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 budgeting
Supervise daily operations, including deposit management
Lead recruitment for administrative staff in branches




Work with support teams to address operational concerns
Deliver exceptional service and client satisfactionRequirements:
Minimum three years of experience in the field
Attestation of Collegial Studies or relevant education
Mutual fund representative certification required
French language skills are essential
Solid interpersonal and customer service abilitiesLeverage your expertise in financial services to enhance client relationships at Desjardins' Wealth Management division.#J-18808-Ljbffr

📌 Desjardins Wealth Management Associate Roberval
🏢 Desjardins
📍 Roberval