Wealth Management Assistant - Client Relations & Ops

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

Job summary

A leading financial services organization in Sherbrooke is looking for a Wealth Management assistant to manage business relationships and sell securities products. You will provide support in compliance, supervise operational tasks, and assist with hiring. The ideal candidate should have relevant experience and an Attestation of Collegial Studies. A mutual fund representative certificate and knowledge of French are also required. This role offers competitive salary, annual bonus, and benefits including flexible vacation and retirement plans.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Qualifications

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

Responsibilities

• Provide administrative assistance in compliance and budget monitoring.
• Supervise deposit of client cheques and handle complex operational tasks.
• Help recruit and hire administrative staff for branches.

Skills

Interpersonal Savvy

Customer Focus

Action Oriented

Education

Attestation of Collegial Studies

Tools

Mutual fund representative certificate

Job description

A leading financial services organization in Sherbrooke is looking for a Wealth Management assistant to manage business relationships and sell securities products. You will provide support in compliance, supervise operational tasks, and assist with hiring. The ideal candidate should have relevant experience and an Attestation of Collegial Studies. A mutual fund representative certificate and knowledge of French are also required. This role offers competitive salary, annual bonus, and benefits including flexible vacation and retirement plans.