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Wealth Management Assistant

3 months ago

Montréal, 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 supports an Investment Advisor or team of Investment Advisors by effectively providing professional client service and sound administrative management of client accounts in accordance with firm policies and procedures and securities industry regulatory standards. This position processes client inquiries and performs a variety of operational support responsibilities specific to the Advisor's/team's activities, including executing trades on behalf of clients under the direction of the Investment Advisor(s).

General Information on the Position

Other working conditions- The work arrangement for the position is hybrid work- Other relevant information: 3 months of face-to-face training- Number of jobs available: 1

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

Please note that other combinations of qualifications and relevant experience may be considered- Successful completion of a securities trading course and a Standards of Conduct Manual course or a commitment to complete them within one year of hire- For vacant positions available in Quebec, please note that knowledge of French is required.

Specific knowledge- Proficiency in Word, PowerPoint and Excel in a Windows environment.

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Drive results, Interpersonal Savvy

Work Location

1, Place Ville-Marie Montréal

Trade Union

Non Syndiqué

Unposting Date

2024-04-5

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.