Investment Assistant Securities Services (Alma)

Investment Assistant Securities Services (Alma)

03 Nov
|
Desjardins
|
Alma

03 Nov

Desjardins

Alma

Support securities sales and client relationships as an Investment Assistant at Desjardins, serving needs through multiple distribution channels. French is required for this role.

This role supports discretionary management, mutual funds, exchange-traded funds, and structured products. You help prospect, solicit, and develop member and client relationships. You also promote specialized products and services while maintaining satisfaction and service quality under organizational standards.

Key Responsibilities:

- Serve, prospect for, and solicit members and clients
- Sell securities products through various distribution channels
- Develop and maintain business relationships with members and clients
- Handle special client information requests
- Promote specialized products and services

Requirements:

- College diploma in a related field
- Minimum two years of relevant experience
- Knowledge of French is required
- Other qualification and experience combinations may be considered
- Customer focus and action-oriented approach

Apply securities knowledge, client service, and relationship development skills while supporting Desjardins members and clients.

📌 Investment Assistant Securities Services (Alma)
🏢 Desjardins
📍 Alma

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