Advisor, Securities

Desjardins Group; Amos; On-site; CAD 42,000 - 64,000; Full time

Benefits offered by this job

4 weeks of flexible vacation starting

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness +

telework equipment

Job summary

Desjardins Group is seeking an investment assistant to support advisors by handling administrative and operational tasks in securities account management. You will track client account transactions daily, respond to inquiries, and proactively anticipate needs to ensure client satisfaction and compliant risk management.

In this role, you will prepare meetings, manage calendars, complete openings and transactions, and contribute to reports.

Qualifications

• College diploma required.
• Minimum of one year of relevant experience.
• Knowledge of French is required.
• Equity, Diversity, Inclusion and Accessibility are valued.

Responsibilities

• Prepare documentation for member and client meetings.
• Manage advisors’ calendars and voicemail.
• Complete account openings, forms and securities transactions as directed by the advisor(s).
• Handle inquiries, perform research and propose solutions tailored to member and client needs.
• Produce reports and statistics and prepare related documents.

Skills

Action oriented

Customer Focus

Drive results

Interpersonal Savvy

Nimble learning

Equity Diversity Inclusion

Education

College diploma in a related field

Job description

As an investment assistant, you play a hands-on role supporting the advisors by performing all the administrative and operational tasks involved in securities account management. You track client account transactions on a daily basis and resolve various administrative situations. You have to be proactive and think ahead. You have the leadership required to handle daily requests and perform tasks as instructed, in accordance with our high quality standards. You are in close, regular contact with our clients, employees and partners to answer questions, take action and keep tabs on any changes in circumstances. Highly developed interpersonal skills are therefore essential. In your actions, you strive to meet the needs of members and clients while ensuring their full satisfaction, business growth, sound risk and compliance management, and adherence to current practices and policies, as well as leveraging your ability to achieve results. More specifically, you will be required to:

Responsibilities

• Prepare the necessary documentation for member and client meetings
• Manage the advisors’ calendars and voicemail
• Complete account openings, forms and securities transactions as directed by the advisor(s)
• Handle certain queries, perform the necessary research and propose solutions tailored to member and client needs
• Take part in producing reports and statistics and preparing related documents

What we offer

• Competitive salary and annual bonus
• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan that provides predictable, stable income throughout retirement
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses and telework equipment

* Benefits apply based on eligibility criteria.

What you bring to the table

• College diploma in a related field
• A minimum of one year of relevant experience
• Please note that other combinations of qualifications and relevant experience may be considered
• Knowledge of French is required
• Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning
• Equity, Diversity, Inclusion and Accessibility

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!