Quebec, Quebec, Canada · Hybrid
Temporary position for 12 months As an investment assistant, you play a hands-on role supporting the advisors by performing all the administrative and operational tasks involved in securities account management. You trac…
Skills: Securities Account Management, Administrative Support, Client Relationship Management, Calendar Management, Account Opening
Quebec, Quebec, Canada · Hybrid
Temporary position for 12 months As an investment assistant, you play a hands-on role supporting the advisors by performing all the administrative and operational tasks involved in securities account management. You trac…
Skills: Securities Account Management, Administrative Support, Client Relationship Management, Calendar Management, Account Opening
Quebec, Quebec, Canada · Hybrid
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Quebec, Quebec, Canada · Hybrid
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Quebec, Quebec, Canada · On-site
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Quebec, Quebec, Canada · On-site
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Quebec, Quebec, Canada · On-site
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Quebec, Quebec, Canada · On-site
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Quebec, Quebec, Canada · On-site
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Quebec, Quebec, Canada · Remote OK
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Quebec, Quebec, Canada · Hybrid
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Provide administrative and operational support to advisors by managing securities accounts and tracking daily client transactions. Handle client queries, manage calendars, and prepare documentation for member meetings.
Requires a general college diploma in a related field and at least one year of relevant experience. Proficiency in French and strong interpersonal skills are required.
Temporary position for 12 months
As an investment assistant, you play a hands-on role supporting the advisors by performing all the administrative and operational tasks involved in securities account management. You track client account transactions on a daily basis and resolve various administrative situations. You have to be proactive and think ahead. You have the leadership required to handle daily requests and perform tasks as instructed, in accordance with our high quality standards. You are in close, regular contact with our clients, employees and partners to answer questions, take action and keep tabs on any changes in circumstances. Highly developed interpersonal skills are therefore essential. In your actions, you strive to meet the needs of members and clients while ensuring their full satisfaction, business growth, sound risk and compliance management, and adherence to current practices and policies, as well as leveraging your ability to achieve results. More specifically, you will be required to :
What we offer
Benefits apply based on eligibility criteria.
#LI-Hybrid
What you bring to the table
At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.
If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News.
Offices: 100, rue des Commandeurs, Lévis, Québec G6V 7N5, CA · 11 King St W, Toronto, ON M5H 4C7, CA · 110 9 Ave SW, Calgary, AB T2P 0T1, CA · 1 Complexe Desjardins, Montreal, QC H2X, CA
