Support wealth management clients at Desjardins through mutual funds, exchange-traded funds, and personalized service solutions. French is required.
As a Wealth Management Assistant, you help serve, prospect for, solicit, and develop member and client relationships. You support securities sales through distribution channels, focusing on discretionary management, mutual funds, exchange-traded funds, and structured products. You also help analyze needs and propose integrated service offers.
Key Responsibilities:
- Provide compliance and budget monitoring administrative assistance
- Support administrative staff management for branches
- Resolve everyday operational issues with support services
- Supervise client cheque deposits and coordinate interest management
- Support administrative staff recruitment and employee logistics
Requirements:
- Attestation of Collegial Studies
- Minimum three years of relevant experience
- Mutual fund representative certificate from Autorité des marchés financiers
- Knowledge of French is required
- Other qualification and experience combinations may be considered
Apply wealth management, client service, operational coordination, and securities knowledge as a Desjardins Wealth Management Assistant.