Overview
Hybrid Investment Advisor Jobs in Toronto, Canada at Desjardins
Title: Hybrid Investment Advisor
Company: Desjardins
Location: Toronto, Canada
Category:
Position: Hybrid Investment Advisor Role
Become a valuable Investment Advisor in a hybrid role, focusing on securities and client relations. Engage in active business development and relationship management strategies.
In this important role, you will support clients and members by offering advisory on investment products, including mutual funds and exchange-traded funds. Your duties will include managing compliance and operational tasks, while also ensuring high standards of client service. Key to your success will be your strong communication skills in both French and English.
Key Responsibilities:
• Administer compliance and budget oversight across branches
• Troubleshoot everyday operational issues with support teams
• Manage client cheque deposits and related complex tasks
• Facilitate recruitment and logistics for administrative staff
• Analyze and implement personalized client solutions
Requirements:
• Two years of relevant experience necessary
• College diploma or related qualification required
• Passed CIRO Institutional Securities exam or CIRE
• Strong bilingual skills in French and English needed
• Advanced Microsoft 365 skills required
Help foster strong client relationships and enhance service quality as part of the investment team.
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