Job opportunity
Wealth Management Assistant Desjardins
Desjardins
Support wealth management clients at Desjardins through mutual funds, exchange-traded funds, and personalized service solutions. French is required.
As a Wealth Management Assistant, you help serve, prospect for, solicit, and develop member and client relationships. You support securities sales through distribution channels, focusing on discretionary management, mutual funds, exchange-traded funds, and structured products. You also help analyze needs and propose integrated service offers.
Key Responsibilities:
Provide compliance and budget monitoring administrative assistance
Support administrative staff management for branches
Resolve everyday operational issues with support services
Supervise client cheque deposits and coordinate interest management
Support administrative staff recruitment and employee logistics
Requirements:
Attestation of Collegial Studies
Minimum three years of relevant experience
Mutual fund representative certificate from Autorité des marchés financiers
Knowledge of French is required
Other qualification and experience combinations may be considered
Apply wealth management, client service, operational coordination, and securities knowledge as a Desjardins Wealth Management Assistant.
#J-18808-Ljbffr
Apply on source site As a Wealth Management Assistant, you help serve, prospect for, solicit, and develop member and client relationships. You support securities sales through distribution channels, focusing on discretionary management, mutual funds, exchange-traded funds, and structured products. You also help analyze needs and propose integrated service offers.
Key Responsibilities:
Provide compliance and budget monitoring administrative assistance
Support administrative staff management for branches
Resolve everyday operational issues with support services
Supervise client cheque deposits and coordinate interest management
Support administrative staff recruitment and employee logistics
Requirements:
Attestation of Collegial Studies
Minimum three years of relevant experience
Mutual fund representative certificate from Autorité des marchés financiers
Knowledge of French is required
Other qualification and experience combinations may be considered
Apply wealth management, client service, operational coordination, and securities knowledge as a Desjardins Wealth Management Assistant.
#J-18808-Ljbffr