Advisor, Securities

Desjardins; Sept-Îles; On-site; CAD 52,000 - 76,000; 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

Health and wellness expense reimburse.

Telework equipment

Job summary

Desjardins in Canada seeks an investment assistant to support member and client relationships, prospect for new business, and help sell securities through multiple channels. You’ll contribute to discretionary management, mutual funds, ETFs, and structured products, aligning with unit strategies and service standards.

You will handle administrative tasks in compliance, budget monitoring, supervising staff logistics, and recruitment support for branches.

Qualifications

• Experience assisting financial services teams and clients.
• Ability to analyze member needs and deliver tailored solutions.
• Strong communication and problem-solving capabilities.

Responsibilities

• Provide administrative support in compliance, budget monitoring and staff management.
• Serve as resource person for policies, procedures and operations in branches.
• Coordinate issue resolution with support services and supervise client cheque deposits.

Skills

Client service

Interpersonal skills

Problem solving

Team leadership

French knowledge

Education

College diploma

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.

More specifically, you will be required to:

• 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. #LI-Hybrid

What you bring to the table

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

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.