Financial Sercives Assistant

1 day ago

ThetfordMines, Quebec, Canada Desjardins Full time

Required
As an 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. More specifically, you will be required to:

  • 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.

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
  • Benefits apply based on eligibility criteria.

What You Bring To The Table

  • Attestation of Collegial Studies
  • A minimum of three years of relevant experience
  • Please note that other combinations of qualifications and relevant experience may be considered
  • Mutual fund representative certificate – Autorité des marchés financiers
  • Knowledge of French is required

Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

Curious about Desjardins ? Click here

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.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask

Job Family
Member/client sales and service (FG)

  • Financial Sercives Assistant

    1 week ago

    Thetford-Mines, Quebec, Canada Desjardins Full time $45,000 - $75,000 per year

    As an 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...

  • Financial services Agent, Clientele

    2 weeks ago

    Thetford-Mines, Quebec, Canada Desjardins Full time $60,000 - $120,000 per year

    As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business relationships. You have the latitude and are called upon to take charge of the immediate needs of members and clients by offering simple and rapid solutions in terms of...

  • administrative assistant

    2 weeks ago

    Thetford-Mines, Quebec, Canada Récupération Frontenac Inc. Full time $35,000 - $55,000 per year

    OverviewLanguagesBilingualEducationCollege/CEGEPor equivalent experienceExperience1 year to less than 2 yearsOn siteWork must be completed at the physical location. There is no option to work remotely.BenefitsFinancial benefitsBonusLife insuranceMileage paidRegistered Retirement Savings Plan (RRSP)Other BenefitsFree parking availableOn-site recreation and...

  • Administrative assistant

    2 weeks ago

    Thetford-Mines, Quebec, Canada Récupération Frontenac Inc. Full time $45,000 - $65,000 per year

    Education: College/CEGEPExperience: 1 year to less than 2 yearsor equivalent experienceScreening questionsAre you authorized to work in Canada?Employment terms optionsDayFinancial benefitsBonusLife insuranceMileage paidRegistered Retirement Savings Plan (RRSP)Other BenefitsFree parking availableOn-site recreation and activitiesPaid time off (volunteering or...

  • Adjoint ou adjointe, Gestion de patrimoine

    1 day ago

    Thetford-Mines, Quebec, Canada Desjardins Full time

    En constante évolution depuis sa création en 2013 et propulsé par son désir d'accompagner les membres et clients aisés et fortunés dans la réalisation de leurs projets et de leurs rêves, Service Signature Desjardins a su se tailler une place de choix dans le marché. Nos équipes n'attendent que votre talent et votre passion pour poursuivre sur cette...

  • Administrative Assistant

    2 weeks ago

    Thetford Mines, Canada Récupération Frontenac Inc Full time

    Education: College/CEGEP - Experience: 1 year to less than 2 years - or equivalent experience - ** Screening questions**: - Are you currently legally able to work in Canada? - What is the highest level of study you have completed? - ** Financial benefits**: - Bonus - Life insurance - Mileage paid - Registered Retirement Savings Plan (RRSP) - ** Other...

  • administrative assistant

    2 weeks ago

    Thetford Mines, Canada Récupération Frontenac Inc Full time

    Overview Languages Bilingual Education - College/CEGEP - or equivalent experience Experience 1 year to less than 2 years On site Work must be completed at the physical location. There is no option to work remotely. Benefits Financial benefits - Bonus - Life insurance - Mileage paid - Registered Retirement Savings Plan (RRSP)...

  • Labourer - Plastic Products Manufacturing

    2 days ago

    Thetford Mines, Canada Groupe DSD Inc Full time

    **Work setting**: - Plastic products manufacturing company **Tasks**: - Assist machine operators or assemblers - Clean and lubricate machinery and equipment - Transport material and tools to and from work areas - Monitor machines to watch for jammed materials or defective products **Work conditions and physical capabilities**: - Physically demanding -...

  • Labourer - Plastic Products Manufacturing

    1 week ago

    Thetford Mines, Canada Groupe DSD Inc Full time

    Education: - Expérience: - **Education**: - No degree, certificate or diploma - ** Work setting**: - Plastic products manufacturing company - ** Tasks**: - Assist machine operators or assemblers in manufacturing process - Clean and lubricate machinery and equipment - Transport material and tools to and from work areas - Monitor machines to watch for...

  • Factory Labourer

    1 week ago

    Thetford Mines, Canada Les Sables Olimag inc. Full time

    **Work site environment**: - Dusty - Hot - Noisy - Cold/refrigerated **Tasks**: - Transport raw materials, finished products and equipment throughout plant manually or using powered equipment - Check and weigh materials and products - Sort, pack, crate and package materials and products - Assist machine operators, assemblers and other workers - Perform...

  • Wealth Associate

    2 weeks ago

    Thetford Mines, Canada National Bank of Canada Full time

    A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. **Your job**: - Support investment advisors in providing...

  • Factory Labourer

    2 weeks ago

    Thetford Mines, Canada Les Sables Olimag inc. Full time

    Education: - Expérience: **Education**: - No degree, certificate or diploma **Work site environment**: - Dusty - Hot - Noisy - Cold/refrigerated **Tasks**: - Transport raw materials, finished products and equipment throughout plant manually or using powered equipment - Check and weigh materials and products - Sort, pack, crate and package materials and...

  • Member Reception Agent

    1 week ago

    Thetford Mines, Canada Desjardins Full time

    The incumbent is responsible for welcoming members and customers warmly and courteously. He or she must quickly ascertains members' and customers' needs in order to direct them to individuals who can assist them or to alternative distribution channels. He or she transmits general information on Desjardins Group's service offer to members and customers. More...

  • administrative assistant

    2 weeks ago

    Thetford Mines, QC GG Y, Canada Récupération Frontenac Inc Full time $28,000 - $55,000 per year

    Education:Expérience:EducationCollege/CEGEPor equivalent experienceScreening questionsAre you authorized to work in Canada?Experience1 year to less than 2 yearsEmployment terms optionsDayFinancial benefitsBonusLife insuranceMileage paidRegistered Retirement Savings Plan (RRSP)Other benefitsFree parking availableOn-site recreation and activitiesPaid time off...

  • assistant manager

    6 days ago

    Thetford Mines, QC GG H, Canada MARCHÉ ST-PIERRE ET FILS INC. Full time $35,000 - $45,000 per year

    Education: Secondary (high) school graduation certificateExperience: 1 to less than 7 monthsTasksManage staff and assign dutiesResolve issues that may arise, including customer requests, complaints and supply shortagesSupervision5-10 peopleArea of work experienceRestaurantPersonal suitabilityCollaborativeClient focusFlexibilityOrganizedTeam playerAbility to...