Securities Client Services Advisor

Desjardins; Brossard; On-site; CAD 48,000 - 62,000; Full time

Benefits offered by this job

Competitive salary + annual bonus

4 weeks vacation (flexible)

Defined benefit Pension

Group insurance + telemedicine

Health & telework equipment

Job summary

Desjardins seeks an investment assistant to support advisors by handling administrative tasks for securities accounts. You will manage documentation, calendars and client inquiries, ensuring timely processing and high-quality service to members and clients.

The role emphasizes accuracy, risk awareness and compliant operations. The position requires a general college diploma, at least two years of relevant experience, and fluent French.

Qualifications

• General college diploma in a related field.
• A minimum of two years of relevant experience.
• Knowledge of French is required.
• Other combinations of qualifications and relevant experience may be considered

Responsibilities

• Prepare 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 queries, perform research and propose solutions.
• Produce reports and statistics and prepare related documents

Skills

Customer focus

Drive results

Interpersonal Savvy

Education

General college diploma in a related field

Job description

Desjardins seeks an investment assistant to support advisors by handling administrative tasks for securities accounts. You will manage documentation, calendars and client inquiries, ensuring timely processing and high-quality service to members and clients.

The role emphasizes accuracy, risk awareness and compliant operations. The position requires a general college diploma, at least two years of relevant experience, and fluent French.