Wealth Management Assistant

4 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.

  • Wealth Management Assistant

    2 weeks ago

    Brossard, Quebec, 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...

  • Wealth Management Associate

    3 weeks ago

    Brossard, Canada National Bank of Canada Full time

    **Primary Locations**:Brossard, Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: Come live your ambitions as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in the country. Use your talents as a Wealth Management Assistant to help us improve customer...

  • Wealth Management Associate

    3 weeks ago

    Brossard, Canada National Bank of Canada Full time

    **Primary Locations**:Brossard, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: Come live your ambitions as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in the country. Use your talents as a Wealth Management Assistant to help us improve customer...

  • Wealth Management Associate

    3 weeks ago

    Brossard, Canada National Bank of Canada Full time

    **Primary Locations**:Brossard, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: Come live your ambitions as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in the country. Use your talents as a Wealth Management Assistant to help us improve customer...

  • Wealth Management Associate

    4 weeks ago

    Brossard, Canada National Bank Full time

    A career as a Wealth Management Associate in the Private Banking 1859 sector at National Bank, you will offer services and advice to a discerning high-net-worth clientele. In this role, you will offer a comprehensive range of financial services to individuals, corporations, and government agencies a

  • Wealth Management Associate

    4 weeks ago

    Brossard, Canada NBC Full time

    Area of Interest: Wealth management ...

  • Associate Wealth Advisor

    3 weeks ago

    Brossard, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** RBC Dominion Securities is currently seeking an Associate Wealth Advisor to join a well-established advisory team. You will deepen client relationships by offering sound advice and support to clients and to the advisory team. Developing and implementing the team’s wealth management strategy for clients is the...

  • Wealth Associate

    2 weeks ago

    Brossard, Quebec, Canada National Bank Full time

    Attendance Hybrid Job Number 20750 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 22-Apr-2024 Location: Brossard, Quebec City Brossard Province/State Quebec Area of Interest: Wealth management A career as a Wealth Associate at National Bank is a job where you can showcase...

  • Associate Wealth Advisor

    4 weeks ago

    Brossard, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is currently seeking an Associate Wealth Advisor to join a well-established advisory team. You will deepen client relationships by offering sound advice and support to clients and to the advisory team. Developing and implementing the team's wealth management strategy for clients is the...

  • Wealth Management Associate

    4 weeks ago

    Brossard, Canada National Bank Full time

    Attendance Hybrid Job Number 19785 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 16-Feb-2024 Location: Brossard, Quebec City Brossard Province/State Quebec Area of Interest: Wealth management A career as a Wealth Management Associate in the Private Banking 1859 sector at...

  • Wealth management associate

    4 days ago

    Brossard, Canada National Bank Full time

    A career as a Wealth Management Associate in the Private Banking 1859 sector at National Bank, you will offer services and advice to a discerning high-net-worth clientele. In this role, you will offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as specialized services to a select...

  • Wealth management associate

    6 days ago

    Brossard, Canada National Bank Full time

    A career as a Wealth Management Associate in the Private Banking 1859 sector at National Bank, you will offer services and advice to a discerning high-net-worth clientele. In this role, you will offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as specialized services to a select...

  • Wealth Management Associate

    4 weeks ago

    Brossard, Canada National Bank Full time

    A career as a Wealth Management Associate in the Private Banking 1859 sector at National Bank, you will offer services and advice to a discerning high-net-worth clientele. In this role, you will offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as specialized services to a select...

  • Wealth Management Associate

    4 weeks ago

    Brossard, Canada National Bank Full time

    A career as a Wealth Management Associate in the Private Banking 1859 sector at National Bank, you will offer services and advice to a discerning high-net-worth clientele. In this role, you will offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as specialized services to a select...

  • Wealth Associate Advisor

    4 weeks ago

    Brossard, Canada National Bank of Canada Full time

    A career as a Wealth Associate at National Bank is a job that where you can capitalize on your entrepreneurial spirit and have a direct impact on clients. In this role, you will support clients during all their life events to help them achieve their financial goals, and you will build long-term, trust-based relationships. **Your job**: - Diligently and...

  • Wealth Associate

    4 weeks ago

    Brossard, Canada National Bank Full time

    Attendance Hybrid Job Number 20750 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 22-Apr-2024 Location: Brossard, Quebec City Brossard Province/State Quebec Area of Interest: Wealth management A career as a Wealth Associate at National Bank is a job where you can showcase...

  • 2023 Wealth Management, Fall Student

    2 weeks ago

    Brossard, Quebec, Canada Royal Bank of Canada Full time

    Come Work with UsAt RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that...

  • Wealth Associate

    7 days ago

    Brossard, Canada Banque Nationale du Canada Full time

    A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.Support investment advisors in providing superior customer...

  • Wealth Associate

    4 days ago

    Brossard, Canada Banque Nationale du Canada Full time

    A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.Support investment advisors in providing superior customer...

  • Wealth Associate Advisor

    2 weeks ago

    Brossard, Quebec, Canada National Bank of Canada Full time

    A career as a Wealth Associate at National Bank is a job that where you can capitalize on your entrepreneurial spirit and have a direct impact on clients. In this role, you will support clients during all their life events to help them achieve their financial goals, and you will build long-term, trust-based relationships.Your job: Diligently and attentively...