As an Assistant Wealth Management Advisor, you play an active role in supporting wealth managers. You ensure that clients receive a high level of service, help manage client accounts and support clients with their product and service choices, based on recommendations from the Desjardins Securities team. Interpersonal savvy and a solid command of operational activities in the securities environment are essential. More specifically, you will be required to:Advise clients on products and services that will meet their needs and help them reach their investment objectives, based on recommendations from wealth managersTrade stocks, bonds, mutual funds, exchange-traded funds and other investment products on behalf of clients.Prepare and review portfolios and maintain a trusted business relationship with clientsRespond to client inquiries about their account and/or the products and services offered, ensuring a high level of service is maintained at all timesHelp ensure sound operational management of client accounts, including documents for updating client profiles in accordance with the firm’s policies and procedures and regulatory standards in the securities industryMonitor changes in the stock market and trends likely to affect clients’ investmentsStay on top of new investment products and maintain a high level of expertise in existing products, market trends and financial services in generalWhat we offer*Competitive salary and annual bonus4 weeks of flexible vacation starting in the first yearDefined benefit pension plan that provides predictable, stable income throughout retirementGroup insurance including telemedicineReimbursement of health and wellness expenses and telework equipment
Benefits apply based on eligibility criteria.
#LI-Hybrid #ON06What you bring to the tableCollege diploma in a related fieldA minimum of two years of relevant experiencePlease note that other combinations of qualifications and relevant experience may be consideredRegistered Representative with the Canadian Investment Regulatory Organization (CIRO)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 Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learningTrade 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 2026-04-3
