Client-Focused Securities Investment Advisor
D
Desjardins
📍 outaouais, qc, Canada
Job Description
Elevate your career as a Client-Focused Securities Investment Advisor, dedicated to developing business relationships and offering tailored investment solutions. Drive results with exceptional client service.
As an investment assistant, you will play a vital role in selling securities and supporting clients' investment needs. Your competencies in mutual funds and structured products will empower you to provide personalized service, while your strong communication skills in French and English ensure effective client interactions. Assist in compliance and operational management across branches.
Key Responsibilities:
• Provide senior administrative support for compliance and budget
• Supervise complex client transactions, including cheque deposits
• Recruit and onboard administrative staff for the branch
• Coordinate with services to resolve operational issues
• Analyze and implement tailored investment solutions for clients
Requirements:
• General college diplo...
As an investment assistant, you will play a vital role in selling securities and supporting clients' investment needs. Your competencies in mutual funds and structured products will empower you to provide personalized service, while your strong communication skills in French and English ensure effective client interactions. Assist in compliance and operational management across branches.
Key Responsibilities:
• Provide senior administrative support for compliance and budget
• Supervise complex client transactions, including cheque deposits
• Recruit and onboard administrative staff for the branch
• Coordinate with services to resolve operational issues
• Analyze and implement tailored investment solutions for clients
Requirements:
• General college diplo...