Excel as a Wealth Management Associate with Desjardins, focusing on client support and financial product sales. Use your skills to analyze and meet client needs effectively.
This role involves working closely with the Wealth Management team to maintain business relationships and deliver high-quality service. Responsibilities include assisting with client inquiries, managing various administrative functions, and promoting the sale of securities products. Your interpersonal skills will be crucial in driving member satisfaction and resolving operational challenges.
Key Responsibilities:
• Provide administrative support in compliance and budgeting
• Supervise daily operations, including deposit management
• Lead recruitment for administrative staff in branches




• Work with support teams to address operational concerns
• Deliver exceptional service and client satisfaction
Requirements:
• Minimum three years of experience in the field
• Attestation of Collegial Studies or relevant education
• Mutual fund representative certification required
• French language skills are essential
• Solid interpersonal and customer service abilities
Leverage your expertise in financial services to enhance client relationships at Desjardins' Wealth Management division.
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📌 Desjardins Wealth Management Associate (Roberval)
🏢 Desjardins
📍 Roberval