Build member and client relationships through securities products, including mutual funds, ETFs, and structured products at Desjardins. French is required.

As an Investment Assistant, you support sales and service based on member and client needs, current strategies, and practices. Your responsibilities span prospecting, solicitation, discretionary management, and specialized product promotion. You help maintain service quality and satisfaction according to organizational standards and procedures.

Key Responsibilities:

- Support securities product sales across distribution channels
- Focus on discretionary management and investment products
- Prospect for and develop member and client relationships
- Respond to special information requests from clients
- Drive results aligned with business objectives and strategies

Requirements:

- Related college diploma
- At least two years of relevant experience
- French language knowledge
- Relevant alternate qualification combinations may be considered
- Interpersonal savvy and nimble learning

Bring investment product knowledge, relationship-building ability, and customer focus to Desjardins securities sales and service.

📌 Securities Sales Client Advisor (Canada)
🏢 Desjardins
📍 Canada