Financial Services Assistant
Desjardins
full-time
Posted on:
Location Type: Hybrid
Location: Montréal • Canada
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About the role
- Help serve, prospect for, solicit, and develop and maintain business relationships with members and clients
- Sell securities products and services through various distribution channels
- Analyze member/client needs, develop and implement personalized solutions
- Supervise the deposit of client cheques and handle complex operational tasks
- Proactively help recruit and hire administrative staff for your branch or branches
Requirements
- Attestation of Collegial Studies
- A minimum of three years of relevant experience
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
- Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
securities productspersonalized solutionsoperational tasks
Soft Skills
action orientedcustomer focusinterpersonal savvydrive resultsnimble learning
Certifications
Attestation of Collegial Studiesmutual fund representative certificate