Transform your career at Desjardins as an Investment Assistant, managing client relationships and driving securities sales. Your interpersonal skills will shine as you meet client needs and enhance satisfaction.
In this pivotal role at Desjardins, you will assist in building business relationships and prospecting new clients in the investment sector. As an Investment Assistant, you will focus on discretionary management and various securities products, ensuring quality service and effective communication. You'll analyze and propose solutions tailored to each client's needs while promoting specialized products that align with unit objectives.
Key Responsibilities:
• Serve clients and manage business relationships effectively
• Sell various securities products based on client strategies
• Conduct analyses to personalize service offerings
• Assist in negotiating service agreements with clients
• Maintain high standards of client satisfaction
Requirements:
• Coll...