On-Site Securities Support Advisor

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

Benefits offered by this job

Annual bonus

4 weeks of flexible vacation

Pension plan

Group insurance including telemedicine

Job summary

Desjardins Group in Montreal, QC, is seeking an Investment Assistant on a full-time, on-site basis. You will support advisors by handling administrative and operational tasks in securities account management, track client transactions daily, and respond to client inquiries with proactive problem solving.

The role emphasizes strong interpersonal skills, client focus, and adherence to risk and compliance standards.

Qualifications

• College diploma in a related field.
• Minimum of one year of relevant experience.
• Knowledge of French is required.

Responsibilities

• 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

Skills

Action oriented

Business insight

Communicates effectively

Customer focus

Differences

Drive results

Interpersonal savvy

Nimble learning

Education

College diploma in a related field

Job description

Desjardins Group in Montreal, QC, is seeking an Investment Assistant on a full-time, on-site basis. You will support advisors by handling administrative and operational tasks in securities account management, track client transactions daily, and respond to client inquiries with proactive problem solving.

The role emphasizes strong interpersonal skills, client focus, and adherence to risk and compliance standards.