Investment assistant

Desjardins • Baie-Saint-Paul, QC

5d • Hybrid

About The Position

As an investment assistant, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services through various distribution channels based on member/client needs and current strategies and practices. Your focus areas include discretionary management, mutual funds, exchange-traded funds and structured products. You help develop and maintain business relationships with members and clients. You drive results to handle special information requests from clients and promote and sell specialized products and services in accordance with your unit’s business objectives and strategies. You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. You help analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers. You support current and potential members and clients, represent the organization, and help negotiate agreements with clients. Interpersonal savvy is therefore essential.

Requirements

• College diploma in a related field
• A minimum of two years of relevant experience
• Knowledge of French is required
• Action oriented
• Customer Focus
• Differences
• Drive results
• Interpersonal Savvy
• Nimble learning

Nice To Haves

• Other combinations of qualifications and relevant experience may be considered
• Trade Union (If applicable)

Responsibilities

• Serve, prospect for, solicit, and develop and maintain business relationships with members and clients.
• Sell securities products and services through various distribution channels based on member/client needs and current strategies and practices.
• Focus on discretionary management, mutual funds, exchange-traded funds and structured products.
• Handle special information requests from clients.
• Promote and sell specialized products and services in accordance with unit’s business objectives and strategies.
• Ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures.
• Analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers.
• Support current and potential members and clients.
• Represent the organization.
• Negotiate agreements with clients.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree