Support securities advisors through account management, client service, and daily transaction tracking in a hands-on investment assistant role. Use French and interpersonal skills to address requests effectively.
As an investment assistant, you will complete administrative and operational tasks supporting securities account management. The role involves account openings, forms, transactions, advisor scheduling, and client communication. You will also research queries, propose tailored solutions, and contribute to reports and statistics.
Key Responsibilities: Prepare documentation for member and client meetings
Manage advisors’ calendars and voicemail
Complete account openings, forms, and securities transactions




Research queries and propose tailored solutions
Produce reports, statistics, and related documents
Requirements: General college diploma in a related field
Minimum two years of relevant experience
French language knowledge is required
Alternative qualification and experience combinations may be considered
Highly developed interpersonal skills for regular contact
Bring securities administration, client focus, French communication, and results-driven service to support Desjardins advisors and clients.

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📌 Securities Investment Assistant (Quebec City)
🏢 Desjardins
📍 Quebec City