Investment Assistant - Securities & Client Solutions

Desjardins Group; Brossard; On-site; CAD 45,000 - 70,000; Full time

Benefits offered by this job

Competitive salary & annual bonus

4 weeks vacation

Defined benefit pension

Group insurance with telemedicine

Health and wellness expenses reimb

Telework equipment

Job summary

Desjardins Group in Canada seeks an Investment Assistant to support member and client relationships, assist with compliance, budgeting and branch operations, and help develop tailored financial solutions across securities, funds, ETFs and structured products.

You will work to ensure service quality, analyze client needs, recruit and onboard administrative staff, and coordinate logistics for new issues, while embodying interpersonal savvy and a client-first mindset.

Qualifications

• General college diploma in a related field.
• 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.

Responsibilities

• 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 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.

Skills

French language proficiency

Customer focus

Interpersonal Savvy

Action oriented

Drive results

Nimble learning

Education

General college diploma

Job description

Desjardins Group in Canada seeks an Investment Assistant to support member and client relationships, assist with compliance, budgeting and branch operations, and help develop tailored financial solutions across securities, funds, ETFs and structured products.

You will work to ensure service quality, analyze client needs, recruit and onboard administrative staff, and coordinate logistics for new issues, while embodying interpersonal savvy and a client-first mindset.