Personal Finance Advisor developing and maintaining client relationships for Desjardins Group. Advising clients on financial solutions and ensuring member satisfaction through effective service.
About the role
- Wealth Management Assistant focusing on business relationships and client solutions. Providing administrative support and assistance to operational issues in a hybrid work environment.
Responsibilities
- Provide administrative assistance in the areas of compliance, budget monitoring and management of administrative staff to the manager of a large branch or a group of branches
- Serve as resource person for all employees regarding policies, procedures, methods, and operational and interpersonal problem-solving
- Work with support services to resolve everyday operational issues in the branch or branches
- Supervise the deposit of client cheques and handle complex operational tasks, including coordinating interest management for new issues
- Proactively help recruit and hire administrative staff for your branch or branches
- Handle logistics when employees start or leave.
Requirements
- Attestation of Collegial Studies
- A minimum of three years of relevant experience
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
- Action oriented
- Customer Focus
- Differences
- Drive results
- Interpersonal Savvy
- Nimble learning
Benefits
- 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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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