Assistant - Wealth Management
3 weeks ago
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 an investment assistant, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services through various distribution channels based on member/client needs and current strategies and practices. Your focus areas include discretionary management, mutual funds, exchange-traded funds and structured products.
You help develop and maintain business relationships with members and clients. You drive results to handle special information requests from clients and promote and sell specialized products and services in accordance with your unit’s business objectives and strategies. You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures.
You help analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers.
You support current and potential members and clients, represent the organization, and help negotiate agreements with clients. Interpersonal savvy is therefore essential.
General Information on the Position
Other working conditions- The work arrangement for the position is hybrid work #LI-Hybrid- Number of jobs available : 1
**Qualifications**:
- General 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 or supervisor- 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
Service Signature Desjardins (SSD) Centre du Québec
Trade Union
Non Syndiqué
Unposting Date
2024-02-23
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.
-
Assistant Department Manager
1 month ago
Victoriaville, Canada IGA Full time**Assistant department manager**: Full-Time Number of hours per week : between 40 and 40 Shift : Day Availability : Anytime **Become an assistant department manager!** Are you curious to learn more about food, are you motivated and resourceful? In your family you are considered as the one who is always available to help others? Then this job should...
-
Assistant Department Manager
1 month ago
Victoriaville, Canada IGA Full time**Assistant department manager**: Full-Time Number of hours per week : between 40 and 40 Shift : Day, Evening Availability : Anytime **Become an assistant department manager!** Are you curious to learn more about food, are you motivated and resourceful? In your family you are considered as the one who is always available to help others? Then this job...
-
Assistant Department Manager
1 month ago
Victoriaville, Canada IGA Full time**Assistant department manager**: Full-Time Number of hours per week : between 40 and 40 Shift : Day Availability : Anytime **Become an assistant department manager!** Are you curious to learn more about food, are you motivated and resourceful? In your family you are considered as the one who is always available to help others? Then this job should...
-
Service Station Assistant Manager
1 month ago
Victoriaville, Canada Mobil Full time**Position Title**: Service Station Manager **Summary of Job Function**: The service station assistant manager is responsible for day-to-day operations such as inventory ordering, maintaining the store image, and the supervision of employees working at the service station. Station assistant managers monitor all controllable expenses and keep them within...
-
General Merchandise Assistant Manager
3 weeks ago
Victoriaville, Quebec, Canada Walmart Canada Full timePosition Summary...What you'll do...1.As a member of the Store Management Team drives profitable sales through achievement of sales and profit goals, budget management and sales forecasts. Proactively analyzes and utilizes sales/financial reports, economic trends and community needs to identify and respond to market changes while controlling expenditures....
-
General Merchandise Assistant Manager
3 weeks ago
Victoriaville, Canada Walmart Canada Full timePosition Summary...What you'll do...1.As a member of the Store Management Team drives profitable sales through achievement of sales and profit goals, budget management and sales forecasts. Proactively analyzes and utilizes sales/financial reports, economic trends and community needs to identify and respond to market changes while controlling expenditures....
-
(CAN) General Merchandise Assistant Manager
4 weeks ago
Victoriaville, Canada Walmart Canada Corp Full timePosition Summary...What you'll do...1.As a member of the Store Management Team drives profitable sales through achievement of sales and profit goals, budget management and sales forecasts. Proactively analyzes and utilizes sales/financial reports, economic trends and community needs to identify and respond to market changes while controlling expenditures....
-
(CAN) General Merchandise Assistant Manager
4 weeks ago
Victoriaville, Canada Walmart Canada Corp Full timePosition Summary...What you'll do...1.As a member of the Store Management Team drives profitable sales through achievement of sales and profit goals, budget management and sales forecasts. Proactively analyzes and utilizes sales/financial reports, economic trends and community needs to identify and respond to market changes while controlling expenditures....
-
(CAN) General Merchandise Assistant Manager
4 weeks ago
Victoriaville, Canada Walmart Canada Corp Full timePosition Summary...What you'll do...1.As a member of the Store Management Team drives profitable sales through achievement of sales and profit goals, budget management and sales forecasts. Proactively analyzes and utilizes sales/financial reports, economic trends and community needs to identify and respond to market changes while controlling expenditures....
