Wealth Management Assistant

3 weeks ago

Brossard, Canada Desjardins Full time

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

Job Level

NV-06

As a wealth management assistant, you play a major role supporting the advisor or a team of advisors by performing all administrative and operational tasks for managing the 360° offer, including securities investments.

Your role is to apply, from an operational and transactional standpoint, the solutions proposed by wealth management advisors. You have the leadership required to handle your members' and clients' requests, track and process their day-to-day transactions, and resolve administrative situations while meeting our high quality standards.

You coordinate and prepare discussions between your members and clients, their wealth management advisors and their expert partners. Your close, regular contact with members and clients require you to be proactive and be able to anticipate future events. You take appropriate action and monitor the situation of your members and clients; interpersonal savvy is therefore essential.

Your actions are designed to meet the needs of members and clients while also focusing on their full satisfaction and business growth.

You drive results by ensuring sound risk and compliance management, and compliance with practices and policies.

General Information on the Position

Main responsibilities- Prepare the necessary documentation for member and client meetings.-
- Open accounts, fill out forms and complete securities transactions as directed by advisors.- Handle requests for information, conduct research as needed and propose solutions tailored to members' and clients' needs.- Help produce reports and statistics, and prepare related documents.

Other working conditions- The work arrangement for the position is hybrid work #LI-Hybrid- Number of jobs available : 1

Qualification- College diploma in a related field- A minimum of 2 years of relevant experience

Please note that other combinations of qualifications and relevant experience may be considered- Approved by IIROC as a registered representative- For vacant positions available in Quebec, please note that knowledge of French is required

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Drive results, Interpersonal Savvy

Work Location

4605, boul. Lapinière Brossard

Trade Union

Non Syndiqué

Unposting Date

2023-09-15

Job Family

Member/client sales and service (FG)

Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.

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