At a Glance
- Tasks: Support clients and promote financial products while ensuring top-notch service.
- Company: Join Desjardins, a leader in wealth management with a focus on client satisfaction.
- Benefits: Competitive salary, career growth, and a supportive team environment.
- Other info: Opportunity to work in a dynamic environment with a focus on teamwork.
- Why this job: Make a real difference in clients' financial journeys and enhance your skills.
- Qualifications: Three years of experience, relevant education, and strong interpersonal skills.
The predicted salary is between 72000 - 88000 $ per year.
Excel as a Wealth Management Associate with Desjardins, focusing on client support and financial product sales. Use your skills to analyze and meet client needs effectively.
This role involves working closely with the Wealth Management team to maintain business relationships and deliver high-quality service.
Responsibilities include assisting with client inquiries, managing various administrative functions, and promoting the sale of securities products.
Your interpersonal skills will be crucial in driving member satisfaction and resolving operational challenges.
Key Responsibilities
- Provide administrative support in compliance and budgeting
- Supervise daily operations, including deposit management
- Lead recruitment for administrative staff in branches
- Work with support teams to address operational concerns
- Deliver exceptional service and client satisfaction
Requirements
- Minimum three years of experience in the field
- Attestation of Collegial Studies or relevant education
- Mutual fund representative certification required
- French language skills are essential
- Strong interpersonal and customer service abilities
Leverage your expertise in financial services to enhance client relationships at Desjardins' Wealth Management division.
Desjardins Wealth Management Associate in Roberval employer: Desjardins
Desjardins is an exceptional employer that fosters a collaborative and inclusive work culture, making it an ideal place for professionals looking to thrive in the legal field. With a strong emphasis on employee development and innovation, you will have the opportunity to lead a dedicated team while contributing to meaningful outcomes for clients and members. Located in a vibrant community, Desjardins offers competitive benefits and a commitment to diversity, ensuring that every employee feels valued and empowered.
