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Added 44 mins ago
T
Customer Experience Associate - Future Opportunities
TD
Toronto, ON
- Part-time
…banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are…
Added 1 hour ago
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Financial Sercives Assistant
Desjardins
Amos, QC · Boucherville, QC · Brossard, QC · Châteauguay, QC · La Sarre, QC · Montreal, QC · Rouyn-Noranda, QC · Val-d'Or, QC
- Full-time
…services through various distribution channels based on member/client needs and current strategies and practices. Your focus areas include discretionary management, mutual funds,…
Added 1 hour ago
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Manager, Activations and Programming
CBRE
Calgary, AB
- Full-time
As a CBRE Events Planner Consultant, you will strategically manage small to medium-sized events and programs ensuring alignment with the client's business needs, goals, and objectives.
Added 1 hour ago
K
Senior Manager, Technology Strategy & Digital Transformation
KPMG
Vancouver, BC
- Full-time
Our Technology Strategy & Digital Transformation team is looking for a Senior Manager to advise business and technology leaders on complex transformation priorities. The successful…
Added 1 hour ago
K
Manager, Technology Strategy & Digital Transformation
KPMG
Vancouver, BC
- Full-time
Our Technology Strategy & Digital Transformation team is looking for a Manager to help organizations align technology investments with business priorities. The successful candidate will…
Added 2 hours ago
T
Customer Experience Associate - Verdun (Part-time, 22.5h/week)
TD
Montreal, QC
- Part-time
…partenaires internes appropriés, tout en assurant une expérience client…
Added 2 hours ago
AG
Estimator, Camp Services
ATCO Group
AB · Calgary, AB
- Full-time
…Development, Supply Chain, Proposals, Finance, Commercial, Indigenous Relations, and the broader Structures team, you will translate client requirements and operating assumptions into…
Added 2 hours ago
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Project Risk Manager
Hays
Toronto, ON
- $130,000 to $132,000 CAD / year
- Full-time
Our client is a major organization within the mining and critical minerals sector, with a strong focus on safety, sustainability, innovation, and responsible resource development.
Added 3 hours ago
T
Customer Experience Associate
TD
Guelph, ON
- Part-time
…banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are…
Added 4 hours ago
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Contracts Manager- Mining
Fluor
Vancouver, BC
- Full-time
This exciting position will serve as a Senior Contracts Manager on medium to large-sized EPC/EPCM projects.
Added 5 hours ago
I
Territory Account Manager
Insight
Montreal, QC
- Full-time
Le gestionnaire de compte de territoire V développe et entretient des relations commerciales pour vendre des produits, logiciels et services par téléphone et e-mail. Ce poste reçoit des…
Added 5 hours ago
F
Responsable de projets - Expériences Fever Originals
Fever
Montreal, QC
- Full-time
…supervision des travaux et de la production, ainsi que la gestion des relations avec les partenaires. Tu seras responsable du succès d’un portefeuille d’expériences Fever Originals, en…
Added 6 hours ago
TC
Senior Fund Accountant, Fund Accounting – Hedge Funds
The Citco Group Limited
Toronto, ON
- Full-time
…solutions means our people are equipped to deliver a seamless client…
Added 6 hours ago
AT
Credit Analyst / Analyste Crédit
Allianz Trade in North America
Montreal, QC
- Full-time
Manage a profitable portfolio of business within the parameters agreed upon with the VP Risk Monitoring Manager and the VP RIC Director, utilizing sound credit analysis techniques.
Added 6 hours ago
A
Bilingual HR Advisor
ALS
Winnipeg, MB · Sudbury, ON · Thunder Bay, ON · CAN - ON - Sudbury
- Full-time
The HR Advisor works with the HR Manager to provide support in all areas of HR to an assigned client group. This role serves as a primary point of contact for managers, supervisors, and…
Added 6 hours ago
T
Senior Personal Banker - Home Borrowing
TD
Mission, BC
- Full-time
…banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are…
Added 6 hours ago
T
PIA Client Service Associate
TD
Winnipeg, MB
- Full-time
…value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor…
Added 6 hours ago
BI
Human Resources Generalist
Baxter International Inc.
Mississauga, ON
- Full-time
As an HR Generalist, you will support multiple client groups across a broad range of human resources activities, including employee relations, onboarding, leave administration, compliance,…
Added 6 hours ago
A
Senior Project Manager
Atimi
Remote, Canada
- $123,000 to $200,000 CAD / year
- Full-time
- Remote
We are looking for an experienced Project Manager to manage key client projects.
Added 6 hours ago
D
Sous Chef
Dexterra
Mississauga, ON
- $21 to $24 CAD / hour
- Full-time
In coordination with the Chef Manager, plan and develop menus and recipes for catering events that meet the client’s needs, incorporating both the company’s promotional themes and the…
Added 6 hours ago
D
Food Service Associate / Sandwich Maker
Dexterra
Abbotsford, BC
- $19 to $20 CAD / hour
- Full-time
Remain an ambassador of goodwill, ethics, and great client relations at all times on behalf of Dana Hospitality
Added 6 hours ago
CC
Pre-Construction Manager
Concrete Cashmere
Vancouver, BC · Greater Vancouver Metropolitan Area
- Full-time
You bring substantial experience as an Estimator, Pre-Construction Manager, or Project Manager with significant hands-on estimating responsibilities. You are confident interpreting…
Added 6 hours ago
SE
Commodity Manager / Spécialiste senior en approvisionnement
Siemens Energy
Montreal, QC
- Full-time
As a Commodity Manager, you become an essential contributor to Siemens Energy’s mission of energizing society and accelerating the energy transition. Your work directly supports the…
Added 6 hours ago
SE
Commodity Manager / Spécialiste senior en approvisionnement
Siemens Energy
Oakville, ON
- Full-time
As a Commodity Manager, you become an essential contributor to Siemens Energy’s mission of energizing society and accelerating the energy transition. Your work directly supports the…
Added 6 hours ago
AT
Local Client Manager - Vancouver
APM Terminals
Delta, BC
- Full-time
…transportation and logistics solutions that add value to the client’s business, while managing client expectations, and delivering positive results to…

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

Apply About employer

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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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