Wealth management assistant

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As a wealth management assistant at Signature Service Ontario, 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:

1. 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 a resource person for all employees regarding policies, procedures, methods, and operational and interpersonal problem-solving.
2. Work with support services to resolve everyday operational issues in the branch or branches.
3. Supervise the deposit of client cheques and handle complex operational tasks, including coordinating interest management for new issues.
4. Proactively help recruit and hire administrative staff for your branch or branches. Handle logistics when employees start or leave.

What we offer*

1. Competitive salary and annual bonus.
2. 4 weeks of flexible vacation starting in the first year.
3. Defined benefit pension plan that provides predictable, stable income throughout retirement.
4. Group insurance including telemedicine.
5. Reimbursement of health and wellness expenses and telework equipment.

* Benefits apply based on eligibility criteria.

What you bring to the table

1. College diploma in a related field.
2. A minimum of two years of relevant experience.
3. Please note that other combinations of qualifications and relevant experience may be considered.
4. Passed Canadian Securities Course (CSC).
5. Passed course on the standards manual (CPH).
6. Registration with OCRI as an investment representative or in the process of obtaining one.
7. Strong communication skills in both French and English, both oral and written due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members, and/or clients.

Drive results, Interpersonal Savvy

Trade Union (If applicable)

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)

Unposting Date: 2025-03-5