-
(CAN) General Merchandise Assistant Manager
1 week ago
Victoriaville, Canada Walmart Canada Corp Full timePosition Summary...What you'll do...1.As a member of the Store Management Team drives profitable sales through achievement of sales and profit goals, budget management and sales forecasts. Proactively analyzes and utilizes sales/financial reports, economic trends and community needs to identify and respond to market changes while controlling expenditures....
-
Overnight Lead
1 week ago
Victoriaville, Canada Walmart Canada Full time**Position Summary... **:Working as an Overnight Lead at Walmart Canada is a great way to gain valuable experience in the retail industry. A Lead Department Manager - Overnights leads a team by adhering to the basic beliefs and values of Walmart. This team has accountability to stock shelves, set up displays, and ensure that the store is always...
-
IT Technician
1 month ago
Victoriaville, Canada TERAPRO Agriculture Full time**TERAPRO Group**, the land professional, is a dealer of agricultural and construction machinery. Its significant purchasing power and expertise make it a partner of choice for its customers. Terapro offers several points of service (18 branches) to better serve its customers by focusing on proximity through personalized management. **TERAPRO Group** is...
-
Department Supervisor
3 weeks ago
Victoriaville, Canada The Home Depot Canada Full timeUnder the management of Department Supervisors, our Associates can flourish and reach their peak. They provide leadership by coaching, training, motivating and inspiring associates to perform at their best and encouraging their personal and professional development and growth. Department Supervisors work with Store Management, Operations teams and external...
-
Drug Addiction Worker
7 days ago
Victoriaville, Canada La M.D.T.V.A. Full timeWork Term: Permanent - Work Language: French - Hours: 32 to 35 hours per week - Education: College/CEGEP - Experience: Experience an asset - Corrections - Social work, general - Criminology - Substance abuse/addiction counselling **Work site environment**: - Personal and social adjustment and health (substance abuse, gambling, behaviour disorders) - Crime...
-
Self Checkout Attendant
2 days ago
Victoriaville, Quebec, Canada Walmart Canada Full timePosition Summary...Working as a Self-Checkout Attendant at Walmart Canada is a great way to develop your skills in the retail industry. A Self-Checkout Attendant provides exceptional customer service to ensure a positive shopping experience and assists customers processing transactions through the self-service area(s). If you are looking for an exciting job...
-
Apprentice agricultural machinery technician
1 week ago
Victoriaville, Canada Terapro Group Full timeApprentice agricultural machinery technicianTERAPRO Agriculture, our New Holland agricultural equipment dealers are specialized in the sale and service of new and used tractors, combines, forage harvesters, and much more to help manage all land needs.Our branch located in Victoriavilleis looking for an apprentice agricultural machinery technician.A...
-
Self Checkout Attendant
1 day ago
Victoriaville, Canada Walmart Canada Full timePosition Summary...Working as a Self-Checkout Attendant at Walmart Canada is a great way to develop your skills in the retail industry. A Self-Checkout Attendant provides exceptional customer service to ensure a positive shopping experience and assists customers processing transactions through the self-service area(s). If you are looking for an exciting job...
-
Inside Sales Representative
1 month ago
Victoriaville, Canada Cascades Full timeYour challenge!- Our beautiful Cascades family is growing: the sales team of the Cascades Containerboard Packaging Division in Victoriaville (CEC) is currently looking for an Intrinsic Sales Representative!- At Cascades, we bring out the full potential of our employees. You will have the necessary support and great opportunities to accomplish yourself,...
-
Inside Sales Representative
4 weeks ago
Victoriaville, Canada Cascades Full timeYour challenge!- Our beautiful Cascades family is growing: the sales team of the Cascades Containerboard Packaging Division in Victoriaville (CEC) is currently looking for an Intrinsic Sales Representative!- At Cascades, we bring out the full potential of our employees. You will have the necessary support and great opportunities to accomplish yourself,...
-
Victoriaville, Canada Abbott Full timeThe Opportunity This position works out of our Victoriaville, QC location in the Established Pharmaceuticals division (EPD). In this division, we are committed to bringing the benefits of our trusted medicines to more people in the world’s fastest-growing countries. Our broad portfolio of high-quality and differentiated branded generic medicines...