Wealth Management Assistant — Client Relations & Admin

Desjardins; Baie-Saint-Paul; Hybrid; CAD 52,000 - 65,000; Full time

Benefits offered by this job

Annual bonus

4 weeks vacation

Pension plan

Group insurance including telemedicine

Telework equipment

Job summary

Desjardins is seeking a Wealth Management assistant to support branch leadership, manage client relationships, and promote securities products across channels. The role emphasizes the development of discretionary management solutions, mutual funds, ETFs, and structured products tailored to member needs.

You will provide administrative support to a branch manager, help recruit staff, resolve operational issues, and ensure service quality in line with Desjardins standards.

Qualifications

• 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.

Responsibilities

• Provide administrative assistance in compliance, budget monitoring and management of administrative staff to the manager of a large branch or a group of branches.
• 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.

Skills

Action oriented

Customer focus

Drive results

Interpersonal savvy

Nimble learning

Differences

Education

Attestation of Collegial Studies

Mutual fund certificate (AMF)

Job description

Desjardins is seeking a Wealth Management assistant to support branch leadership, manage client relationships, and promote securities products across channels. The role emphasizes the development of discretionary management solutions, mutual funds, ETFs, and structured products tailored to member needs.

You will provide administrative support to a branch manager, help recruit staff, resolve operational issues, and ensure service quality in line with Desjardins standards.