Advisor, Securities

Desjardins; Mascouche; On-site; CAD 45,000 - 75,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation starting

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness

Job summary

Desjardins Group is seeking an Investment Assistant to support branch operations and client relationships across multiple distribution channels. You will assist in selling securities products, analyzing member needs, and developing integrated service offers aligned with unit objectives.

The role emphasizes strong client service, adherence to standards, and proactive problem-solving within a collaborative team.

Qualifications

• College diploma in a related field.
• A minimum of two years of relevant experience.
• Other combinations of qualifications and experience may be considered.
• Knowledge of French is required.

Responsibilities

• Provide administrative assistance in compliance, budget monitoring and management of administrative staff to the manager of a large branch or a group of branches.
• Serve as resource person for policies, procedures, methods, and problem-solving.
• Work with support services to resolve everyday operational issues in the branches.
• Supervise deposit of client cheques and handle complex tasks, including coordinating interest management for new issues.
• Proactively help recruit and hire administrative staff for your branch or branches.
• Handle logistics when employees start or leave.

Skills

Interpersonal savvy

Customer focus

Drive results

Nimble learning

Education

College diploma in a related field

Job description

As an investment assistant, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services through various distribution channels based on member/client needs and current strategies and practices. Your focus areas include discretionary management, mutual funds, exchange-traded funds and structured products. You help develop and maintain business relationships with members and clients. You drive results to handle special information requests from clients and promote and sell specialized products and services in accordance with your unit’s business objectives and strategies. You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. You help analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers. You support current and potential members and clients, represent the organization, and help negotiate agreements with clients. Interpersonal savvy is therefore essential.

Job Responsibilities

• Provide administrative assistance in the areas of compliance, budget monitoring and management of administrative staff to the manager of a large branch or a group of branches.
• Serve as resource person for all employees regarding policies, procedures, methods, and operational and interpersonal problem-solving
• Work with support services to resolve everyday operational issues in the branch or branches
• Supervise the deposit of client cheques and handle complex operational tasks, including coordinating interest management for new issues
• Proactively help recruit and hire administrative staff for your branch or branches.
• Handle logistics when employees start or leave.

Benefits

• 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.

Requirements

• College diploma in a related field
• A minimum of two years 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

Diversity & Inclusion

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!

About Desjardins

Desjardins Group is the largest cooperative financial group in North America. We're the choice for over 52,000 employees and we're named one of Canada's top employers by Mediacorp and Forbes. We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance. Pursuing a career at Desjardins means being part of an organization that puts people first.