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Added 2 mins ago
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Director of Retail Operations
Adrenalin Source For Sports
Calgary, AB
- Full-time
Build strong leaders and teams. Coach store managers, support recruitment and onboarding, and create meaningful training, development, and succession opportunities.
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Personal Lines Account Manager
Navacord
Elmira, ON
- $55,000 to $65,000 CAD / year
- Full-time
The Personal Lines Account Manager will be responsible to support in obtaining, maintaining, expanding and servicing a book of business. You will also provide service to co-workers as…
Added 2 mins ago
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Financial Service Representative
National Bank of Canada
Sherbrooke, QC
- Full-time
…administrative investment activities, while participating in business development activities with…
Added 2 mins ago
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Territory Retail Sales Manager
Steam Whistle Brewing
Toronto, ON · Greater Toronto Area, Canada
- Full-time
We have an exciting opportunity for a Retail Sales Representative to promote and sell Steam Whistle pilsner and our other brands within the GTA.
Added 2 mins ago
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Banking Advisor Mutual Fund Representative
National Bank of Canada
Longueuil, 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 2 mins ago
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Account Manager, MedSpa
Beautifi
Vancouver, BC
- Full-time
2+ years of experience in sales development, account management or B2B sales (preferably in the aesthetics/elective medical procedures, loan financing, or BNPL industry).
Added 2 mins ago
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Manager, Win50 Operations
OEG Sports & Entertainment
AB · Edmonton, AB
- Full-time
…Oilers Community Foundation 50/50 as well as other clients. The Manager, Win50 combines hands-on marketing execution with the operational coordination needed to deliver raffle marketing…
Added 2 mins ago
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Business Development Manager
Germain Hôtels
Winnipeg, MB
- Full-time
We are looking for an organized and outgoing Business Development Manager to join the Alt Hotel Winnipeg. Reporting to the General Manager, this individual will work closely with the…
Added 2 mins ago
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Planogram Designer
Pattison Food Group
Langley (District), BC · Langley Office - Langley BC
- Full-time
Reporting to the Manager, Planogram Design, you will be responsible for partnering with Category Managers throughout the category review process to provide analysis and insights, helping to…
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Department Manager, Deli
Save-On-Foods
Winfield, BC
- Full-time
We are hiring a Department Manager, Deli at our Save-On-Foods location in Winfield, BC.
Added 2 mins ago
Supply Chain Manager
ASSA ABLOY
ON · Oakville, ON
Supply Chain Manager – ASSA Abloy Entrance Systems
Added 17 mins ago
Gestionnaire, Solutions clients I+S/I+S Customer Solutions Manager
Univar Solutions
Toronto, ON · Dorval, QC
Added 17 mins ago
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Inside Sales Representative
Titan Environmental Containment & Titan USA
Burlington, ON
- Full-time
Titan Environmental is seeking an Inside Sales Representative to support business growth in our office in Burlington, ON by building strong customer relationships, identifying sales…
Added 17 mins ago
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(CAN) Pharmacy Manager
Walmart
Dryden, ON
- Full-time
…during the posted business hours. Supervise and support the OTC manager in their everyday duties and responsibilities. Ensure excellent patient experience, locate merchandise on the sales…
Added 17 mins ago
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Assistant Store Manager - Smart Centers Cambridge
Reitmans (Canada) Ltée/Ltd
Cambridge, ON
- Full-time
Reporting to the Store Manager, join a team where your leadership will truly make an impact! As an Assistant Store Manager, you’ll help drive daily operations while motivating your team,…
Added 17 mins ago
RB
Group Advantage Relationship Manager Intern
Royal Bank of Canada
Vancouver, BC
- Full-time
You are a mobile sales professional responsible for the retention and growth of assigned commercial and corporate clients (Sponsors) of RBC’s Group Advantage business. You love the…
Added 17 mins ago
LC
Gérant des viandes - Québec
Loblaw Companies Limited
L'Ancienne-Lorette, QC
- Full-time
Ensure the department meets or exceeds sales and profitability goals
Added 17 mins ago
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Accessories Product Coordinator
BRP
Sherbrooke, QC
- Full-time
…Under the responsibility of the Accessories Global Product Manager, you will be working in collaboration with the Engineering, Design, Business Intelligence, Planning, Marketing, Sales and…
Added 17 mins ago
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Team Lead, Space Planning
Canadian Tire Corporation
Toronto, ON · Retail City
- Full-time
Reporting to the Space Planning Manager, the Team Lead provides day-to-day leadership, guidance, and technical support to a team of Space Planning Specialists throughout the planogram (POG)…
Added 32 mins ago
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Assistant Store Leader (Assistant Manager)
7-Eleven
Vernon, BC
- Full-time
Added 32 mins ago
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Team Lead, Space Planning
Canadian Tire Corporation
Toronto, ON
- Full-time
Reporting to the Space Planning Manager, the Team Lead provides day-to-day leadership, guidance, and technical support to a team of Space Planning Specialists throughout the planogram (POG)…
Added 32 mins ago
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COMMERCIAL ACCOUNT MANAGER, SMALL BUSINESS - Vaudreuil-Soulanges
BDC
QC · Vaudreuil-Soulanges
- Full-time
Are you passionate about business development and building lasting relationships with entrepreneurs? We’re looking for a Commercial Account Manager who will leverage their…
Added 32 mins ago
Replenishment - Manager Replenishment (In Store)
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Saskatoon, SK
Provide leadership and direction to replenishment teams across all departments to achieve sales, profit, and labour targets.
Added 32 mins ago
Corporate Sales Manager
Northland Properties
Richmond, BC
…have what it takes to grow with us? We are seeking a dynamic Sales person to join our team. This unique individual must possess excellent communication skills in customer relations, be…
Added 32 mins ago
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Product Development Team Lead
Inertia
Toronto, ON
- Full-time
We’re looking for an experienced medical device product development engineer with exceptional project leadership, client management, and team coordination skills to join our talented 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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