(Work place: Laval)
Desjardins values diversity and equity in the workforce and is committed to meeting the needs of people with disabilities by adapting the recruitment process, as needed.
Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.
NV-05As an investment assistant, you play a hands-on role supporting the advisors by performing all the administrative and operational tasks involved in securities account management. You track client account transactions on a daily basis and resolve various administrative situations. You have to be proactive and think ahead. You have the leadership required to handle daily requests and perform tasks as instructed, in accordance with our high quality standards. You are in close, regular contact with our clients, employees and partners to answer questions, take action and keep tabs on any changes in circumstances. Highly developed interpersonal skills are therefore essential. In your actions, you strive to meet the needs of members and clients while ensuring their full satisfaction, business growth, sound risk and compliance management, and adherence to current practices and policies, as well as leveraging your ability to achieve results.
General Information on the Position
Other working conditions
Workplace: The work arrangement for the position is hybrid work #LI-Hybrid
Other relevant information: Position to be filled at the Laval branch with Team Pierre Sanscartier
Number of jobs available: 1
College diploma in a related field
A minimum of one year of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Successful completion of the Canadian Securities Course and the Standards of Conduct Manual Course
For vacant positions available in Quebec, please note that knowledge of French is required
Desjardins Cross-sector skills
Action oriented, Customer Focus, Differences, Nimble learning
Key competencies for the job
Drive results, Interpersonal Savvy
3055, boul. Saint-Martin Ouest Laval
Member/client sales and service (FG)