Assistant or Assistant Manager in Wealth Management-FR

For over 125 years, Desjardins has helped bring the projects and ambitions of millions of people to life while strengthening the vitality of communities. Recognized as one of the best financial institutions in the world, Desjardins is an employer of choice where people are at the heart of every decision. Do you want to work in an environment where advisory service, collaboration and excellence in the client experience are at the heart of every interaction?

Join Valeurs mobilières Desjardins, one of the largest full-service brokerage teams in Quebec. As part of our ongoing talent pool, we are continuously looking for talent for current and future opportunities as wealth management assistants across our network, present in all regions of Quebec. As a wealth management assistant, you play a key role alongside a team of investment advisors and directly contribute to the quality of the client experience.

Thanks to your rigour, your sense of organization and your client-centred approach, you deliver a distinctive experience to clients. A true partner to advisors, you ensure the smooth running of daily operations, the quality of follow-ups and the effectiveness of the team's activities, thereby contributing to the achievement of clients' financial projects and objectives. More specifically, you could be called upon to:

• Support wealth management advisors in planning and monitoring their activities
• Ensure the opening, updating and administration of client files and accounts
• Process transactions related to investment products and ensure their compliance
• Respond to client requests with professionalism and provide personalized support
• Coordinate communications between clients, advisors and the various internal partners
• Take part in preparing client meetings and following up on ongoing files
• Help maintain high standards of quality, compliance and service

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 and stable income throughout retirement
• Group insurance plan including telemedicine services
• Reimbursement of health, wellness and home-office equipment expenses

Benefits are subject to eligibility criteria.

What you will bring

• Diploma of collegial studies (DEC) in an appropriate discipline
• A minimum of two years of relevant experience in a similar role

Please note that other relevant combinations of education and experience may be considered

• Registration with the OCRI as a investment representative following successful completion of the Regulatory Exam on Trading and Investment (ERCI)
• Knowledge of trading platforms, account openings and the processing of investment-related transactions
• Excellent communication skills in French and English, both spoken and written
• Proficiency in Microsoft Excel, Word and PowerPoint software
• Customer-oriented, skilled in interpersonal relationships, results-driven

Equity, diversity, inclusion and accessibility

At Desjardins, we believe in equity, diversity and inclusion. We are committed to welcoming all people, valuing and appreciating them for who they are, enriching ourselves with their differences and uniqueness and, above all, offering them a work environment where they will feel good. For us, discrimination, in whatever form, is zero tolerance! We believe it is important for our teams to reflect the diversity of our members, our clientele and the communities we serve.

If you need assistance to make the recruitment process or the position you are applying for more accessible, please let us know. Accommodation measures will be offered to individuals who request them at any stage of the recruitment process.

Job family: Member and client services - sales (GF)