Elevate your career as a Wealth Management Assistant at Desjardins, focusing on client relationships and risk management. Provide tailored solutions while ensuring satisfaction and regulatory compliance.

As a Wealth Management Assistant, you will serve and develop business relationships with both members and clients. Key responsibilities include selling securities products and managing account inquiries. Your role will focus on discretionary management and mutual funds while ensuring client satisfaction and adherence to Desjardins' standards.

Key Responsibilities:
• Support compliance and budget monitoring for branches
• Resolve operational issues collaboratively with support services
• Oversee cheque deposits and manage intricate tasks




• Assist in recruiting and onboarding administrative staff
• Promote securities products based on client needs

Requirements:
• Minimum three years of relevant financial experience
• Mutual fund representative certificate required
• Attestation of Collegial Studies
• Proficiency in French essential
• Robust interpersonal skills and results-oriented mindset

Join Desjardins to enhance your expertise in client relations and financial solutions.
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📌 Wealth Management Assistant at Desjardins (Quebec City)
🏢 Desjardins
📍 Quebec City