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Securities Advisor
DesjardinsInvestment Assistant supporting advisors by managing securities account transactions and client relations for Desjardins. Ensuring compliance, documentation, and reporting for effective operations.
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- College diploma in a related field
- A minimum of one year of relevant experience
- Knowledge of French is required
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 OpeningSecurities TransactionsReport PreparationResearch SkillsDocumentation Skills
Soft Skills
Organizational SkillsProblem-SolvingCommunication Skills
Certifications
College Diploma