Securities Advisor & Client Solutions (Hybrid)

Desjardins; Amos; Hybrid; CAD 52,000 - 76,000; Full time

Benefits offered by this job

Bonus

4 weeks vacation

Pension plan

Group insurance

Telework equipment reimbursement

Job summary

Desjardins is seeking an investment assistant to support branch operations and client services across multiple channels. You will help analyze member/client needs and develop personalized solutions, while promoting securities products in line with the unit's objectives.

Primary duties include administrative support, onboarding staff, and coordinating operations to ensure satisfaction and service quality. French and English communication is essential, with hybrid work options available.

Qualifications

• General college diploma in a related field.
• Strong communication skills in both French and English, both oral and written.

Responsibilities

• Provide administrative assistance in compliance, budget monitoring and staff management for a large branch or group of branches.
• Resolve everyday operational issues in the branch with support services.
• Supervise deposit of client cheques and handle complex tasks including interest management for new issues.
• Recruit and hire administrative staff and handle onboarding/offboarding logistics.

Skills

Communication skills

Interpersonal Savvy

Bilingual English/French

Action oriented

Education

College diploma

Job description

Desjardins is seeking an investment assistant to support branch operations and client services across multiple channels. You will help analyze member/client needs and develop personalized solutions, while promoting securities products in line with the unit's objectives.

Primary duties include administrative support, onboarding staff, and coordinating operations to ensure satisfaction and service quality. French and English communication is essential, with hybrid work options available.