Advisor, Securities

Desjardins Group; Montreal (administrative region); Hybrid; CAD 50,000 - 70,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks vacation

Defined benefit pension

Group insurance including telemedicine

Health & wellness expense reimburse

Telework equipment

Job summary

Desjardins Group is seeking an Investment Assistant to support advisors with securities account management and daily administrative tasks. You will prepare meeting documentation, manage calendars, and handle securities transactions under guidance, ensuring accuracy and client satisfaction.

You’ll respond to enquiries, conduct research, and help produce reports while maintaining strong compliance and risk management practices. French proficiency is required.

Qualifications

• 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.

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.

Skills

Customer focus

Interpersonal savvy

Drive results

Action oriented

Nimble learning

Differences

Education

College diploma in 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:

• 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. #LI-Hybrid

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.

We can provide accommodations at any stage in the recruitment process. Just ask!

Trade Union (If applicable)

Job Family Member/client sales and service (FG)

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.