Investment Assistant for Advisor Support – Hybrid

Desjardins Group; Ville-Marie; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

A leading financial services firm in Quebec is seeking an Investment Assistant to support advisors with administrative and operational tasks related to securities account management. The role includes managing client interactions, preparing documentation, and ensuring compliance while maintaining high-quality standards. Ideal candidates will have a college diploma, relevant experience, and knowledge of French. Competitive salary, benefits, and a hybrid work model are offered.

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.
• Knowledge of French is required.

Responsibilities

• Prepare necessary documentation for meetings.
• Manage advisors’ calendars and voicemail.
• Complete account openings and transactions.
• Handle queries and research tailored solutions.
• Produce reports and statistics.

Skills

Customer Focus

Drive results

Interpersonal Savvy

Education

General college diploma in a related field

Job description

A leading financial services firm in Quebec is seeking an Investment Assistant to support advisors with administrative and operational tasks related to securities account management. The role includes managing client interactions, preparing documentation, and ensuring compliance while maintaining high-quality standards. Ideal candidates will have a college diploma, relevant experience, and knowledge of French. Competitive salary, benefits, and a hybrid work model are offered.