Commercial Banking Advisor supporting business clients at Canada’s largest bank. Advising on day - to - day banking, developing solutions, and partnering with Account Managers.
About the role
- Advisor, Securities supporting account management tasks within securities at Desjardins. Collaborating closely with clients and partners to ensure satisfaction and compliance standards.
Responsibilities
- Supporting the advisors by performing all the administrative and operational tasks involved in securities account management
- Tracking client account transactions on a daily basis and resolving various administrative situations
- Preparing the necessary documentation for member and client meetings
- Managing the advisors’ calendars and voicemail
- Completing account openings, forms and securities transactions as directed by the advisor(s)
- Handling certain queries, performing the necessary research and proposing solutions tailored to member and client needs
- Taking part in producing reports and statistics and preparing related documents
Requirements
- College diploma in a related field
- A minimum of one year of relevant experience
- 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
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