Investment analyst conducting deep research and analysis for technology companies. Collaborating with peers to support multi - million dollar investment decisions.
About the role
- Wealth Management Assistant supporting business relationships and selling securities products at Desjardins. Providing administrative assistance and ensuring client satisfaction in financial services.
Responsibilities
- Help 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
- Analyze member/client needs and develop personalized solutions
- Provide administrative assistance in compliance and budget monitoring
- Serve as resource person for all employees regarding policies and procedures
Requirements
- Attestation of Collegial Studies
- A minimum of three years of relevant experience
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
- Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning
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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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