Financial Sercives Assistant

Desjardins; Boucherville; On-site; CAD 45,000 - 70,000; Full time

Benefits offered by this job

Annual bonus

Four weeks vacation

Defined benefit pension

Group insurance with telemedicine

Health & telework equipment reimburse

Eligibility-based benefits

Job summary

Desjardins is seeking a Wealth Management Assistant in Canada to help serve and develop relationships with members and clients. You will support sales of securities products, including mutual funds, ETFs, and structured products, through multiple channels while ensuring high service quality.

The role emphasizes client needs analysis, personalized solutions, and collaboration with branch teams to promote integrated service offers. Fluency in French is required.

Qualifications

• 3+ years of relevant experience.
• Mutual fund representative certificate — Autorité des marchés financiers.
• Knowledge of French is required.

Responsibilities

• Assist in serving, prospecting for, soliciting, and developing business relationships with members and clients.
• Help sell securities products and services through various channels based on client needs and strategies.
• Support discretionary management, mutual funds, ETFs and structured products as part of client solutions.
• Coordinate and implement personalized service offers and ensure client satisfaction.

Skills

Interpersonal savvy

Client service

Action oriented

Customer focus

French language

Education

Attestation of Collegial Studies

Job description

Required

As an Wealth Management assistant, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services through various distribution channels based on member/client needs and current strategies and practices. Your focus areas include discretionary management, mutual funds, exchange-traded funds and structured products. You help develop and maintain business relationships with members and clients. You drive results to handle special information requests from clients and promote and sell specialized products and services in accordance with your unit’s business objectives and strategies. You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. You help analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers. You support current and potential members and clients, represent the organization, and help negotiate agreements with clients. Interpersonal savvy is therefore essential. More specifically, you will be required to:

• Provide administrative assistance in the areas of compliance, budget monitoring and management of administrative staff to the manager of a large branch or a group of branches. Serve as resource person for all employees regarding policies, procedures, methods, and operational and interpersonal problem-solving
• Work with support services to resolve everyday operational issues in the branch or branches
• Supervise the deposit of client cheques and handle complex operational tasks, including coordinating interest management for new issues
• Proactively help recruit and hire administrative staff for your branch or branches. Handle logistics when employees start or leave.

What we offer*

• Competitive salary and annual bonus
• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan that provides predictable, stable income throughout retirement
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses and telework equipment
• Benefits apply based on eligibility criteria.

What You Bring To The Table

• Attestation of Collegial Studies
• A minimum of three years of relevant experience
• Please note that other combinations of qualifications and relevant experience may be considered
• Mutual fund representative certificate – Autorité des marchés financiers
• Knowledge of French is required

Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

Equity, Diversity, Inclusion and Accessibility

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Job Family

Member/client sales and service (FG)