Investment Assistant

Desjardins
Montréal, QC
30+ days ago
Desjardins
Desjardins
vmdconseil.ca

Job Description

Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.

Job Level

NV-05

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.

General Information on the Position

Other working conditions

  • Number of job available : 1

Qualifications

  • College diploma in a related field

  • A minimum of one year of relevant experience

Please note that other combinations of qualifications and relevant experience may be considered

  • For vacant positions available in Quebec, please note that knowledge of French is required

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Drive results, Interpersonal Savvy

Work Location

1, Place Ville-Marie Montréal

Trade Union

Non Syndiqué

Unposting Date

2021-08-2

Job Family

Member/client sales and service (FG)

Source

https://ca.indeed.com/jobs

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