Advisor, Securities

Job summary

You will support advisors by managing securities account operations, handling client queries, and preparing necessary documentation for meetings. Additionally, you will be responsible for maintaining advisor calendars, performing research, and producing reports to ensure high-quality service and compliance.

Job details

As an investment assistant, you play a hands-on role supporting the advisors by performing all the administrative and operational tasks involved in securities account management. You track client account transactions on a daily basis and resolve various administrative situations. You have to be proactive and think ahead. You have the leadership required to handle daily requests and perform tasks as instructed, in accordance with our high quality standards. You are in close, regular contact with our clients, employees and partners to answer questions, take action and keep tabs on any changes in circumstances. Highly developed interpersonal skills are therefore essential. In your actions, you strive to meet the needs of members and clients while ensuring their full satisfaction, business growth, sound risk and compliance management, and adherence to current practices and policies, as well as leveraging your ability to achieve results. More specifically, you will be required to : Prepare the necessary documentation for member and client meetings. Manage the advisors’ calendars and voicemail. Complete account openings, forms and securities transactions as directed by the advisor(s). Handle certain queries, perform the necessary research and propose solutions tailored to member and client needs. Take part in producing reports and statistics and preparing related documents. What we offer* 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 *Benefits apply based on eligibility criteria. What you bring to the table General college diploma in a related field A minimum of two years of relevant experience Please note that other combinations of qualifications and relevant experience may be considered Knowledge of French is required Customer Focus, Drive results, Interpersonal Savvy Equity, Diversity, Inclusion and Accessibility 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)

What you’ll do

You will support advisors by managing securities account operations, handling client queries, and preparing necessary documentation for meetings. Additionally, you will be responsible for maintaining advisor calendars, performing research, and producing reports to ensure high-quality service and compliance.

Requirements

The role requires a general college diploma in a related field and a minimum of two years of relevant experience. Candidates must also possess strong interpersonal skills and the ability to work in a client-focused environment.

Benefits

• Competitive salary • Annual bonus • 4 weeks of flexible vacation • Defined benefit pension plan • Group insurance • Telemedicine • Reimbursement of health and wellness expenses • Telework equipment

Listed skills

• Administrative Support · Preferred
• interpersonal skills · Preferred
• Leadership · Preferred
• Risk Management · Preferred
• client relations · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Securities account management
• Administrative support
• Operational tasks
• Client relations
• Proactive problem solving
• Leadership
• Interpersonal skills
• Risk management
• Compliance management
• Documentation preparation
• Calendar management
• Data reporting
• Customer focus
• Drive results
• Compliance Management
• Voicemail
• Research
• Account Management
• Customer Service
• Equities
• Sales
• French Language
• Interpersonal Communications
• Statistics
• Telehealth
• Securities (Finance)

Job areas

• Finance & Accounting
• Administrative
• Customer Service & Support
• Management & Leadership
• Security Advisor
• Brokerage Clerk
• Statistical, Finance and Insurance Clerks
• Brokerage Clerks