Wealth Management Assistant – Hybrid, Flexible PTO, Benefits

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

Job summary

A major financial services organization in Pointe-Claire is seeking a Wealth Management Assistant to help serve and develop relationships with members and clients, focusing on selling securities products. The ideal candidate will have relevant experience, knowledge of compliance, and a mutual fund representative certificate. Competitive salary and benefits including flexible vacation and pension plan offered.

Benefits

Competitive salary

Annual bonus

4 weeks flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Qualifications

• Minimum of three years relevant experience required.
• Knowledge of French is required.

Responsibilities

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

Skills

Action oriented

Customer Focus

Interpersonal Savvy

Nimble learning

Education

Attestation of Collegial Studies

Mutual fund representative certificate

Job description

A major financial services organization in Pointe-Claire is seeking a Wealth Management Assistant to help serve and develop relationships with members and clients, focusing on selling securities products. The ideal candidate will have relevant experience, knowledge of compliance, and a mutual fund representative certificate. Competitive salary and benefits including flexible vacation and pension plan offered.