25 Sep
|
Desjardins
|
Chambord
25 Sep
Desjardins
Chambord
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 budgetingSupervise daily operations, including deposit managementLead recruitment for administrative staff in branchesWork with support teams to address operational concernsDeliver exceptional service and client satisfactionRequirements:Minimum three years of experience in the fieldAttestation of Collegial Studies or relevant educationMutual fund representative certification requiredFrench language skills are essentialStrong interpersonal and customer service abilitiesLeverage your expertise in financial services to enhance client relationships at Desjardins' Wealth Management division.
📌 Desjardins Wealth Management Associate (Chambord)
🏢 Desjardins
📍 Chambord