Investment - Assistant

3 weeks ago


SaintHyacinthe, Canada Desjardins Full time

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

Job Level

NV-05

Our mission:
To provide wealth management services that ensure our clients' financial health, while enabling them to achieve their goals throughout their lives. Our priority is to provide excellent service by being proactive, putting our clients' interests first and remaining accessible and transparent.

The incumbent supports an Investment Advisor or team of Investment Advisors by providing professional and efficient client service and ensuring sound administrative management of client accounts in accordance with firm policies and procedures and securities industry regulatory standards. This position handles client inquiries and assumes a variety of operational support responsibilities specific to the Advisor's/team's activities, including executing trades on behalf of clients under the direction of the Investment Advisor(s).

General Information on the Position

Other working conditions- The work arrangement for the position is hybrid work #LI-Hybrid- Number of jobs available : 1

**Qualifications**:
- General college diploma in a related field- A minimum of 1 year of relevant experience

Please note that other combinations of qualifications and relevant experience may be considered- Successfully completed Securities Trading Course and Standards of Conduct Manual Course- For vacant positions available in Quebec, please note that knowledge of French is required

Specific knowledge- Proficiency in Word, PowerPoint and Excel in a Windows environment

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Drive results, Interpersonal Savvy

Work Location

1395, rue Daniel-Johnson Est, suite 202

Trade Union

Non Syndiqué

Unposting Date

2023-06-8

Job Family

Member/client sales and service (FG)

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.



  • Saint-Laurent, Canada Makivik Corporation Full time

    **REPORTING TO**: The Investment Manager in the Treasurer’s Department. **RESPONSIBILITIES** - Preparation of loan deposits and requests for withdrawals; - Preparation of investment journal entries; - Verification and maintenance of investment holdings and activities; - Assist in the preparation of portfolio returns; - Update dividends, interest, and...


  • Saint-Hyacinthe, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...


  • Saint-Jean-sur-Richelieu, Canada National Bank of Canada Full time

    **Primary Locations**:Saint-Jean-sur-Richelieu, Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: Being an Investment and Retirement Specialist means working for a recognized bank by supporting your clients in developing investment strategies that are tailored to their needs. You will stand out by your...


  • Saint John, Canada Scotiabank Full time

    Requisition ID: #Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice...


  • Saint John, Canada Scotiabank Full time

    Requisition ID: #Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice...


  • Saint John, Canada Scotiabank Full time

    Requisition ID: #Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice...


  • Saint John, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 193715Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice...


  • Saint John, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 193715Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice...


  • Saint John, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 193715Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice...


  • Saint John, Canada Scotiabank Full time

       Requisition ID: 193715Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent  market. As a dedicated entrepreneur, you understand that...


  • Saint-Georges, Canada National Bank of Canada Full time

    A career as a Wealth Management Assistant at National Bank, your ability to work in synergy with clients and colleagues will be showcased. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. **Your job**: - Ensure effective communication between...


  • Saint-Hyacinthe, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

  • Executive Assistant

    2 weeks ago


    Saint-Hubert, Canada Techo-Bloc Full time

    Company Description At Techo-Bloc, we aren’t just paving patios - we’re paving the way for great careers! With 9 manufacturing facilities, 30 international patents and over 800 employees, we thrive in an exciting and dynamic environment. As we continue to expand, our team members are working on exciting projects that expand their skills and that excite...

  • Assistant Controller

    2 weeks ago


    Saint-Hubert, Canada Techo-Bloc Full time

    Company Description At Techo-Bloc, we aren’t just paving patios - we’re paving the way for great careers! Founded on a culture of innovation, we manufacture landscaping products focused on design, durability and flair. Our growing team is seeking passionate people, ready to make an impact. **Why join Techo-Bloc?** Techo Bloc offers its valued...

  • Assistant Controller

    2 weeks ago


    Saint-Hubert, Canada Techo-Bloc Full time

    Company Description At Techo-Bloc, we aren’t just paving patios - we’re paving the way for great careers! Founded on a culture of innovation, we manufacture landscaping products focused on design, durability and flair. Our growing team is seeking passionate people, ready to make an impact. **Why join Techo-Bloc?** Techo Bloc offers its valued...

  • Assistant Controller

    2 weeks ago


    Saint-Hubert, Canada Techo-Bloc Full time

    Company Description At Techo-Bloc, we aren’t just paving patios - we’re paving the way for great careers! Founded on a culture of innovation, we manufacture landscaping products focused on design, durability and flair. Our growing team is seeking passionate people, ready to make an impact. **Why join Techo-Bloc?** Techo Bloc offers its valued...

  • Sales Support

    1 month ago


    Saint-Hyacinthe, Canada National Cable Specialists Full time

    Sales Support - Trans-Canada Electro Status: Regular, Full time **Location**: St-Hyacinthe, Quebec Job Description Trans-Canada Electro is part of a national leader in the distribution of wire and cable and related infrastructure products. We are looking for ambitious, customer focused individuals with previous related business experience to join our...


  • Saint-Hyacinthe, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • Saint-Hubert, Canada Techo-Bloc Full time

    Company Description At Techo-Bloc, we aren’t just paving patios - we’re paving the way for great careers! Founded on a culture of innovation, we manufacture landscaping products focused on design, durability, and flair. Our growing team is seeking passionate people, ready to make an impact. **Why join Techo-Bloc?** Techo-Bloc offers its valued...


  • Saint-Laurent, Canada Atria Retirement Canada - La Residence Steger Full time

    Overview: What’s the difference between a job and a meaningful, rewarding career? The people you serve. When you work at Atria, you have a front-row seat to the amazing life stories of the wisest people on earth. What’s more, you are part of an extraordinary company - one that’s investing in the future of senior living by investing in you. Don’t just...