Join Desjardins as an Investment Assistant, where your role centers on building business relationships and selling securities products. Your expertise will help clients and members achieve their financial goals.

As an Investment Assistant, you will engage with clients, provide tailored solutions, and manage business relationships to ensure satisfaction. You need two years of relevant experience and a college diploma in a related field. Key focus areas include mutual funds, discretionary management, and exchange-traded funds, while leveraging your knowledge of French to enhance client interactions.

Key Responsibilities

• Serve and develop business relationships with clients
• Sell securities products based on client needs
• Analyze member requirements and implement solutions
• Drive results in alignment with organizational objectives
• Negotiate agreements and promote specialized services

Requirements