Elevate your career as an Investment Assistant with Desjardins, where you will serve and nurture business relationships with members and clients. Focus on securities and personalized solutions to drive client satisfaction.

Desjardins is looking for a detail-oriented Investment Assistant to enhance client relationships based on their needs and strategies. Your responsibilities will include selling securities products like mutual funds and managing client inquiries while ensuring high service quality. You will engage in developing personalized solutions and support client negotiations effectively.

This Investment Assistant role at Desjardins focuses on client satisfaction and effective product solutions.

Key Responsibilities

• Serve and develop business relationships with members and clients
• Sell securities products through various distribution channels
• Analyze client needs to propose integrated service offers
• Support clie...