Wealth Management Assistant responsible for developing business relationships with clients and selling financial products. Supporting daily operations and managing administrative tasks in a hybrid work environment.
Responsibilities
Serve, prospect for, solicit, and develop business relationships with members and clients
Sell securities products and services across various distribution channels
Analyze member/client needs and develop and implement tailored solutions
Proactively assist in recruiting and hiring administrative staff for your branch or branches
Requirements
Attestation of Collegial Studies (AEC)
Minimum of three years of relevant experience
Mutual Fund Representative certificate — Autorité des marchés financiers (AMF)
Proficiency in French required
Benefits
Competitive salary and annual bonus
4 weeks of flexible vacation starting in year one
Defined benefit pension plan providing predictable, stable retirement income
Group insurance including telemedicine
Reimbursement for health and wellness expenses and telework equipment
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