Senior business strategy advisor guiding Desjardins transformation initiatives and strategic decision - making. Developing policies, recommendations, and complex cross - sector business solutions.
About the role
- Investment assistant supporting Desjardins securities advisors with client accounts, transactions, and administrative operations. Managing documentation, calendars, reporting, and client inquiries in a hybrid Montréal role.
Responsibilities
- Prepare necessary documentation for member and client meetings
- Manage advisors’ calendars and voicemail
- Complete account openings, forms, and securities transactions as directed by advisors
- Handle queries, perform research, and propose solutions tailored to member and client needs
- Produce reports and statistics and prepare related documents
- Track client account transactions daily and resolve administrative situations
- Maintain regular contact with clients, employees, and partners
- Support client satisfaction, business growth, risk and compliance management, and adherence to current practices and policies
Requirements
- College diploma in a related field
- A minimum of one year of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Registration with CIRO
- Knowledge of French is required
- Highly developed interpersonal skills
- Ability to handle daily requests and perform tasks in accordance with quality standards
- Ability to support securities account management and complete account openings, forms, and securities transactions
Benefits
- 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
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