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Assistant - Wealth Management

2 months ago

Québec, 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-05

The incumbent actively participates in the activities of an Investment Advisor or a team of Investment Advisors. The incumbent ensures that a high level of service is provided to clients, contributes to the sound management of client accounts and assists clients in their choice of products and services, based on the recommendations of the Investment Advisor.

General Information on the Position

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

**Qualifications**:
- General college diploma in a related field- A minimum of one year of relevant experience

Please note that other combinations of qualifications and relevant experience may be considered- 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

Work Location

1170, rue Peel Montréal

Trade Union

Non Syndiqué

Unposting Date

2023-03-11

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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