Exciting opportunity for an Investment Assistant at Desjardins. Focus on serving clients, selling securities products, and building lasting relationships while supporting operational excellence.

Desjardins seeks an Investment Assistant to develop and maintain business relationships with both members and clients. You will assist in selling securities products, including mutual funds and ETFs, while ensuring client satisfaction and compliance with standards. An essential part of this role is driving results and proactively addressing client needs.

Key Responsibilities:
• Provide administrative support for compliance and budget monitoring
• Supervise client cheque deposits and complex operational tasks
• Collaborate with support services to address operational issues




• Assist in recruiting and hiring for administrative positions
• Promote and sell specialized products aligned with strategies

Requirements:
• General college diploma in a relevant field
• Minimum of two years of experience in a related setting
• Proficiency in French is required
• Knowledge of securities products and client relations strategies
• Solid interpersonal skills to facilitate problem-solving

Utilize your relationship-building and operational skills as an Investment Assistant at Desjardins.
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📌 Investment Assistant at Desjardins (Quebec City)
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📍 Quebec City