Wealth Management Assistant — Client Solutions & Branch Ops

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

Job summary

A financial services organization in Canada is seeking a Wealth Management assistant to support client relationships and provide administrative assistance. Candidates should have at least three years of relevant experience, an Attestation of Collegial Studies, and a mutual fund representative certificate. Knowledge of French is required. The role offers a competitive salary, annual bonus, and flexible vacation benefits.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation starting in the first year

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Qualifications

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

Responsibilities

• Provide administrative assistance in compliance and budget monitoring.
• Supervise the deposit of client cheques and manage complex operational tasks.
• Proactively help recruit and hire administrative staff.

Skills

Action oriented

Customer Focus

Interpersonal Savvy

Nimble learning

Education

Attestation of Collegial Studies

Mutual fund representative certificate – Autorité des marchés financiers

Job description

A financial services organization in Canada is seeking a Wealth Management assistant to support client relationships and provide administrative assistance. Candidates should have at least three years of relevant experience, an Attestation of Collegial Studies, and a mutual fund representative certificate. Knowledge of French is required. The role offers a competitive salary, annual bonus, and flexible vacation benefits.