Wealth Management Admin & Client Solutions Pro

Desjardins; Val-d'Or; On-site; CAD 52,000 - 72,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks of vacation in year one

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement for health and telework

Job summary

Desjardins is seeking a Wealth Management assistant to help serve, prospect for, solicit, and develop relationships with members and clients. The role supports selling securities products and services through multiple channels, focusing on mutual funds, ETFs and structured products to meet client needs and drive branch objectives.

The position involves providing administrative support, resolving daily branch issues, supervising deposits, and assisting with staff recruitment and onboarding.

Qualifications

• Minimum of three years of relevant experience
• Mutual fund representative certificate – Autorité des marchés financiers
• Knowledge of French is required

Responsibilities

• Provide administrative assistance 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 branch(es)
• Supervise client cheque deposits and handle complex operations, including interest management for new issues
• Proactively assist in recruiting and hiring administrative staff for your branch(es) and manage onboarding/offboarding logistics

Skills

Interpersonal Savvy

Customer Focus

Drive Results

Education

Attestation of Collegial Studies

Mutual fund representative certificate – Autorité des marchés financiers

Job description

Desjardins is seeking a Wealth Management assistant to help serve, prospect for, solicit, and develop relationships with members and clients. The role supports selling securities products and services through multiple channels, focusing on mutual funds, ETFs and structured products to meet client needs and drive branch objectives.

The position involves providing administrative support, resolving daily branch issues, supervising deposits, and assisting with staff recruitment and onboarding.