Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.
The incumbent will support an investment advisor or a team of advisors by providing professional, efficient customer service and sound administrative management of client accounts, in accordance with the firm’s procedures and regulatory standards in the securities industry. They will process client information and assume various operational support duties related to the advisor or team’s activities, including completing transactions on behalf of clients in accordance with instructions from the investment advisor(s).
Support the investment advisor or the team in all administrative, customer service and business development activities.
Respond to requests for information from clients regarding their account and/or the products and services offered by the firm and carry out the necessary follow-ups and research to ensure that a high level of service is maintained at all times.
Complete, check and forward various forms related to account openings.
Monitor daily activity in client accounts and handle various administrative details in order to free up the advisor(s).
Check data from various information sources to ensure their compliance, in accordance with established policies and standards (transaction corrections, cheque requisitions and deposits, transfer follow-ups, mail received and sent, swaps and RRSP contributions, etc.).
Perform buy and sell transactions for clients in accordance with instructions from the advisor(s).
Carry out data entry, including producing various documents for clients, while ensuring the quality of the writing and the presentation of documents.
Help identify operational risks and seek improvement opportunities in line with the team’s activities.
Other working condition
Number of job available : 1
College diploma in a relevant field
A minimum of two years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Successful completion of the Canadian Securities Course (CSC)
Successful completion of the Conduct and Practices Handbook Course
For vacant positions available in Quebec, please note that knowledge of French is required
Proficiency in Word, PowerPoint and Excel in a Windows environment
Independent speaker, intermediate knowledge of English
Desjardins Cross-sector skills
Action oriented, Collaborates, Customer Focus, Innovation
Key competencies for the job
Drive results, Interpersonal Savvy
1, Place Ville-Marie Montréal
Member/client sales and service (FG)