Mutual Fund Representative Assistant

Use mutual fund expertise and client focus to support securities services, relationship development, and personalized solutions within wealth management. French is required.

This Wealth Management Assistant position supports members and clients across mutual funds, exchange-traded funds, structured products, and discretionary management. You help sell securities products according to client needs and current strategies. You also maintain relationships, address information requests, promote specialized services, and uphold service quality standards.

• Serve, prospect for, and develop client relationships
• Help sell securities products through distribution channels
• Analyze needs and implement personalized solutions
• Handle special client information requests
• Represent the organization and help negotiate agreements

• Mutual fund representative certificate from Autorité des marchés financiers
• Attestation of Collegial Studies
• At least three years of relevant experience
• French language knowledge
• Interpersonal savvy and customer focus

Bring mutual fund certification, relationship development, and client-focused service to securities support within wealth management.