Wealth Management Assistant – Hybrid, Flexible PTO, Benefits

Desjardins Group; Bécancour; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

A financial services organization in Canada is seeking a Wealth Management Assistant to support client relationships, provide administrative assistance, and ensure service quality. The ideal candidate should have a minimum of three years of experience, a Collegial Studies certificate, and knowledge of French. This position offers a competitive salary, a defined benefit pension plan, and flexible vacation options.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Qualifications

• 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 and budget monitoring.
• Supervise client cheque deposits and complex operational tasks.
• Help recruit and hire administrative staff for your branch.

Skills

Action oriented

Customer Focus

Interpersonal Savvy

Nimble learning

Education

Attestation of Collegial Studies

Job description

A financial services organization in Canada is seeking a Wealth Management Assistant to support client relationships, provide administrative assistance, and ensure service quality. The ideal candidate should have a minimum of three years of experience, a Collegial Studies certificate, and knowledge of French. This position offers a competitive salary, a defined benefit pension plan, and flexible vacation options.