Support advisors in securities account management with Desjardins as an Investment Assistant. This hybrid role emphasizes proactive client engagement and operational excellence.

The Investment Assistant position requires strong organizational skills and a customer-focused approach. Successful candidates will perform administrative tasks, manage schedules, and facilitate client interactions to enhance business relationships. You'll be integral in ensuring compliance and addressing client inquiries while maintaining high-quality service standards.

Key Responsibilities:
• Prepare documentation for client meetings
• Manage advisors’ calendars and voicemail
• Complete account openings and securities transactions
• Research queries and propose tailored solutions
• Help produce reports and prepare related documents

Requirements:
• College diploma in a related field
• Minimum one year of relevant experience
• Knowledge of French is required
• Solid interpersonal skills for client interaction
• Familiarity with compliance and risk management practices

Leverage your skills and experience in client support to ensure satisfaction and business growth at Desjardins.
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📌 Securities Account Assistant at Desjardins (Quebec City)
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📍 Quebec City