Adjoint ou adjointe en gestion de patrimoine (Marieville)

As an investment assistant, 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 drive results to handle special information requests from clients and promote and sell specialized products and services in line with business objectives and strategies. You ensure member/client satisfaction and service quality in accordance with organizational 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. Responsibilities

Serve the organization by prospecting, soliciting, and maintaining business relationships with members and clients. Sell securities products and services through various distribution channels based on member/client needs. Handle special information requests from clients and promote and sell specialized products and services in line with business objectives and strategies. Ensure member/client satisfaction and service quality in accordance with organizational standards and procedures. Analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers. Represent the organization and help negotiate agreements with clients. Provide administrative assistance in compliance, budget monitoring, and management of administrative staff for a large branch or group of branches. Act as a resource for all employees on policies, procedures, operational and interpersonal problem‑solving. Work with support services to resolve everyday operational issues in the branch or branches. Supervise the deposit of client cheques and handle complex operational tasks, including coordinating interest management for new issues. Recruit and hire administrative staff for your branch or branches. Handle logistics when employees start or leave. Qualifications

College diploma in a related field. A minimum of two years of relevant experience (other combinations may be considered). Strong communication skills in both French and English, oral and written. Action‑oriented, customer focus, difference‑seeking, drive results, interpersonal savvy, nimble learning. Knowledge of trade union matters (if applicable). Benefits

Competitive salary and annual bonus. Four weeks of versatile vacation starting in the first year. Defined benefit pension plan providing predictable, stable income throughout retirement. Group insurance including telemedicine. Reimbursement of health and wellness expenses and telework equipment.

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