Wealth Management Assistant – Hybrid, Flexible PTO, Benefits

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

Job summary

A financial services organization in Canada is seeking a Wealth Management assistant to serve clients, support business relationships, and provide administrative assistance in compliance and budget management. The ideal candidate will have a minimum of three years of relevant experience, a mutual fund representative certificate, and knowledge of French. This role offers a competitive salary, annual bonus, and a comprehensive benefits package including a pension plan.

Benefits

Competitive salary

Annual bonus

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 required.
• Knowledge of French is required.

Responsibilities

• Provide administrative assistance in compliance and budget management.
• Supervise deposit of client cheques and handle 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 serve clients, support business relationships, and provide administrative assistance in compliance and budget management. The ideal candidate will have a minimum of three years of relevant experience, a mutual fund representative certificate, and knowledge of French. This role offers a competitive salary, annual bonus, and a comprehensive benefits package including a pension plan.