Wealth Management Assistant

Position: Wealth Management Assistant Role at Desjardins
Location: Alma

Discover your potential as a Wealth Management Assistant at Desjardins, focusing on personalized client solutions and financial product sales. Build strong relationships and drive results in this rewarding role.

Your responsibilities will include supporting client relationships through effective engagement and securities product offerings. You will manage administrative tasks, ensuring compliance and operational efficiency within branches. An innovative approach to problem-solving and strong communication skills will help you thrive in serving member needs and driving satisfaction.

Key Responsibilities:

• Provide administrative support for compliance and budgeting

• Resolve daily operational issues with effective coordination

• Oversee client cheque deposits and complex management tasks

• Aid in the recruitment of administrative personnel

• Develop customized solutions to enhance member satisfaction

Requirements:

• Attestation of Collegial Studies

• Minimum of three years relevant experience

• Required mutual fund representative certificate

• Knowledge of French is necessary

• Strong focus on customer service and results

Contribute to Desjardins' mission of excellence in member service and enhance your career in wealth management.
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