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Added 12 mins ago
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Webber - Hiring AZ/DZ Drivers - Job Fair (York Region) - Infrastructure Management
Ferrovial
Richmond Hill, ON · Woodbridge, ON · ON · CAN - Webber - Infra - York
- Full-time
…worldwide. Ferrovial’s activity is carried out through our business units, including Highways, Airports, Construction, and…
Added 12 mins ago
Document Governance Specialist (Hybrid)
First West
Langley (District), BC · Langley, BC
…operational advice, and analysis related to all functional business areas. The Specialist leads or provides support with operational projects and…
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Webber - Hiring AZ/DZ Drivers - Job Fair (Peel Region) - Infrastructure Management
Ferrovial
Toronto, ON · CAN - Webber - Infra - Peel Halton
- Full-time
…worldwide. Ferrovial’s activity is carried out through our business units, including Highways, Airports, Construction, and…
Added 12 mins ago
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Webber - Hiring AZ/DZ Drivers - Job Fair (York Region) - Infrastructure Management
Ferrovial
Richmond Hill, ON · Woodbridge, ON · ON · CAN - Webber - Infra - York
- Full-time
…worldwide. Ferrovial’s activity is carried out through our business units, including Highways, Airports, Construction, and…
Added 12 mins ago
F
Webber - Hiring AZ/DZ Drivers - Job Fair (Peel Region) - Infrastructure Management
Ferrovial
Milton, ON · CAN - Webber - Infra - Peel Halton
- Full-time
…worldwide. Ferrovial’s activity is carried out through our business units, including Highways, Airports, Construction, and…
Added 12 mins ago
Actuarial Expert - Alberta Auto Pricing
Wawanesa Insurance
Calgary, AB · AB · Lethbridge, AB · Lloydminster, AB · Vancouver, BC · Winnipeg, MB · Moncton, NB · Dartmouth, NS · Kitchener, ON · Ottawa, ON · Thunder Bay, ON · Toronto, ON · Montreal, QC · North York - Toronto, ON (Hybr, ON · Edmonton, AB (Hybrid), AB
…parent company of Wawanesa Life, which provides life insurance solutions throughout Canada, and Western Financial Group, a leading national distributor of personal and business insurance.…
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Assistant Manager
EssilorLuxottica Group
Langley (City), BC · Langley, BC
…eyewear, advanced lens technology and cutting-edge digital solutions. Join our global community of over 200,000 dedicated employees around the world in driving the transformation of the…
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Senior Talent Programs Advisor
Trans Mountain
Calgary, AB
…to modernize and advance functionality of talent technology solutions in Success Factors, optimizing talent program…
Added 12 mins ago
Senior Financial Advisor- Clairfields Centre Branch
Scotiabank
Guelph, ON
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
Added 12 mins ago
Private Banker
Scotiabank
Vancouver, BC
Team Structure: Our unique team-based operating model means you have strong support for personal and business development. Compensation includes team-based elements that translate to team…
Added 12 mins ago
Senior Financial Advisor-Acton
Scotiabank
Acton, ON
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
Added 12 mins ago
ScotiaMcLeod Business Development Associate
Scotiabank
Vancouver, BC
…understanding their complete financial picture - life, family, business, and…
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Senior Bridge Manager
Hatch
Vancouver, BC
…better world through positive change. With more than 70 years of business and technical expertise in mining, energy, and infrastructure, our 10,000 colleagues in 150 countries tirelessly…
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Consumer Experience (CX) Strategy lead
Sanofi
Toronto, ON
- Full-time
…you can play a vital part in the performance of our entire business while helping to make an impact on millions around the world.…
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Products & Service Sales Manager
Finning
Calgary, AB
- Full-time
…profitable growth across power generation equipment, energy solutions, parts, and service offerings. This position leads the sales team in developing strategic customer relationships,…
Added 12 mins ago
AI
Technical Product Manager - Platforms & Integrations
Accurant International
Remote, Canada
- $120,000 to $140,000 CAD / year
- Full-time
- Remote
In this role, you'll work across Product, Engineering, customers, and technology partners to understand business needs, shape product solutions, and drive platform capabilities and external…
Added 12 mins ago
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Technical Manager, Quality Process Management - APQR - ** 12 Month Contract Position**
Roche
Mississauga, ON · Canada Pharma Campus
- Full-time
You will bring the ability to lead cross-functional teams, resolve complex technical, quality, and business process-related issues; extract optimized business results through skillful…
Added 12 mins ago
Director, Life Underwriting
The Canada Life Assurance Company
Canada
The Director partners across Insurance Solutions, Insurance Operations - New Business & Underwriting, Client Service, Technology, Product, Pricing, Reinsurance, Claims, Legal, Compliance,…
Added 12 mins ago
CI
Student Intern, Buying and Planning Data Analytics
Celestica International LP
Toronto, ON
- $23 to $30 CAD / hour
With deep expertise in design, engineering, manufacturing, supply chain management and platform solutions, Celestica enables critical data center infrastructure for AI, cloud, and hybrid…
Added 12 mins ago
Senior Manager, Economics Advisory (Ottawa)
EY
Ottawa, ON
You will expand and strengthen existing client relationships by participating in internal and external business development activities. The Senior Manager role requires a demonstrated…
Added 12 mins ago
Senior Forward Deployed Engineer (Gemini Enterprise)
Welcome to the Jungle
Montreal, QC
…AI engineers, analysts, and digital experts to solve complex business challenges with pragmatic, production-ready…
Added 12 mins ago
VF
Maintenance Technician
Village Farms International Inc.
Delta, BC
- $30 to $42 CAD / hour
- Full-time
…the box" mentality and enjoy solving problems with creative solutions. You love to work with your hands and thrive in an environment that provides you with unique challenges and variety in…
Added 12 mins ago
TM
Entity Compliance Specialist / Spécialiste de la conformité des entités
The Maples Group (Financial Services)
Montreal, QC
- Full-time
We are looking for an accomplished US Entity Compliance Specialist to join our Delaware Entity Services team as part of our financial services business in Montreal.
Added 12 mins ago
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Frontend Developer - Angular
INFOYA
Toronto, ON
- $70,000 to $80,000 CAD / year
- Full-time
About the Job: Infoya is seeking a Frontend Developer with deep Angular expertise to own frontend features from design
Added 12 mins ago
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Forensic and Dispute Services Senior Manager (Bilingual FR/EN)
PwC
Montreal, QC · Quebec, QC
- Full-time
…disputes issues. Our forensic and dispute specialists provide solutions and support for clients dealing with litigious matters, fraud, regulatory and crisis situations. As part of the team,…

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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