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Added 7 mins ago
PM
Entry Level Sales Representative
Premium Merchant Funding
Montreal, QC
- Contract
Our mission is simple: empower entrepreneurs. We provide smart, accessible, and fast financial solutions to help businesses grow, remain resilient, and tackle their next big challenge. If…
Added 7 mins ago
PM
Business Development Representative
Premium Merchant Funding
Montreal, QC
- Full-time
financial solutions to help businesses grow, remain resilient, and tackle their next big challenge.
Added 2 hours ago
CS
Program Assistant (CF) - Ready to Serve and RENU
Catholic Social Services Alberta
AB · Edmonton, AB
- Full-time
…summary of driving record are conditions of employment and the financial responsibility of the…
Added 3 hours ago
Trade Representative Ottawa
Scotiabank
Ottawa, ON
…the Team Lead, Client Services and Trade Centre, as a Trade Representative, you will be responsible for the effective facilitation of trade instructions and responding to on-line, telephone…
Added 10 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Saint-Constant, QC · St Constant, QC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 11 hours ago
NB
Associate
National Bank of Canada
Trois-Rivières, QC · Greater Trois-Rivieres Metropolitan Area
- Full-time
A Career as an assistant at National Bank Financial Wealth Management within an Advisory Group Beauchamp, Beaulieu, Toupin, will give you the opportunity to show your ability to work in…
Added 11 hours ago
A
Virology, Therapeutic Specialist - Northern Ontario
AbbVie
Sudbury, ON · Greater Sudbury, Ontario
- $93,000 to $143,000 CAD / year
- Full-time
Deliver sales performance, brand KPIs, financial targets, marketing objectives in order to meet or exceed business objectives.
Added 11 hours ago
M
Director, Retirement Strategy
Manulife
Toronto, ON
- Full-time
8–10 years of relevant, progressively senior experience in strategy, transformation, financial services or a related field.
Added 12 hours ago
HI
Client Care Representative - Auto Insurance Trainee
HUB International
Williams Lake, BC
- Full-time
…that combines a diverse, challenging work environment with financial security and career satisfaction. By joining HUB, you will become part of a rapidly growing company that offers…
Added 13 hours ago
DC
Growth Projects Land Representative
Dasro Consulting Inc.
Calgary, AB
- Contract
Dasro is looking for a Growth Projects Land Representative for one of its clients in Calgary, AB.
Added 14 hours ago
Health and Safety Coordinator - Winter 2026/27
Sunshine Village Corporation
Banff, AB
Maintain professional conduct on/off-duty and when knowingly acting as a company representative.
Added 14 hours ago
FC
Member Experience Representative (Temporary up to 12 months) - Repost
FirstOntario Credit Union
Hamilton, ON
- Full-time
The Member Experience Representative is responsible for providing the optimal member experience through exceptional member service and identifying and providing solutions for members'…
Added 14 hours ago
MF
Solution Architect
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 15 hours ago
C
Financial Services Representative - Ormstown
CIBC
Ormstown, QC
- Full-time
…you’ll make a meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal…
Added 15 hours ago
M
Business Development Associate
Manulife
Montreal, QC
- Full-time
Experience in mutual funds or financial planning (an asset).
Added 15 hours ago
A
Senior Compensation Partner, Sales & Marketing
Autodesk
Vancouver, BC · Greater Vancouver Metropolitan Area
- Full-time
…roles, including job profiles, Sales Professional and Sales Representative tracks and levels, default job titles, and business title…
Added 15 hours ago
A
Senior Compensation Partner, Sales & Marketing
Autodesk
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…roles, including job profiles, Sales Professional and Sales Representative tracks and levels, default job titles, and business title…
Added 16 hours ago
TM
Wireless Sales Representative
The Mobile Shop
Pitt Meadows, BC
- Full-time
…milestones. Our Maternity Leave Top‑Up Program provides additional financial support so you can focus on what matters most: your growing…
Added 16 hours ago
TM
Wireless Sales Representative (Bilingual Preferred)
The Mobile Shop
AB · Edmonton, AB
- Full-time
…milestones. Our Maternity Leave Top‑Up Program provides additional financial support so you can focus on what matters most: your growing…
Added 16 hours ago
U
Intermediate Accountant
Univerus
Toronto, ON · North York, ON
- $50,000 to $65,000 CAD / year
- Full-time
Act as the finance representative for the assigned Business Unit, ensuring compliance with Univerus’ financial policies and procedures.
Added 16 hours ago
DC
Team Leader, Deployed Operations
Defence Construction Canada
Ottawa, ON
- Full-time
The duties and responsibilities listed below are representative but not all-inclusive:
Added 17 hours ago
TL
AP Associate
TruckPro, LLC
AB · Alberta, Canada
- Full-time
…invoices, reconcile vendor accounts, and maintain organized financial records for the…
Added 19 hours ago
I
OPERATOR-BUILDING
IFMA
Mississauga, ON
- Full-time
…enforcement agencies, if required, education credentials, credit and financial inquiries, and personal and work…
Added 20 hours ago
IH
Registered Nurse/Registered Psychiatric Nurse (RN/RPN) | Mental Health and Substance Use
Interior Health Authority
Kelowna, BC
- Full-time
Interior Health (IH) is committed to achieving a culturally diverse and inclusive workforce that is representative of the communities we serve, and where you are encouraged to bring your…
Added 20 hours ago
Enterprise Architect (2 positions)
Innovation and New Technology
Winnipeg, MB

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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