Wealth Management Assistant – Hybrid, Flexible PTO, Benefits

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

Job summary

A leading financial services organization in Quebec is seeking a Wealth Management assistant to develop and maintain business relationships with members and clients. In this role, you'll provide administrative support, resolve operational issues, and help recruit staff. A minimum of three years of relevant experience and knowledge of French are required. This position offers a competitive salary, flexible vacation, and comprehensive benefits.

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.
• Knowledge of French is required.

Responsibilities

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

Skills

Action oriented

Customer Focus

Interpersonal Savvy

Drive results

Nimble learning

Education

Attestation of Collegial Studies

Mutual fund representative certificate – Autorité des marchés financiers

Job description

A leading financial services organization in Quebec is seeking a Wealth Management assistant to develop and maintain business relationships with members and clients. In this role, you'll provide administrative support, resolve operational issues, and help recruit staff. A minimum of three years of relevant experience and knowledge of French are required. This position offers a competitive salary, flexible vacation, and comprehensive benefits.