Advisor, Securities, Saguenay

Job Summary

Temporary position for 12 months as an investment assistant supporting advisors by performing administrative and operational tasks involved in securities account management. Responsibilities

Track client account transactions on a daily basis and resolve various administrative situations. Prepare necessary documentation for member and client meetings. Manage advisors’ calendars and voicemail. Complete account openings, forms and securities transactions as directed. Handle certain queries, perform research and propose solutions tailored to member and client needs.Take part in producing reports and statistics and preparing related documents. Act proactively, think ahead, and handle daily requests in accordance with high quality standards. Communicate regularly with clients, employees and partners to answer questions, take action and keep tabs on any changes in circumstances.Qualifications and Skills

General college diploma in a related field. Minimum of one year of relevant experience (other combinations may be considered). Knowledge of French. Action oriented, customer focus, drive results, interpersonal savvy, nimble learning. Leadership required to handle daily requests and perform tasks as instructed.Trade Union membership (if applicable). What We Offer

Competitive salary and annual bonus. 4 weeks of flexible vacation starting in the first year. Defined benefit pension plan providing predictable, stable income throughout retirement. Group insurance including telemedicine. Reimbursement of health and wellness expenses and telework equipment. Benefits apply based on eligibility criteria.EEO Statement

At Desjardins, we believe in equity, diversity and inclusion. We are 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. 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 more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

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