Assistant or Associate in Wealth Management-FR

As an Assistant or Associate in Wealth Management, you support a wealth advisor or a team of wealth advisors by providing professional and efficient service to clients and ensuring sound administrative management of client accounts, in accordance with the firm's policies and procedures and the regulatory standards of the securities industry. You handle client inquiries and assume various operational support responsibilities related to the activities of the advisor or team, including executing transactions on behalf of clients under the advisor's or team's guidance. More specifically, you will be tasked with:

• Supporting the wealth management team in all its administrative, customer service, and business development activities.
• Responding to client inquiries regarding their account and/or the products and services offered by the firm and performing the necessary follow-ups and research to ensure quality service at all times.
• Completing, verifying, and forwarding various forms related to account openings.
• Monitoring daily activities in client accounts and resolving various administrative details to free up the advisor(s).
• Verifying data from various information sources to ensure compliance, according to established policies and standards (transaction corrections, check requisitions and deposits, transfer tracking, receiving and sending mail, exchanges of goods and contributions to the REER).
• Executing buy and sell transactions for clients according to the advisor's or team's directives.
• Processing data, including the production of various documents for the client, ensuring the quality of written language and the presentation of documents.
• Participating in the identification of operational risks and the search for improvements related to the team's activities.

What We Offer

• Competitive salary and annual bonuses
• 4 weeks of flexible vacation after the first year
• Defined benefit pension plan that ensures a predictable and stable income throughout retirement
• Group insurance plan including telemedicine services
• Reimbursement of health, wellness, and telework equipment expenses
• Benefits are subject to eligibility criteria.

What You Bring to the Table

• College diploma (DEC technical) in an appropriate discipline
• Minimum of two years of relevant experience
• Please note that other combinations of education and relevant experience may be considered
• Hold the title of Investment Representative with the OCRI
• French language proficiency required
• Proficiency in Word, PowerPoint, and Excel software in a Windows environment

Appreciate differences, Learn with agility, Be client-oriented, Be action-oriented, Master interpersonal relationships, Aim for results

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Union (if applicable)

At Desjardins, we believe in equity, diversity, and inclusion. We are committed to welcoming all people, considering and valuing them for who they are, enriching ourselves with their differences and uniqueness, and, above all, offering them a work environment where they will feel at home. For us, discrimination, in any form, is a zero-tolerance policy! We believe in the importance of our teams reflecting the diversity of our members, our clients, and the communities we serve.

If you need assistance to make the recruitment process or the position you are applying for more accessible, please let us know. Accommodation measures will be offered to those who request them at any stage of the recruitment process.

Job Family

Member and Client Services - Sales (GF)

Closing Date 2026-08-2