Investment Assistant at Desjardins

Elevate your career as an Investment Assistant with Desjardins! This temporary role focuses on account management support and client engagement while ensuring adherence to quality standards.

In this 12-month opportunity, you will assist advisors in handling securities account operations. Your key responsibilities include managing calendars, preparing client documentation, and providing tailored solutions to clients. Strong interpersonal skills are essential as you engage regularly with clients and manage daily requests effectively.

Key Responsibilities:
• Prepare documentation for client meetings
• Manage advisors’ calendars and voicemail
• Complete account openings and securities transactions
• Handle queries and propose tailored solutions
• Contribute to reports and statistics preparation

Requirements:
• General college diploma in a related field
• Minimum one year of relevant experience
• Proficie...