Wealth Management Associate

Desjardins Group; Ottawa; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

A leading financial institution in Ottawa seeks a Wealth Management Associate to support investment advisors and manage client accounts. The ideal candidate has a college diploma, strong bilingual communication skills, and at least two years of relevant experience. This role offers a competitive salary and benefits, including vacation and a pension plan.

Benefits

Competitive salary and annual bonus

4 weeks of vacation

Defined benefit pension plan

Group insurance

Health and wellness reimbursement

Qualifications

• Minimum of two years of relevant experience.
• Other combinations of qualifications and experience may be considered.
• Commitment to complete required courses within 12 months of hiring.

Responsibilities

• Support the wealth management team with administrative and customer service activities.
• Respond to client information requests regarding their accounts.
• Complete and forward account opening forms.
• Monitor daily activities in client accounts.
• Ensure compliance according to policies and standards.
• Process purchases and sales for clients as instructed.

Skills

Strong communication skills in French and English

Customer Focus

Interpersonal Savvy

Education

College diploma in a related field

Completion of Canadian Securities Course

Tools

Word

PowerPoint

Excel

Job description

As a Wealth Management Associate, you will support an investment advisor or a team of advisors by providing professional, efficient customer service and sound administrative management of client accounts, in compliance with the firm’s policies and procedures as well as regulatory standards in the securities industry. You will process client requests for information and assume various operational support duties specific to the advisor’s or team’s activities, including completing transactions on behalf of clients as instructed by the investment advisor or team.

Responsibilities

• Support the wealth management team with all their administrative, customer service and business development activities.

• Respond to information requests from clients regarding their accounts and the firm’s products and services. Conduct research and follow up as needed to deliver quality service.

• Complete, check and forward account opening forms.

• Monitor day-to-day activities in client accounts and handle various administrative details to help advisors free up their time.

• Check data from various information sources to ensure compliance, in accordance with policies and standards (such as transaction corrections, cheque requisitions and deposits, transfer follow-ups, mail received and sent, swaps and RRSP contributions).

• Carry out purchases and sales for clients as instructed by the advisor.

• Process data, including producing various documents for clients, while ensuring the quality of the writing and presentation of documents.

What we offer

• Competitive salary and annual bonus

• 4 weeks of flexible vacation starting in the first year

• Defined benefit pension plan that provides predictable, stable income throughout retirement

• Group insurance including telemedicine

• Reimbursement of health and wellness expenses and telework equipment

*Benefits apply based on eligibility criteria.

What you bring to the table

• College diploma in a related field

• A minimum of two years of relevant experience

• Please note that other combinations of qualifications and relevant experience may be considered

• Successful completion of the Canadian Securities Course and the Conduct and Practices Handbook Course, or commitment to complete them within 12months of hiring

• Strong communication skills in both French and English, both oral and written due to the nature of the duties or work tools or because the position involves interactions with english-speaking partners, members and/or clients

• Proficiency in Word, PowerPoint and Excel in a Windows environment

Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

#LI-Hybrid

Trade Union (If applicable)

At Desjardins, we believe in equity, diversity and inclusion. We\'re committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there\'s something we can do to help make the recruitment process or the job you\'re applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Job Family

Member/client sales and service (FG)

Unposting Date

2025-10-1