Advisor, Securities

Desjardins; Sherbrooke; On-site; CAD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks vacation

Defined benefit pension plan

Group insurance including telemedicine

Job summary

Desjardins is seeking an investment assistant to support advisors with administrative and operational tasks in securities account management. You will track client transactions daily, respond to inquiries, and proactively handle ongoing client needs to ensure satisfaction and compliance.

You will prepare meeting materials, manage calendars, and assist with account openings and transactions, while contributing to reports and data analysis in a client-focused environment.

Qualifications

• Must have a general college diploma in a related field.
• Minimum of two years of relevant experience.
• Knowledge of French is required.
• Combining different qualifications and experience may be considered.

Responsibilities

• Prepare documentation for member and client meetings.
• Manage advisors’ calendars and voicemail.
• Complete account openings, forms and securities transactions as directed.
• Respond to queries, research as needed and propose tailored solutions.
• Produce reports and statistics and prepare related documents.

Skills

Interpersonal skills

Proactive mindset

Leadership

Effective communication

Education

General college diploma in a related field

Job description

Required

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.

• 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

• General 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

Customer Focus, Drive results, Interpersonal Savvy

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!

Job Family

Member/client sales and service (FG)