Investment Assistant at Desjardins

Support financial advisors at Desjardins as an Investment Assistant in a full-time, on-site role. Your primary focus will be on managing client accounts and ensuring operational efficiency.
This position is critical to maintaining seamless communication between clients and financial advisors. You will oversee daily transactions, prepare documentation for meetings, and handle queries effectively. Your proactive nature and leadership skills will help achieve high-quality service standards and foster client satisfaction.
Key Responsibilities:
• Prepare documentation for client and member meetings
• Manage calendars and voicemails for advisors
• Complete account openings and transaction forms
• Address queries and propose tailored solutions
• Generate reports and prepare related documents
Requirements:
• General college diploma in a related field
• Minimum one year of relevant experience
• Proficiency in French is required
• Strong customer focus and int...