Wealth Management Assistant | Client Solutions & Branch Ops

Desjardins; Boucherville; On-site; CAD 45,000 - 70,000; Full time

Benefits offered by this job

Annual bonus

Four weeks vacation

Defined benefit pension

Group insurance with telemedicine

Health & telework equipment reimburse

Eligibility-based benefits

Job summary

Desjardins is seeking a Wealth Management Assistant in Canada to help serve and develop relationships with members and clients. You will support sales of securities products, including mutual funds, ETFs, and structured products, through multiple channels while ensuring high service quality.

The role emphasizes client needs analysis, personalized solutions, and collaboration with branch teams to promote integrated service offers. Fluency in French is required.

Qualifications

• 3+ years of relevant experience.
• Mutual fund representative certificate — Autorité des marchés financiers.
• Knowledge of French is required.

Responsibilities

• Assist in serving, prospecting for, soliciting, and developing business relationships with members and clients.
• Help sell securities products and services through various channels based on client needs and strategies.
• Support discretionary management, mutual funds, ETFs and structured products as part of client solutions.
• Coordinate and implement personalized service offers and ensure client satisfaction.

Skills

Interpersonal savvy

Client service

Action oriented

Customer focus

French language

Education

Attestation of Collegial Studies

Job description

Desjardins is seeking a Wealth Management Assistant in Canada to help serve and develop relationships with members and clients. You will support sales of securities products, including mutual funds, ETFs, and structured products, through multiple channels while ensuring high service quality.

The role emphasizes client needs analysis, personalized solutions, and collaboration with branch teams to promote integrated service offers. Fluency in French is required.