Wealth Management Assistant — Client Solutions & Sales Enablement

Desjardins; Rouyn-Noranda; Hybrid; CAD 45,000 - 60,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks vacation

Defined benefit pension plan

Group insurance including telemedicine

Telework equipment reimbursement

Job summary

Desjardins is seeking a Wealth Management assistant to support, prospect for, and maintain relationships with members and clients. You will assist in selling securities products through various channels and focus on discretionary management, mutual funds, ETFs, and structured products.

You will also provide administrative support to a large branch, coordinate routine operations, and help recruit staff. Fluency in French is required and the role emphasizes service quality and client satisfaction.

Qualifications

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

Responsibilities

• Provide administrative assistance in compliance, budget monitoring, and staff management to the branch manager.
• Coordinate with support services to resolve daily branch operations.
• Supervise client cheque deposits and manage complex operational tasks like interest management for new issues.
• Proactively recruit and hire administrative staff and manage onboarding logistics.

Skills

Interpersonal skills

Customer service

Sales

Negotiation

Time management

French language

Education

Attestation of Collegial Studies

Job description

Desjardins is seeking a Wealth Management assistant to support, prospect for, and maintain relationships with members and clients. You will assist in selling securities products through various channels and focus on discretionary management, mutual funds, ETFs, and structured products.

You will also provide administrative support to a large branch, coordinate routine operations, and help recruit staff. Fluency in French is required and the role emphasizes service quality and client satisfaction.