Wealth Management Associate
1 month ago
As Wealth Management Associate, you will support an investment advisor or a team of advisors by providing professional, efficient customer service and sound administrative management of client accounts, in compliance with the firm's policies and procedures as well as regulatory standards in the securities industry. You will process client requests for information and assume various operational support duties specific to the advisor's or team's activities, including completing transactions on behalf of clients as instructed by the investment advisor or team. More specifically, you will be required to:
- Support the wealth management advisor or team with all their administrative, customer service and business development activities- Respond to information requests from clients regarding their accounts and the firm's products and services. Conduct research and follow up as needed to deliver quality service- Complete, check and forward account opening forms- Monitor day-to-day activities in client accounts and handle various administrative details to help advisors free up their time- Check data from various information sources to ensure compliance, in accordance with policies and standards (such as transaction corrections, cheque requisitions and deposits, transfer follow-ups, mail received and sent, swaps and RRSP contributions)- Carry out purchases and sales for clients as instructed by the advisor or team- Process data, including producing various documents for clients, while ensuring the quality of the writing and presentation of documents- Help identify your team's operational risks and opportunities for improvement
What we offer*- Competitive salary and annual bonus- 4 weeks of flexible vacation starting in the first year- Defined benefit pension plan that provides predictable, stable income throughout retirement- Group insurance including telemedicine- Reimbursement of health and wellness expenses and telework equipment
What you bring to the table- College diploma in a related field- A minimum of two years of relevant experience- Please note that other combinations of qualifications and relevant experience may be considered- Successful completion of the Canadian Securities Institute's Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH- Strong communication skills in both French and English, both oral and written due to the nature of the duties or work tools or because the position involves interactions with english-speaking partners, members and/or clients
Drive results, Interpersonal Savvy
LI-Hybrid
Trade Union (If applicable)
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 Family
Member/client sales and service (FG)
Unposting Date
2024-12-18
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