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Added 2 mins ago
CC
Production Associate - Warehouse
Crane Carrier (Canada) Limited
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
These physical demands are representative of those an associate must meet to be able to successfully perform the primary duties of this job. Reasonable accommodations may be made to enable…
Added 2 mins ago
CS
Member Services Representative - Prince Albert, SK
CAA Saskatchewan
Prince Albert, SK
- Full-time
We are seeking an enthusiastic Member Services Representative to provide a world-class experience to our members. This role is being hired as a full-time permanent position and will report…
Added 2 mins ago
TH
Merchandising Execution Associate : Part Time - BEACON HILL
The Home Depot Canada
Calgary, AB
- Part-time
Partner with store representative to conduct inspections of returned and damaged items for Return to Vendor.
Added 2 mins ago
CC
Parts Delivery Driver / Warehouse Associate
Crane Carrier (Canada) Limited
Cambridge, ON
- Full-time
The physical demands described here are representative of those that must be met by an associate to successfully perform the primary duties of this job. Reasonable accommodations may be…
Added 2 mins ago
TH
Merchandise Execution Associate Part Time - 7236 Timmins
The Home Depot Canada
Timmins, ON
- Part-time
Partner with store representative to conduct inspections of returned and damaged items for Return to Vendor.
Added 2 mins ago
AM
Pre-Planning Director
Arbor Memorial Inc.
Thorold, ON
- Full-time
Pleasantview Funeral Home & Cemetery, located at Thorold, Ontario is currently recruiting a full-time Pre-Planning Sales Representative to join our Sales Office.
Added 17 mins ago
NS
MRI Technologist - Diagnostic Imaging
Nova Scotia Health Authority
Truro, NS
- Full-time
Nova Scotia Health is committed to being a workforce that is free of discrimination, values diversity, and is representative, at all job levels, of the people we serve. We encourage all…
Added 17 mins ago
NS
Youth Health Centre Coordinator - Public Health (Bilingual)
Nova Scotia Health Authority
Antigonish, NS
- Internship
Nova Scotia Health is committed to being a workforce that is free of discrimination, values diversity, and is representative, at all job levels, of the people we serve. We encourage all…
Added 32 mins ago
LH
2600002970 - Laboratory Technologist
Lakeridge Health
Port Perry, ON
- Internship
…accessible. We are committed to employing a workforce that is representative of the diverse community we provide services to and welcome applications from all qualified applicants from all…
Added 32 mins ago
LH
2600002969 - Laboratory Technologist
Lakeridge Health
Port Perry, ON
- Full-time
…accessible. We are committed to employing a workforce that is representative of the diverse community we provide services to and welcome applications from all qualified applicants from all…
Added 32 mins ago
LG
Territory Sales Repesentative - Canada
LeafFilter Gutter Protection
Regina, SK
- Full-time
Territory Sales Representative with Leaf Filter
Added 32 mins ago
LG
Territory Sales Repesentative - Canada
LeafFilter Gutter Protection
Dartmouth, NS
- Full-time
Territory Sales Representative with Leaf Filter
Added 32 mins ago
LG
Field Canvassing Representative
LeafFilter Gutter Protection
AB · Edmonton, AB
- Full-time
Territory Sales Representative with Leaf Filter
Added 32 mins ago
LG
Territory Sales Repesentative - Canada
LeafFilter Gutter Protection
Waterloo, ON
- Full-time
Territory Sales Representative with Leaf Filter
Added 32 mins ago
LG
Territory Sales Repesentative - Canada
LeafFilter Gutter Protection
Winnipeg, MB
- Full-time
Territory Sales Representative with Leaf Filter
Added 32 mins ago
LG
Territory Sales Repesentative - Canada
LeafFilter Gutter Protection
London, ON
- Full-time
Territory Sales Representative with Leaf Filter
Added 32 mins ago
LG
Territory Sales Repesentative - Canada
LeafFilter Gutter Protection
Ottawa, ON
- Full-time
Territory Sales Representative with Leaf Filter
Added 32 mins ago
TL
Production Associate - Warehouse
TruckPro, LLC
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
These physical demands are representative of those an associate must meet to be able to successfully perform the primary duties of this job. Reasonable accommodations may be made to enable…
Added 32 mins ago
VC
Customer Success Representative
Valsoft Corporation
Remote, Canada
- $60,000 to $70,000 CAD / year
- Full-time
- Remote
As a Client Success Representative, you'll own the experience of our veterinary clients from their first day on the platform through every renewal. You'll onboard new practices, run…
Added 1 hour ago
BW
Clerical Supervisor, Medical Imaging, Breast Health Program - BC Women’s Hospital & Health Centre
BC Women's Hospital and Health Centre
Vancouver, BC
- Full-time
Added 1 hour ago
BW
Surgical Day Care Aide, CARE Program - BC Women’s Hospital & Health Centre
BC Women's Hospital and Health Centre
Vancouver, BC
- Full-time
Added 1 hour ago
CO
Truck Driver IV - Transit (part-time) - Open until filled - Applications processed as received
City of Powell River BC
Powell River, BC
- Part-time
Willing and able to work shifts to meet service requirements and respond to operational needs. Serves as a visible representative of City Transit and provides courteous, inclusive…
Added 1 hour ago
TN
Outside Sales Reps
True North Pest Control
Markham, ON
- Full-time
…career with uncapped earning potential. As a Commercial Sales Representative, you will be responsible for generating new business and building relationships with commercial property owners,…
Added 2 hours ago
TH
Merchandise Execution Associate Part Time - 7236 Timmins
The Home Depot
Timmins, ON
- Part-time
Partner with store representative to conduct inspections of returned and damaged items for Return to Vendor.
Added 2 hours ago
LH
2600002584 - DRCC Radiation Therapist
Lakeridge Health
Oshawa, ON
- Internship
…accessible. We are committed to employing a workforce that is representative of the diverse community we provide services to and welcome applications from all qualified applicants from all…

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

Applications open in a new tab.

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)

Apply About employer

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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