Join Desjardins as a Wealth Management Assistant, focusing on client relationships and securities sales. Leverage your experience in mutual funds and structured products to drive success.

This role involves serving and prospecting clients while maintaining robust business relationships. You will develop personalized solutions to meet client needs and ensure service quality aligns with organizational standards. Your interpersonal savvy will be vital as you engage with clients and negotiate agreements.

Key Responsibilities:
• Provide administrative support in compliance and budget management
• Serve as a resource for employees on policies and procedures
• Supervise client cheque deposits and complex operational tasks
• Coordinate recruitment and logistics for administrative staff
• Resolve everyday operational issues in the branch

Requirements:
• Attestation of Collegial Studies
• Minimum three years of relevant experience
• Mutual fund representative certificate
• Fluency in French is required
• Action-oriented and customer-focused mindset

Bring your skills in client service and operational support to enhance wealth management at Desjardins.
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📌 Wealth Management Assistant at Desjardins (Quebec City)
🏢 Desjardins Group
📍 Quebec City