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Desjardins1 week ago

Advisor, Securities

Hybrid · Quebec, Canada

Type
Full Time
Level
Mid Level
Education
Associates Degree
Company size
Enterprise

Job Summary

Temporary Advisor, Securities supporting the advisors with administrative and operational tasks in securities account management. Responsibilities include preparing documentation for member and client meetings, managing advisors’ calendars and voicemail, completing account openings and securities transactions as directed, researching queries and proposing tailored solutions, and producing reports and related documents. Requires a general college diploma in a related field and at least one year of relevant experience; French language proficiency is required. Demonstrates proactive, action-oriented, client-focused service, with attention to risk, compliance, and adherence to current practices and policies. Hybrid work arrangement in Quebec, Canada.

Required Qualifications

  • General college diploma in a related field
  • A minimum of one year of relevant experience
  • Knowledge of French is required
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Desjardins

Advisor, Securities

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