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 managementServe as a resource for employees on policies and proceduresSupervise client cheque deposits and complex operational tasksCoordinate recruitment and logistics for administrative staffResolve everyday operational issues in the branchRequirements:Attestation of Collegial StudiesMinimum three years of relevant experienceMutual fund representative certificateFluency in French is requiredAction-oriented and customer-focused mindsetBring your skills in client service and operational support to enhance wealth management at Desjardins.

📌 Wealth Management Assistant At Desjardins (Saint-Hyacinthe)
🏢 Desjardins Group
📍 Saint-Hyacinthe