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Conseiller principal en gouvernance du portefeuille de transformation chez EDC, société canadienne aidant les entreprises à réussir à l’étranger. Supervision, conformité, Planview et rapports à la haute direction.
About the role
- Investment assistant at Desjardins serving members and clients through securities sales and personalized solutions. Supporting compliance, branch operations, recruitment, and client service in Laval.
Responsibilities
- Serve, prospect for, solicit, and develop and maintain business relationships with members and clients
- Sell securities products and services through various distribution channels based on member/client needs and current strategies and practices
- Focus on discretionary management, mutual funds, exchange-traded funds, and structured products
- Handle special information requests from clients and promote and sell specialized products and services
- Ensure member/client satisfaction and service quality according to organizational standards and procedures
- Analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers
- Support current and potential members and clients, represent the organization, and help negotiate agreements
- Provide administrative assistance in compliance, budget monitoring, and management of administrative staff
- Serve as a resource person for employees regarding policies, procedures, methods, and operational and interpersonal problem-solving
- Work with support services to resolve everyday operational issues
- Supervise the deposit of client cheques and handle complex operational tasks, including coordinating interest management for new issues
- Help recruit and hire administrative staff and handle employee start and departure logistics
Requirements
- General college diploma in a related field
- A minimum of two years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Knowledge of French is required
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
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