Wealth Management Assistant – Hybrid, Flexible PTO, Benefits

Desjardins Group; Granby; Hybrid; CAD 30,000 - 60,000; Full time

Job summary

A financial services company in Granby seeks a Wealth Management Assistant to build and maintain client relationships, provide administrative support, and ensure compliance. The ideal candidate will possess a collegial studies diploma, relevant experience, and a mutual fund certificate. Knowledge of French is mandatory. Competitive salary, annual bonus, and excellent benefits are offered, along with a hybrid work environment.

Benefits

Competitive salary

Annual bonus

Flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement for health and wellness expenses

Qualifications

• A minimum of three years of relevant experience.
• Knowledge of French is required.

Responsibilities

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

Skills

Action oriented

Customer Focus

Interpersonal Savvy

Nimble learning

Education

Attestation of Collegial Studies

Mutual fund representative certificate

Job description

A financial services company in Granby seeks a Wealth Management Assistant to build and maintain client relationships, provide administrative support, and ensure compliance. The ideal candidate will possess a collegial studies diploma, relevant experience, and a mutual fund certificate. Knowledge of French is mandatory. Competitive salary, annual bonus, and excellent benefits are offered, along with a hybrid work environment.