Wealth Management Assistant

4 weeks ago

Gatineau, 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 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

Main responsibilities- Provide administrative assistance in the areas of compliance, budget monitoring and management of administrative staff to the manager of a large branch or a group of branches. Serve as resource person for all employees regarding policies, procedures, methods, and operational and interpersonal problem-solving- Work with support services to resolve everyday operational issues in the branch or branches- Supervise the deposit of client cheques and handle complex operational tasks, including coordinating interest management for new issues- Proactively help recruit and hire administrative staff for your branch or branches. Handle logistics when employees start or leave.

Other working conditions- The work arrangement for the position is full-time on-site work #LI-Onsite- Number of jobs available : 1

**Qualifications**:
- General 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 Securities Course (CSC) and the Standards of Conduct Manual (SCM) course- 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- Upper intermediate knowledge of English due to the nature of the duties or work tools or because the position involves interactions with (language)-speaking partners, members and/or clients

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Drive results, Interpersonal Savvy

Work Location

880, boul. de la Carrière Gatineau

Trade Union

Non Syndiqué

Unposting Date

2023-01-6

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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