Assistant Wealth Management Advisor
Top Benefits
About the role
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 managers
- Trade 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 clients
- Respond to client inquiries about their account and/or the products and services offered, ensuring a high level of service is maintained at all times
- Help 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 industry
- Monitor changes in the stock market and trends likely to affect clients’ investments
- Stay on top of new investment products and maintain a high level of expertise in existing products, market trends and financial services in general
What we offer*
- Competitive salary and annual bonus
- Salary range : $52 497 to $72 183 per year
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment -Benefits apply based on eligibility criteria.
#LI-Hybrid #ON06
What you bring to the table
- College diploma in a related field
- A minimum of two years of relevant experience
- Please note that other combinations of qualifications and relevant experience may be considered
- Registered 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 learning
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
2026-04-3
This position is actually vacant.
Desjardins uses tools that incorporate artificial intelligence functionalities to screen or assess applicants as part of the recruitment process for this position.
Not the right fit? Search for Assistant Wealth Management Advisor jobs in Hawkesbury, ON
About Desjardins
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News.
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Assistant Wealth Management Advisor
Top Benefits
About the role
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 managers
- Trade 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 clients
- Respond to client inquiries about their account and/or the products and services offered, ensuring a high level of service is maintained at all times
- Help 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 industry
- Monitor changes in the stock market and trends likely to affect clients’ investments
- Stay on top of new investment products and maintain a high level of expertise in existing products, market trends and financial services in general
What we offer*
- Competitive salary and annual bonus
- Salary range : $52 497 to $72 183 per year
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment -Benefits apply based on eligibility criteria.
#LI-Hybrid #ON06
What you bring to the table
- College diploma in a related field
- A minimum of two years of relevant experience
- Please note that other combinations of qualifications and relevant experience may be considered
- Registered 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 learning
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
2026-04-3
This position is actually vacant.
Desjardins uses tools that incorporate artificial intelligence functionalities to screen or assess applicants as part of the recruitment process for this position.
Not the right fit? Search for Assistant Wealth Management Advisor jobs in Hawkesbury, ON
About Desjardins
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News.