Representative, Disnat Direct, Direct Access Brokerage - Montreal
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.
Answer calls from clients or greet clients who visit the office and inform them of the different services offered by Disnat Direct, as well as of how the division operates and the advantages they can benefit from.
Participate in the development of training and information sessions for Disnat Direct's existing clients.
Be thoroughly familiar with all types of investments, as well as with the two direct access trading platforms (Ddweb Ddpro) offered by Disnat.
Actively participate in business development and representation activities, such as seminars or promotional events.
Inform clients about the procedures to follow for trading and assist them in completing the various required forms.
Contribute to business development.
Complete buy and sell orders for client transactions.
Provide clients with a superior service at all times.
Bachelor's degree in the field of administration.
Licensed as a registered representative with self-regulatory organizations (licence to deal in options, an asset).
At least one year of relevant experience in a similar position.
Other combinations of professional experience and education will be considered