Investment Assistant Securities Services (Ontario)

Investment Assistant Securities Services (Ontario)

30 Oct
|
Relevance
|
Ontario

30 Oct

Relevance

Ontario

Support securities clients through investment assistance, relationship development, and personalized solutions in a hybrid Desjardins position. Use French and advanced English while serving members and clients.
As an Investment Assistant, you support securities sales and service across discretionary management, mutual funds, exchange-traded funds, and structured products. You help analyze needs, propose integrated offers, resolve requests, and maintain business relationships. Administrative support also serves managers across large branches or branch groups.
Key Responsibilities: Serve, prospect for, solicit, and develop client relationships
Support securities products through distribution channels
Analyze needs and implement personalized solutions




Provide compliance and budget-monitoring administrative assistance
Coordinate complex operational tasks and cheque deposits
Requirements: General college diploma in a related field
At least two years of relevant experience
Knowledge of French is required
Advanced English proficiency at Level 5
Other qualification and experience combinations may qualify
Apply investment assistance, securities knowledge, relationship development, and bilingual communication to Desjardins member and client service.

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📌 Investment Assistant Securities Services (Ontario)
🏢 Relevance
📍 Ontario

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