Desjardins
Job title:
Wealth Management Associate
Company
Desjardins
Job description
As Wealth Management Associate, you will support an investment advisor or a team of advisors by providing professional, efficient customer service and sound administrative management of client accounts, in compliance with the firm’s policies and procedures as well as regulatory standards in the securities industry. You will process client requests for information and assume various operational support duties specific to the advisor’s or team’s activities, including completing transactions on behalf of clients as instructed by the investment advisor or team. More specifically, you will be required to :Support the wealth management advisor or team with all their administrative, customer service and business development activitiesRespond to information requests from clients regarding their accounts and the firm’s products and services. Conduct research and follow up as needed to deliver quality serviceComplete, check and forward account opening formsMonitor day-to-day activities in client accounts and handle various administrative details to help advisors free up their timeCheck data from various information sources to ensure compliance, in accordance with policies and standards (such as transaction corrections, cheque requisitions and deposits, transfer follow-ups, mail received and sent, swaps and RRSP contributions)Carry out purchases and sales for clients as instructed by the advisor or teamProcess data, including producing various documents for clients, while ensuring the quality of the writing and presentation of documentsHelp identify your team’s operational risks and opportunities for improvementWhat we offer*Competitive salary and annual bonus4 weeks of flexible vacation starting in the first yearDefined benefit pension plan that provides predictable, stable income throughout retirementGroup insurance including telemedicineReimbursement of health and wellness expenses and telework equipment*Benefits apply based on eligibility criteriaWhat you bring to the tableCollege diploma in a related fieldA minimum of two years of relevant experiencePlease note that other combinations of qualifications and relevant experience may be consideredSuccessful completion of the Canadian Securities Institute’s Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPHStrong communication skills in both French and English, both oral and written due to the nature of the duties or work tools or because the position involves interactions with english-speaking partners, members and/or clients Drive results, Interpersonal Savvy#LI-HybridTrade 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 2024-12-18
Expected salary
Location
Gatineau, QC
Job date
Fri, 06 Dec 2024 07:32:55 GMT
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