Financial Sercives Assistant

Desjardins Group; Saint-Hyacinthe; Hybrid; CAD 45.000 - 65.000; Vollzeit

Benefits dieser Stelle

Competitive salary and annual bonus

4 weeks of flexible vacation in year 1

Defined benefit pension plan

Group insurance including telemedicine

Telework equipment reimbursement

Zusammenfassung

Desjardins Group in Saint-Hyacinthe, QC, seeks a Wealth Management assistant to support client relationships and sales of securities products. The role emphasizes discretionary management and mutual funds, with a focus on delivering personalized financial solutions.

The successful candidate will have at least three years of relevant experience, a collegial studies attestation, and an AMF mutual fund certificate, with knowledge of French required.

Qualifikationen

• Attestation of Collegial Studies is required.
• Mutual fund representative certificate (AMF) is required.
• Minimum of three years of relevant experience.

Aufgaben

• Support wealth management by serving and developing relationships with members and clients.
• Assist in selling securities products and services across distribution channels.
• Analyze member/client needs and develop personalized solutions.

Kenntnisse

Interpersonal savvy

Customer focus

Action oriented

Drive results

Nimble learning

Ausbildung

Attestation of Collegial Studies

Mutual fund representative certificate - Autorité des marchés financiers

Jobbeschreibung

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.

• 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.

#LI-Hybrid

What you bring to the table

• Attestation of Collegial Studies
• A minimum of three years of relevant experience
• 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) Desjardins Group is the largest cooperative financial group in North America. We're the choice for over 52,000 employees and we're named one of Canada's top employers by Mediacorp and Forbes.

We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance.

Pursuing a career at Desjardins means being part of an organization that puts people first.