Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-
edge virtual access methods.
NV-05The incumbent will support an investment advisor or a team of advisors by providing professional, efficient customer service and sound administrative management of client accounts, in accordance with the firm’s procedures and regulatory standards in the securities industry.
They will process client information and assume various operational support duties related to the advisor or team’s activities, including completing transactions on behalf of clients in accordance with instructions from the investment advisor(s).
ups and research to ensure that a high level of service is maintained at all times.
ups, mail received and sent, swaps and RRSP contributions, etc.).
Other working conditions
Please note that other combinations of qualifications and relevant experience may be considered
Desjardins Cross-sector skills
Accountability, Collaborates, Customer Focus, Innovation
Key competencies for the job
Decision quality, Drive results, Interpersonal Savvy