Assistant advisor - Securities – Brossard location at Desjardins

Main responsibilities

• Support the investment advisor (or team) in all administrative, customer service and business development activities.
•  Respond to information requests from clients regarding their account and/or products and services offered by the firm, and carry out the necessary follow-up and research to ensure quality service at all times.
• Complete, check and forward various forms related to account openings.
• Monitor daily activity in client accounts and handle various administrative details to free up the advisor(s).
• Check data from various information sources to ensure their compliance, in accordance with established policies and standards (transaction corrections, cheque requisitions and deposits, transfer follow-ups, mail received and sent, swaps and RRSP contributions).
• Carry out buy and sell transactions for clients in accordance with the advisor(s) instructions.
• Carry out data entry, including producing various documents for clients, while ensuring the quality of the writing and presentation of documents.
• Help identify operational risks and seek ways to improve the team’s activities.

Qualifications

• Diploma of Collegial Studies in an appropriate discipline.
• Three (3) years of relevant experience in a similar position
• Successfully completed the Canadian Securities Course and the Conduct and Practices Handbook Course.
• Proficiency in Microsoft Office Suite (Word, PowerPoint and Excel) in a windows environment
• Customer focus
• Strong communication skills in French and English, written and spoken
• Interpersonnal savvy
• Informing
• Approachability
• Time management
• Problem solving

Other working conditions

• Number of jobs available :1

Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

Trade Union (If applicable)

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Job Family

Member/client sales and service (FG)

Unposting Date

2025-11-3 Apply Now