Wealth Management Assistant

1 week ago

Gatineau, Quebec, Canada Desjardins Full time

As a Wealth Management Assistant with the Signature Outaouais Service, you play a key support role for an advisor or a team of advisors by handling all administrative and operational tasks related to the 360° service offering, including securities investments. Your role involves implementing, from an operational and transactional perspective, the solutions proposed by wealth management advisors. You demonstrate leadership by taking charge of member and client requests, managing and processing their daily transactions, and resolving various administrative situations while upholding our high standards of quality. You coordinate and prepare communications between members and clients, their wealth management advisors, and expert partners. Your regular and privileged contact with clients requires you to be proactive and anticipate future events. You take appropriate actions and monitor the evolving needs of members and clients. Strong interpersonal skills are essential in this role. Your actions aim to meet client needs, ensure their full satisfaction, and contribute to business growth. You leverage your results-oriented mindset while ensuring sound risk and compliance management, and adherence to current practices and policies. More specifically, you will be expected to:

  • Prepare the necessary documentation for meetings with members and clients

  • Manage the advisors' schedules and voicemail

  • Open accounts, complete forms, and execute securities transactions according to advisor instructions

  • Handle certain information requests, conduct necessary research, and propose solutions tailored to client needs

  • Assist in producing reports, presenting statistics, and preparing related documents

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

  • 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

  • Knowledge of French is required

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

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.

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)

Unposting Date

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