Investment & Securities Advisor - Client Solutions

Desjardins; Saint-Hyacinthe; On-site; CAD 52,000 - 72,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

Flexible vacation

Pension plan

Group insurance

Telemedicine

Wellness reimbursement

Eligibility-based benefits

Job summary

Desjardins is seeking an investment assistant to support member and client relations across branches in the Saint-Hyacinthe area. You will help with compliance, budgeting and staff management while driving service quality and ensuring adherence to Desjardins standards.

Responsibilities include supporting branch operations, processing deposits, coordinating interest for new issues, and assisting with recruitment and logistics for staff hires. Fluency in French is required.

Qualifications

• General college diploma in a related field.
• A minimum of two years of relevant experience.
• Knowledge of French is required.

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.
• 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

Interpersonal Savvy

Customer Focus

Drive results

Action oriented

Nimble learning

French language

Education

General college diploma in a related field

Job description

Desjardins is seeking an investment assistant to support member and client relations across branches in the Saint-Hyacinthe area. You will help with compliance, budgeting and staff management while driving service quality and ensuring adherence to Desjardins standards.

Responsibilities include supporting branch operations, processing deposits, coordinating interest for new issues, and assisting with recruitment and logistics for staff hires. Fluency in French is required.