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 managing administrative tasks for securities accounts and supporting client interactions. Collaborating with advisors and ensuring high-quality standards in client services.
Responsibilities
- 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.
Requirements
- General college diploma in a related field
- A minimum of two years of relevant experience
- Knowledge of French is required
- Customer Focus
- Drive results
- Interpersonal Savvy
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 and telework equipment
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Data Advisor advancing GMF’s Canadian municipal sustainability funding through dashboards, data systems, and program evaluation. Supporting risk monitoring, information systems, and continuous improvement.
Turnaround and recovery advisor managing distressed loans, bad debt and guarantees for Desjardins. Developing recovery strategies, analyzing data and advising clients and partners.
Wealth Management Advisor guiding Desjardins members and business owners on investments, loans, and insurance. Building client relationships and integrated financial strategies.
Wealth Management Advisor helping Desjardins members and business owners achieve financial goals. Recommending integrated investment, lending, and insurance strategies.
Wealth Management Advisor helping Desjardins members and clients with financial planning, investments, financing, and insurance. Managing relationships and developing integrated strategies.
Senior business advisor developing strategic client partnerships and growth initiatives for Desjardins. Advising members, clients, and stakeholders while driving retention, profitability, and sales - service development.
Senior business strategy advisor shaping Desjardins’s strategic initiatives and organizational transformation. Advising leaders, developing business strategies, and guiding complex cross - sector projects.
Warranty advisor managing registrations, pricing, reconciliations, and customer support for Finning Canada’s equipment operations. Partnering with sales teams and Caterpillar across Alberta, British Columbia, and Saskatchewan.
Commercial Credit Advisor supporting RBC agricultural lending, renewals, and credit adjudication. Reviewing risk, structuring transactions, and partnering with Relationship Managers to serve clients.