Wealth Management Assistant at Desjardins
D
Desjardins
📍 roberval, qc, Canada
Job Description
Join Desjardins as a Wealth Management Assistant and foster business relationships while focusing on securities products. Engage with clients to understand needs and deliver tailored solutions.
In this role, you will support the Wealth Management team in maintaining client satisfaction and ensure service quality. Key responsibilities include selling financial products, analyzing client needs, and supervising administrative aspects within branches. Your experience and interpersonal skills will be crucial in enhancing member/client interactions and resolving operational challenges.
Key Responsibilities:
• Provide administrative support for compliance and budget management
• Supervise client cheque deposits and operational tasks
• Recruit and onboard new administrative staff
• Collaborate with support services to resolve branch issues
• Ensure high-quality service and client satisfaction
Requirements:
• Minimum three years of relevant experience
• Attestation...
In this role, you will support the Wealth Management team in maintaining client satisfaction and ensure service quality. Key responsibilities include selling financial products, analyzing client needs, and supervising administrative aspects within branches. Your experience and interpersonal skills will be crucial in enhancing member/client interactions and resolving operational challenges.
Key Responsibilities:
• Provide administrative support for compliance and budget management
• Supervise client cheque deposits and operational tasks
• Recruit and onboard new administrative staff
• Collaborate with support services to resolve branch issues
• Ensure high-quality service and client satisfaction
Requirements:
• Minimum three years of relevant experience
• Attestation...