Adjoint ou adjointe en gestion de patrimoine
Desjardins(1 month ago)
About this role
An Assistant in Wealth Management at Desjardins Service Signature Ontario provides primary administrative and operational support to advisors and advisor teams for a full 360 wealth offering, including securities. The role focuses on applying advisors' proposed solutions transactionally, managing client requests and daily operations, and coordinating communications between clients, advisors and partner experts while upholding quality, compliance and risk standards.
Required Skills
- Client Service
- Wealth Management
- Securities Transactions
- Account Opening
- Documentation Prep
- Schedule Management
- Bilingual Communication
- Compliance Adherence
- Risk Management
- Interpersonal Relations
+1 more
Qualifications
- DEC (College Diploma)
- 2 Years Experience
- Registration with OCRI as Securities Representative (or in progress)
About Desjardins
desjardins.comDécouvrez des produits et services financiers adaptés à vos besoins. Cartes de crédit, prêts, hypothèque, assurances, épargne et placements.
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