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Securities Advisor
DesjardinsInvestment assistant at Desjardins, serving and developing client relationships. Focus on selling securities products and ensuring client satisfaction in a hybrid work environment.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in compliance management, budget monitoring, and administrative staff supervision, while effectively resolving operational issues and facilitating recruitment processes. Proficient in providing guidance on policies and procedures to enhance operational efficiency.
Highest-signal resume keywords
Compliance ManagementBudget MonitoringStaff SupervisionOperational Problem-SolvingBilingual in French
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Administrative AssistanceBudget ManagementOperational CoordinationRecruitment ProcessesPolicy Implementation
Soft Skills
Interpersonal CommunicationProblem-Solving
Certifications & Qualifications
College Diploma in Related Field
Industry Keywords
Branch ManagementClient Cheque ProcessingInterest Management
About the role
Key responsibilities & impact- Provide administrative assistance in the areas of compliance, budget monitoring and management of administrative staff to the manager of a large branch or a group of branches.
- Serve as resource person for all employees regarding policies, procedures, methods, and operational and interpersonal problem-solving
- Work with support services to resolve everyday operational issues in the branch or branches
- Supervise the deposit of client cheques and handle complex operational tasks, including coordinating interest management for new issues
- Proactively help recruit and hire administrative staff for your branch or branches. Handle logistics when employees start or leave.
Requirements
What you’ll need- College diploma in a related field
- A minimum of two years 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