Wealth Management Associate
3 weeks ago
As a Wealth Management Associate at Desjardins, you will play a vital role in cultivating and nurturing relationships with our valued members and clients. Your primary focus will encompass the sales of investment products and services, meticulously analyzing client needs to develop tailored solutions that align with their financial goals. Strong interpersonal skills and the ability to negotiate effectively with clients are essential for success in this position.
- Provide Comprehensive Support: You will contribute to administrative tasks related to compliance, budget monitoring, and staff management.
- Operational Excellence: Resolve operational challenges and oversee daily branch activities, ensuring smooth and efficient operations.
- Client-Centric Operations: Coordinate the deposit of client cheques and manage complex operational duties, prioritizing client satisfaction.
- Team Development: Assist in recruiting and onboarding administrative staff, contributing to a strong and cohesive team.
What We Offer:
- Competitive Salary and Performance-Based Bonus Structure
- Flexible Vacation Time Policy
- Comprehensive Pension Plan and Group Insurance Benefits
- Health and Wellness Reimbursement Program
- French Language Proficiency Required
- Drive for Results, Interpersonal Savvy
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Québec, Quebec, Canada IG Wealth Management Full timeAbout IG Wealth ManagementIG Wealth Management is a leading diversified wealth and asset management company with approximately $271 billion in total assets under management. We provide a broad range of financial planning and investment management services to help our clients meet their financial goals.Our VisionOur vision is to inspire financial confidence....
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Québec, Quebec, Canada IG Wealth Management Full timeAbout IG Wealth ManagementIG Wealth Management is a leading diversified wealth and asset management company with approximately $271 billion in total assets under management. We provide a broad range of financial planning and investment management services to help our clients meet their financial goals.Our VisionOur vision is to inspire financial confidence....
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Wealth Services Coordinator, Multilingual
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Québec, Quebec, Canada IG Wealth Management Full timeAbout IG Wealth ManagementIG Wealth Management is a leading diversified wealth and asset management company with approximately $271 billion in total assets under management. We provide a broad range of financial planning and investment management services to help our clients meet their financial goals.Our VisionOur vision is to inspire financial confidence...
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Wealth Services Coordinator, Multilingual
7 days ago
Québec, Quebec, Canada IG Wealth Management Full timeAbout IG Wealth ManagementIG Wealth Management is a leading diversified wealth and asset management company with approximately $271 billion in total assets under management. We provide a broad range of financial planning and investment management services to help our clients meet their financial goals.Our VisionOur vision is to inspire financial confidence...
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Québec, Quebec, Canada IG Wealth Management Full timeÀ propos de l'emploiIG Wealth Management est une société financière diversifiée qui offre des services de planification financière et de placement pour aider les Canadiens à atteindre leurs objectifs financiers. Nous sommes à la recherche d'un administrateur principal ou d'une administratrice principale pour rejoindre notre...
