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Added 17 mins ago
W
(CAN) Overnight Lead Department Manager
Walmart
Kamloops, BC
- Full-time
Working as an Overnight Lead Department Manager at Walmart Canada is a great opportunity to build leadership experience in a fast‑paced retail environment. In this role, you lead and…
Added 1 hour ago
GE
Reservation Agent - Internal Candidates Only
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Under the direction of the Front Office supervisor, Assistant Front Office Manager, and/or Front Office Manager, the Reservation Agent promotes and sells room nights to existing and…
Added 1 hour ago
GE
Buffet Server Assistant
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Under the direction of the Food and Beverage Manager, Shift Supervisor, the Server position is applicable to the Bingo Hall, Buffet, Blaze Restaurant, Stage Bar, Gaming Floor and the Hot…
Added 1 hour ago
GE
Blaze Bar & Grill Server Assistant
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Under the direction of the Food and Beverage Manager, Shift Supervisor, the Server position is applicable to the Bingo Hall, Buffet, Blaze Restaurant, Stage Bar, Gaming Floor and the Hot…
Added 1 hour ago
GE
Bar Assistant - Stage Bar
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Under the direction of the Front of House (FOH) Outlets Manager and Supervisor, the Bar Porter is responsible for supporting bar operations by assisting Bartenders and maintaining clean,…
Added 1 hour ago
CC
Retail Assistant Store Manager
Canna Cabana
High River, AB
- Full-time
The Retail Assistant Store Manager at High River will report to the Store Manager and is responsible for providing assistance to the store management team in supervising and facilitating…
Added 2 hours ago
LC
Produce Assistant Department Manager Full Time Day
Loblaw Companies Limited
Halifax, NS
- Full-time
…give excellent customer service and memorable experiences. Our Assistant Department Managers are dedicated people leaders who navigate us to providing the best in-store experience for…
Added 4 hours ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Edmonton, AB
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 4 hours ago
FH
Occupational Therapist - Langley Long Term Care
Fraser Health Authority
Langley (District), BC · City of Langley, BC
- $45.15 to $56.17 CAD / hour
- Part-time
…Practice Leader, Occupational Therapy, and administratively to the Manager, Clinical Operations, this position provides occupational therapy treatment programs in accordance with…
Added 4 hours ago
WC
(CAN) Pharmacy Assistant
Walmart Canada
Hamilton, ON
- Full-time
Position Summary...The Pharmacy Assistant assists the Pharmacist in the technical aspects of prescription filling and administrative duties in order to increase the Pharmacist's opportunity…
Added 5 hours ago
W
Pharmacy Assistant
Walmart
Ottawa, ON
- Part-time
The Pharmacy Assistant assists the Pharmacist in the technical aspects of prescription filling and administrative duties in order to increase the Pharmacist's opportunity to provide patient…
Added 5 hours ago
W
(CAN) Pharmacy Assistant
Walmart
Hamilton, ON
- Part-time
The Pharmacy Assistant assists the Pharmacist in the technical aspects of prescription filling and administrative duties in order to increase the Pharmacist's opportunity to provide patient…
Added 6 hours ago
S
Produce - Supervisor Produce TF Belmont
Sobeys
Langford, BC
- Full-time
The Produce Supervisor is responsible to ensure a superior customer service experience by coaching, and developing friendly, well-trained staff. The Supervisor will supervise the department…
Added 6 hours ago
SD
Merchandiser, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Oshawa, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 7 hours ago
BC
Communication Assistant
Brant Community Healthcare System
Brantford, ON
- Full-time
Reporting to the Manager, Communications and Public Affairs, the Communications Assistant plays a key role in executing on a number of communications tactics for both sites of the Brant…
Added 7 hours ago
SD
Merchandiser, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Picton, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 7 hours ago
SD
Merchandiser, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Pembroke, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 7 hours ago
LC
HMR Assistant Department Manager Full Time Day
Loblaw Companies Limited
Halifax, NS
- Full-time
…give excellent customer service and memorable experiences. Our Assistant Department Managers are dedicated people leaders who navigate us to providing the best in-store experience for…
Added 7 hours ago
S
Operations Consultant - Full Time
sephora.com
Langford, BC
- $19.85 to $24.8 CAD / hour
- Full-time
Communicate inventory issues/concerns to Supervisor (s), Assistant Manager(s) or Store Manager.
Added 8 hours ago
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Assistant Manager
Showcase - Home of the Hottest Trends
Rocky View No 44, AB · Rocky View County, AB
- Full-time
Showcase "Home of the Hottest Trends", voted one of Canada's "Best Managed Companies" 2021 and the world's largest retailer of its kind is hiring for Assistant Manager!
Added 8 hours ago
SD
Merchandiser, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Sooke, BC
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 8 hours ago
Assistant/Associate/Full Professor - Academic Medical Oncologists
University of Toronto
Toronto, ON
…commitment to scholarship appropriate for appointment at the rank of Assistant, Associate or full Professor at the University of Toronto and exhibit a strong record of clinical expertise,…
Added 9 hours ago
SD
Merchandiser, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Ottawa, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 9 hours ago
SD
Merchandiser, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Richmond, BC
- Full-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 10 hours ago
CR
Pharmacy Manager / Licensee - Community Pharmacy Pharmacy Manager / Licensee - Community Pharmacy
Castleridge Rx Pharmacy
Calgary, AB
- Full-time
Pharmacy Manager / Licensee - Community Pharmacy - Calgary, AB

