Securities Advisor & Client Solutions Lead

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

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks vacation

Defined benefit pension plan

Group insurance including telemedicine

Health and wellness expense reimburse

Telework equipment reimbursement

Job summary

Desjardins is seeking an investment assistant to support member and client relationships, help sell securities products, and develop tailored service offers across channels. The role emphasizes compliance, branch operations, and proactive client service, with emphasis on attention to detail and collaboration within the team.

Responsibilities include administrative support, staff coordination, and recruitment for multiple branches, while ensuring service quality and meeting unit objectives.

Qualifications

• General college diploma in a related field
• A minimum of two years of relevant experience
• Please note that other combinations of qualifications and relevant experience may be considered
• 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 recruit and hire administrative staff for your branch or branches. Handle logistics when employees start or leave.

Skills

Interpersonal savvy

Action oriented

Customer focus

Drive results

Education

General college diploma

Job description

Desjardins is seeking an investment assistant to support member and client relationships, help sell securities products, and develop tailored service offers across channels. The role emphasizes compliance, branch operations, and proactive client service, with emphasis on attention to detail and collaboration within the team.

Responsibilities include administrative support, staff coordination, and recruitment for multiple branches, while ensuring service quality and meeting unit objectives.