Investment Assistant

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

Job summary

An established financial institution in Montreal is seeking an investment assistant to support business relationships and assist with administrative operations. The role requires at least two years of relevant experience and a college diploma. Key responsibilities include helping resolve client issues, supervising client deposits, and recruiting administrative staff. This position offers a competitive salary, bonuses, a defined benefit pension plan, and flexible vacation options.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Qualifications

• A minimum of two years of relevant experience is required.
• Other combinations of qualifications and relevant experience may be considered.

Responsibilities

• Provide administrative assistance in compliance and management of administrative staff.
• Help recruit and hire administrative staff.
• Supervise the deposit of client cheques.
• Resolve everyday operational issues.

Skills

Customer Focus

Interpersonal Savvy

Action Oriented

Drive Results

Nimble Learning

Education

General college diploma in a related field

Job description

Overview

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 includes discretionary management, mutual funds, exchange-traded funds and structured products. You help develop and maintain business relationships with members and clients, drive results, handle special information requests from clients, and promote and sell specialized products and services in accordance with your unit’s objectives and strategies. You ensure member/client satisfaction and service quality in line with the organization’s standards and procedures. You assist in analyzing member/client needs, developing and implementing personalized solutions, and proposing integrated service offers. You support current and potential members and clients, represent the organization, and help negotiate agreements with clients. Interpersonal savvy is essential.

Specific responsibilities include:

1. 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 a resource person for policies, procedures, methods, and operational/interpersonal problem-solving.

2. Work with support services to resolve everyday operational issues in the branch or branches.

3. Supervise the deposit of client cheques and handle complex operational tasks, including coordinating interest management for new issues.

4. 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

• 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

Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

Trade Union (If applicable)

At Desjardins, we believe in equity, diversity and inclusion. We are 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. Desjardins has 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)

Unposting Date

2025-09-29