Financial Services Assistant

Position: Financial Services Assistant with Desjardins
Join Desjardins as a Financial Services Assistant, engaging with clients to optimize their wealth management needs. Your expertise in securities and relationship management will be key.

In this role, you will assist in developing and maintaining client relationships, guiding them through securities products and personalized financial solutions. This position requires strong operational support and problem-solving skills to ensure high service quality and compliance within the team. You will play a vital role in driving financial results and member satisfaction.

Key Responsibilities:

• Assist with compliance and budget management tasks

• Address operational challenges in the branch

• Supervise the deposit of client cheques and operations

• Support hiring logistics for administrative staff

• Analyze and implement tailored solutions for clients

Requirements:

• Attestation of Collegial Studies

• At least three years of relevant experience

• Mutual fund representative certification mandatory

• Proficiency in French required

• Action-oriented with a customer-first mindset

Enhance your career at Desjardins by applying your interpersonal and financial skills to assist clients effectively.
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