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.

#J-18808-Ljbffr

📌 Securities Sales Client Advisor (Quebec City)
🏢 Desjardins
📍 Quebec City