Investment Assistant at Desjardins
Desjardins • quebec, Canada
Role Description
Advance your career as an Investment Assistant with Desjardins, focusing on client relationships and securities solutions. Drive satisfaction through tailored services and exceptional support.
Desjardins invites detail-oriented candidates to apply for the Investment Assistant role. This position is centered around enhancing client relationships and requires expertise in selling securities products, particularly mutual funds. You will analyze client needs to propose integrated services, ensuring high-quality interactions and effective negotiation support.
Key Responsibilities:
• Serve and develop strong business relationships with clients
• Sell securities products through multiple channels effectively
• Analyze client needs to propose tailored service offers
• Support negotiations to secure client agreements
• Promote specialized products aligned with business objectives
Requirements:
• College diploma in a related field
• Minimum two years of relevant exp...
Desjardins invites detail-oriented candidates to apply for the Investment Assistant role. This position is centered around enhancing client relationships and requires expertise in selling securities products, particularly mutual funds. You will analyze client needs to propose integrated services, ensuring high-quality interactions and effective negotiation support.
Key Responsibilities:
• Serve and develop strong business relationships with clients
• Sell securities products through multiple channels effectively
• Analyze client needs to propose tailored service offers
• Support negotiations to secure client agreements
• Promote specialized products aligned with business objectives
Requirements:
• College diploma in a related field
• Minimum two years of relevant exp...