Mutual Funds Sales Assistant

Note to managers

The job posting must include the responsibilities, requirements and competencies listed in the job profile. However, you may personalize it to reflect your business needs.
Main Responsibilities

• Establish an advisory relationship by identifying current and potential needs and supporting client retention. Advise members and clients on specialized products and services and ensure member/client satisfaction
• Review client needs and compile and analyze data. Handle requests and follow up as needed
• Assist members and clients, listen to their needs and propose personalized solutions
• Help identify your unit’s operational risks and opportunities for improvement
• Stay on top of the latest standards, products and services in your field.

Communicates effectively, Plans and aligns, Situational adaptability

Trade Union (If applicable)

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.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Job Family

Member/client sales and service (FG)

Unposting Date

2025-11-5