Advisor, Securities

Desjardins; Mascouche; On-site; CAD 52,000 - 68,000; Full time

Benefits offered by this job

Competitive salary

4 weeks flexible vacation

Defined benefit pension

Group insurance including telemedicine

Health and wellness expenses reimb

Telework equipment reimbursement

Eligibility-based benefits

Job summary

Desjardins in Mascouche, QC seeks an investment assistant to support branch operations, develop client relationships and promote securities products through various channels.

You will assist with compliance, budgeting and staff coordination, ensuring service quality and adherence to Desjardins standards. Fluency in French is required and relevant experience is valued.

Qualifications

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

Responsibilities

• Provide administrative assistance in compliance, budget monitoring and management of administrative staff to the branch manager.
• Work with support services to resolve everyday operational issues in the branches.
• Supervise the deposit of client cheques and coordinate interest management for new issues.
• Recruit and hire administrative staff for branches and manage start/end logistics.

Skills

Administrative support

Client relations

Compliance knowledge

Budget monitoring

Team coordination

French language

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.

Required

• 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.

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 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

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!