Financial Sercives Assistant

Desjardins Group; Saint-Georges; On-site; CAD 30,000 - 60,000; Full time

Job summary

A leading financial services organization in Chaudière-Appalaches, Canada is seeking a Wealth Management Assistant to serve clients, manage relationships, and support operational functions. The ideal candidate will possess the Attestation of Collegial Studies and at least three years of relevant experience, along with a mutual fund representative certificate. The role involves administrative duties, recruiting, and ensuring compliance within the branch. This position offers a competitive salary, bonus opportunities, and comprehensive benefits.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation starting in the first year

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Qualifications

• A minimum of three years of relevant experience is required.
• Knowledge of French is required.
• Other combinations of qualifications and relevant experience may be considered.

Responsibilities

• Provide administrative assistance in compliance and budget monitoring.
• Work with support services to resolve operational issues.
• Supervise deposit of client cheques and complex operational tasks.
• Help recruit and hire administrative staff for the branch.

Skills

Action oriented

Customer Focus

Interpersonal Savvy

Education

Attestation of Collegial Studies

Mutual fund representative certificate – Autorité des marchés financiers

Job description

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)