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Advisor, Securities
DesjardinsInvestment assistant managing administrative tasks for securities accounts and supporting client interactions. Collaborating with advisors and ensuring high-quality standards in client services.
About the role
Key responsibilities & impact- Prepare the necessary documentation for member and client meetings.
- Manage the advisors’ calendars and voicemail.
- Complete account openings, forms and securities transactions as directed by the advisor(s).
- Handle certain queries, perform the necessary research and propose solutions tailored to member and client needs.
- Take part in producing reports and statistics and preparing related documents.
Requirements
What you’ll need- General college diploma in a related field
- A minimum of two years of relevant experience
- Knowledge of French is required
- Customer Focus
- Drive results
- Interpersonal Savvy
Benefits
Comp & perks- 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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Account OpeningsSecurities TransactionsDocumentation PreparationReport ProductionResearch Skills
Soft Skills
Interpersonal SavvyCustomer FocusDrive Results
Certifications
General College Diploma