Wealth Management Assistant — Client Solutions & Admin Support

Desjardins; Ville-Marie; On-site; CAD 60,000 - 85,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness

Telework equipment

Job summary

Desjardins is looking for a Wealth Management assistant in a Canadian branch to support wealth management activities, maintain client relationships, and help grow business through personalized service. The role involves assisting with compliance, budgets and staff coordination, while supporting advisors in delivering investment solutions.

You will engage with members and clients, help recruit administrative staff, and ensure service quality consistent with Desjardins standards.

Qualifications

• Attestation of Collegial Studies is required.
• Mutual fund representative certificate – Autorité des marchés financiers is required.
• Minimum of 3 years of relevant experience is required.
• Knowledge of French is required.

Responsibilities

• Provide administrative assistance in compliance, budget monitoring and management of administrative staff to the branch manager.
• Work with support services to resolve everyday operational issues in the branch.
• Supervise the deposit of client cheques and handle complex operational tasks.
• Proactively help recruit and hire administrative staff for the branch(es).

Skills

Interpersonal savvy

Customer focus

Action oriented

Nimble learning

Education

Attestation of Collegial Studies

Mutual fund representative certificate – Autorité des marchés financiers

Job description

Desjardins is looking for a Wealth Management assistant in a Canadian branch to support wealth management activities, maintain client relationships, and help grow business through personalized service. The role involves assisting with compliance, budgets and staff coordination, while supporting advisors in delivering investment solutions.

You will engage with members and clients, help recruit administrative staff, and ensure service quality consistent with Desjardins standards.