Hybrid Financial Services Assistant

Posted 1 hour ago

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About the role

  • Wealth Management Assistant supporting business relationships and selling securities products at Desjardins. Providing administrative assistance and ensuring client satisfaction in financial services.

Responsibilities

  • Help serve, prospect for, solicit, and develop and maintain business relationships with members and clients
  • Sell securities products and services through various distribution channels based on member/client needs
  • Analyze member/client needs and develop personalized solutions
  • Provide administrative assistance in compliance and budget monitoring
  • Serve as resource person for all employees regarding policies and procedures

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

Financial Services Assistant

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Professional Certificate

Location requirements

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