Investment Assistant at Desjardins
Desjardins • roberval, Canada
Role Description
Become an integral part of Desjardins as an Investment Assistant, focusing on client relationships and securities products. Drive results and ensure member satisfaction in a dynamic financial environment.
In this role, you will build and maintain strong business relationships with clients, helping to sell securities products tailored to their needs. Your expertise will include discretionary management, mutual funds, and exchange-traded funds. The position requires a proactive approach to analyze client needs and deliver personalized solutions, enhancing service quality and member satisfaction.
Key Responsibilities:
• Develop and maintain client relationships effectively
• Sell securities products through various distribution channels
• Promote specialized services in line with business objectives
• Analyze client needs and propose integrated solutions
• Negotiate agreements to ensure client satisfaction
Requirements:
• College diploma in a relevant field
•...
In this role, you will build and maintain strong business relationships with clients, helping to sell securities products tailored to their needs. Your expertise will include discretionary management, mutual funds, and exchange-traded funds. The position requires a proactive approach to analyze client needs and deliver personalized solutions, enhancing service quality and member satisfaction.
Key Responsibilities:
• Develop and maintain client relationships effectively
• Sell securities products through various distribution channels
• Promote specialized services in line with business objectives
• Analyze client needs and propose integrated solutions
• Negotiate agreements to ensure client satisfaction
Requirements:
• College diploma in a relevant field
•...