customer focus and results-driven mindset
- Ability to navigate complex client needs and foster great relationships Utilize your investment knowledge and interpersonal skills to excel as an Investment Assistant at Desjardins.

📌 Client Relationships Investment Assistant (Laval)
🏢 Desjardins Group
📍 Laval

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