Support securities sales and client relationships at Desjardins while applying interpersonal savvy and knowledge of mutual funds and structured products. Serve clients through wide-ranging 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.