Wealth Management Assistant Role At Desjardins (Jamésie)

Wealth Management Assistant Role At Desjardins (Jamésie)

25 Sep
|
Desjardins
|
Jamésie

25 Sep

Desjardins

Jamésie

Discover your potential as a Wealth Management Assistant at Desjardins, focusing on personalized client solutions and financial product sales. Build solid relationships and drive results in this rewarding role.Your responsibilities will include supporting client relationships through effective engagement and securities product offerings. You will manage administrative tasks, ensuring compliance and operational efficiency within branches. An innovative approach to problem-solving and strong communication skills will help you thrive in serving member needs and driving satisfaction.Key Responsibilities:Provide administrative support for compliance and budgetingResolve daily operational issues with effective coordinationOversee client cheque deposits and complex management tasksAid in the recruitment of administrative personnelDevelop customized solutions to enhance member satisfactionRequirements:Attestation of Collegial StudiesMinimum of three years relevant experienceRequired mutual fund representative certificateKnowledge of French is necessaryStrong focus on customer service and resultsContribute to Desjardins' mission of excellence in member service and enhance your career in wealth management.

📌 Wealth Management Assistant Role At Desjardins (Jamésie)
🏢 Desjardins
📍 Jamésie

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