Wealth Management Assistant & Client Solutions Pro

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

Job summary

A leading financial services organization in Chaudière-Appalaches, Canada is seeking a Wealth Management Assistant to serve clients, manage relationships, and support operational functions. The ideal candidate will possess the Attestation of Collegial Studies and at least three years of relevant experience, along with a mutual fund representative certificate. The role involves administrative duties, recruiting, and ensuring compliance within the branch. This position offers a competitive salary, bonus opportunities, and comprehensive 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 is required.
• Knowledge of French is required.
• Other combinations of qualifications and relevant experience may be considered.

Responsibilities

• Provide administrative assistance in compliance and budget monitoring.
• Work with support services to resolve operational issues.
• Supervise deposit of client cheques and complex operational tasks.
• Help recruit and hire administrative staff for the branch.

Skills

Action oriented

Customer Focus

Interpersonal Savvy

Education

Attestation of Collegial Studies

Mutual fund representative certificate – Autorité des marchés financiers

Job description

A leading financial services organization in Chaudière-Appalaches, Canada is seeking a Wealth Management Assistant to serve clients, manage relationships, and support operational functions. The ideal candidate will possess the Attestation of Collegial Studies and at least three years of relevant experience, along with a mutual fund representative certificate. The role involves administrative duties, recruiting, and ensuring compliance within the branch. This position offers a competitive salary, bonus opportunities, and comprehensive benefits.