Grow your career as a Client Services Investment Assistant at Desjardins. In this hybrid role, focus on client relationship management and securities product sales tailored to member needs. This position involves analyzing client requests and providing integrated service offers across various investment options.
You will support business operations, ensure compliance, and maintain high service quality while enhancing member satisfaction. Your interpersonal skills will be vital in negotiating and maintaining robust client relationships. Key Responsibilities:
Provide tailored investment solutions to clients
Support compliance processes and manage branch resources
Handle complex operational tasks and staff logistics
Serve as a resource for branch employees on policies
Resolve client queries with dedicated support Requirements:
General college diploma in related areas
At least two years of pertinent experience
Bilingual skills in French and English required
Familiarity with securities and investment procedures
Proven ability to communicate effectively and solve problems Empower clients and grow within the Desjardins workplace, where service quality and member satisfaction are prioritized.
📌 Client Services Investment Assistant Val D'or (Val-d'Or)
🏢 Desjardins Group
📍 Val-d'Or
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