Desjardins

Financial Sercives Assistant

Amos, QC, Canada
Boucherville, QC, Canada
Brossard, QC, Canada
Châteauguay, QC, Canada
La Sarre, QC, Canada
Montreal, QC, Canada
Rouyn-Noranda, QC, Canada
Val-d'Or, QC, Canada

Full-time

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Job details

Job type: Full-time
Posting language: English
Posted: Nov 4, 2026

Original job description

As an Wealth Management assistant, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services through various distribution channels based on member/client needs and current strategies and practices. Your focus areas include discretionary management, mutual funds, exchange-traded funds and structured products. You help develop and maintain business relationships with members and clients. You drive results to handle special information requests from clients and promote and sell specialized products and services in accordance with your unit’s business objectives and strategies. You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. You help analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers. You support current and potential members and clients, represent the organization, and help negotiate agreements with clients. Interpersonal savvy is therefore essential. More specifically, you will be required to:

Provide administrative assistance in the areas of compliance, budget monitoring and management of administrative staff to the manager of a large branch or a group of branches. Serve as resource person for all employees regarding policies, procedures, methods, and operational and interpersonal problem-solving
Work with support services to resolve everyday operational issues in the branch or branches
Supervise the deposit of client cheques and handle complex operational tasks, including coordinating interest management for new issues
Proactively help recruit and hire administrative staff for your branch or branches. Handle logistics when employees start or leave.

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

Attestation of Collegial Studies
A minimum of three years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Mutual fund representative certificate – Autorité des marchés financiers
Knowledge of French is required

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

Equity, Diversity, Inclusion and Accessibility

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)

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More about this job

Responsibilities

You will assist in managing client relationships, selling securities products, and implementing personalized financial solutions. Additionally, you will provide administrative support to branch management, oversee operational tasks, and assist in the recruitment of administrative staff.

Requirements

Candidates must possess an Attestation of Collegial Studies and a minimum of three years of relevant experience. A Mutual fund representative certificate from the Autorité des marchés financiers is also required.

Skills

Wealth management
Sales
Compliance
Budget monitoring
Administrative support
Operational problem-solving
Interpersonal savvy
Customer service
Recruitment
Logistics
Financial analysis

Benefits

Competitive salary
Annual bonus
Flexible vacation
Defined benefit pension plan
Group insurance
Telemedicine
Health and wellness expense reimbursement
Telework equipment

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Securities
Mutual Funds
Exchange-Traded Funds
Structured Products
Compliance
Budgeting
Administrative Management
Client Relations
Recruitment
Operational Support
Financial Services
Hybrid Work
Pension Plan
Group Insurance
Telemedicine
Business Development
Logistics
Interpersonal Skills

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