Job Description

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 Level NV-05

As a Wealth Management Assistant, you play a hands-on role supporting the advisors by performing all the administrative and operational tasks involved in securities account management.

You track client account transactions on a daily basis and resolve various administrative situations. You have to be proactive and think ahead.

You have the leadership required to handle daily requests and perform tasks as instructed, in accordance with our high quality standards.

You are in close, regular contact with our clients, employees and partners to answer questions, take action and keep tabs on any changes in circumstances. Highly developed interpersonal skills are therefore essential.

In your actions, you strive to meet the needs of members and clients while ensuring their full satisfaction, business growth, sound risk and compliance management, and adherence to current practices and policies, as well as leveraging your ability to achieve results.

General Information on the Position

Other working conditions

The work arrangement for the position is hybrid work

Number of jobs available : 1

Qualifications

General college diploma in a related field

A minimum of one year of relevant experience

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

For vacant positions available in Quebec, please note that knowledge of French is required

Desjardins Cross-sector skills Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job Drive results, Interpersonal Savvy

Work Location 1500 rue Royale bureau 450 Trois-Rivi\xc3\xa8res

Trade Union Non Syndiqu\xc3\xa9

Unposting Date 2023-06-30

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.

Desjardins