Wealth Management Assistant – Hybrid, Flexible PTO, Benefits

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

Job summary

A leading financial institution in Centre-du-Québec is seeking a Wealth Management Assistant to provide vital administrative support and client relationship management. The candidate will ensure service quality, assist in compliance tasks, and help develop client solutions. Required qualifications include post-secondary education and experience in the industry, along with knowledge of French. This role offers competitive salary and benefits, including a defined pension plan and flexible vacation.

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 of relevant experience.
• Knowledge of French is required.
• Other combinations of qualifications and relevant experience may be considered.

Responsibilities

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

Skills

Action oriented

Customer Focus

Interpersonal Savvy

Drive results

Nimble learning

Education

Attestation of Collegial Studies

Mutual fund representative certificate

Job description

A leading financial institution in Centre-du-Québec is seeking a Wealth Management Assistant to provide vital administrative support and client relationship management. The candidate will ensure service quality, assist in compliance tasks, and help develop client solutions. Required qualifications include post-secondary education and experience in the industry, along with knowledge of French. This role offers competitive salary and benefits, including a defined pension plan and flexible vacation.