Support securities sales and client relationships at Desjardins while applying interpersonal savvy and knowledge of mutual funds and structured products. Serve clients through varied distribution channels.
As an Investment Assistant, you help analyze member and client needs, develop personalized solutions, and propose integrated service offers. You support discretionary management, mutual funds, exchange-traded funds, and structured products while promoting specialized services. The position also includes administrative support for branch operations.
Key Responsibilities:
- Serve, prospect for, solicit, and develop client relationships
- Promote securities products according to client needs
- Provide compliance and budget monitoring assistance
- Resolve operational issues with support services
- Coordinate interest management for recent issues
Requirements:
- College diploma in a related field
- At least two years of relevant experience
- Knowledge of French is required
- Interpersonal savvy for client negotiations and solutions
- Other qualification and experience combinations may apply
Apply client focus, securities knowledge, and relationship-building skills while supporting Desjardins members, clients, and branch operations.