Financial Sercives Assistant

Desjardins; Roberval; On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of vacation

Defined benefit pension plan

Group insurance including telemedicine

Health and wellness expense reimburse

Job summary

Desjardins is seeking a Wealth Management assistant to support branch operations, service members and clients, and develop relationships with clients through various channels. You will help analyze client needs and propose integrated service offers, while ensuring service quality and compliance with Desjardins standards.

Responsibilities include coordinating administrative tasks, supporting branch teams, handling deposits, and assisting with recruitment and employee onboarding.

Qualifications

• Attestation of Collegial Studies or higher may be required.
• Mutual fund representative certificate (AMF) required or equivalent.
• French language proficiency required for client interactions.

Responsibilities

• Provide administrative support in compliance, budget monitoring and staff management for a large branch or group of branches.
• Coordinate with support services to resolve day-to-day operational issues in the branches.
• Supervise client cheque deposits and manage complex tasks including interest management for new issues.
• Assist in recruiting and hiring administrative staff, handling onboarding and departures.

Skills

Interpersonal savvy

Client focus

Action oriented

Drive results

French language

Education

Attestation of Collegial Studies

Mutual fund representative certificate – Autorité des marchés financiers

Job description

Overview

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

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)