Financial Sercives Assistant
Alma, QC · Hybrid
Mutual fund representative certificate - Autorite des marches financiers * Knowledge of French is required Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble ...
Financial Sercives Assistant
Alma, QC · Hybrid
Mutual fund representative certificate - Autorite des marches financiers * Knowledge of French is required Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble ...
Mutual fund representative certificate - Autorite des marches financiers * Knowledge of French is required Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble ...
Mutual fund representative certificate - Autorite des marches financiers * Knowledge of French is required Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble ...
Be a licensed mutual fund representative * Understanding of financial documents used in asset management * Knowledge of all products and services aimed at caisse members and those offered by ...
Be a licensed mutual fund representative * Understanding of financial documents used in asset management * Knowledge of all products and services aimed at caisse members and those offered by ...
Mutual fund representative certificate - Autorite des marches financiers * Knowledge of French is required Action oriented, Communicates effectively, Customer Focus, Differences, Drive results ...
Mutual fund representative certificate - Autorite des marches financiers * Knowledge of French is required Action oriented, Communicates effectively, Customer Focus, Differences, Drive results ...
Mutual fund representative certificate - Autorite des marches financiers * Knowledge of French is required Action oriented, Communicates effectively, Customer Focus, Differences, Drive results ...
Mutual fund representative certificate - Autorite des marches financiers * Knowledge of French is required Action oriented, Communicates effectively, Customer Focus, Differences, Drive results ...
Mutual fund representative certificate - Autorite des marches financiers * Knowledge of French is required Action oriented, Communicates effectively, Customer Focus, Differences, Drive results ...
Mutual fund representative certificate - Autorite des marches financiers * Knowledge of French is required Action oriented, Communicates effectively, Customer Focus, Differences, Drive results ...
Personal Finance Advisor
Levis, QC · Hybrid
Mutual fund representative certificate - Autorite des marches financiers * Knowledge of French is required Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble ...
Personal Finance Advisor
Levis, QC · Hybrid
Mutual fund representative certificate - Autorite des marches financiers * Knowledge of French is required Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble ...
Personal Finance Advisor
La Sarre, QC · Remote
Mutual fund representative certificate - Autorite des marches financiers * Knowledge of French is required Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble ...
Personal Finance Advisor
La Sarre, QC · Remote
Mutual fund representative certificate - Autorite des marches financiers * Knowledge of French is required Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble ...
Personal Finance Advisor
Roberval, QC · Hybrid
Mutual fund representative certificate - Autorite des marches financiers * Knowledge of French is required Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble ...
Personal Finance Advisor
Roberval, QC · Hybrid
Mutual fund representative certificate - Autorite des marches financiers * Knowledge of French is required Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble ...
Mutual fund representative certificate - Autorite des marches financiers * Knowledge of French is required Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble ...
Mutual fund representative certificate - Autorite des marches financiers * Knowledge of French is required Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble ...
Personal Finance Advisor
Montreal, QC · Hybrid
Mutual fund representative certificate - Autorite des marches financiers * Knowledge of French is required * Available to work Monday to Friday, including one evening per week Action oriented ...
Personal Finance Advisor
Montreal, QC · Hybrid
Mutual fund representative certificate - Autorite des marches financiers * Knowledge of French is required * Available to work Monday to Friday, including one evening per week Action oriented ...
Mutual fund representative certificate - Autorite des marches financiers * Knowledge of French is required Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble ...
Mutual fund representative certificate - Autorite des marches financiers * Knowledge of French is required Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble ...
Mutual fund representative certificate - Autorite des marches financiers * Knowledge of French is required Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble ...
Mutual fund representative certificate - Autorite des marches financiers * Knowledge of French is required Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble ...
Mutual fund representative certificate - Autorite des marches financiers * Knowledge of French is required Action oriented, Customer Focus, Differences, Interpersonal Savvy, Nimble learning Equity ...
Mutual fund representative certificate - Autorite des marches financiers * Knowledge of French is required Action oriented, Customer Focus, Differences, Interpersonal Savvy, Nimble learning Equity ...
Mutual fund representative certificate - Autorite des marches financiers * Knowledge of French is required * Available to work Monday to Friday, including one evening per week Action oriented ...
Mutual fund representative certificate - Autorite des marches financiers * Knowledge of French is required * Available to work Monday to Friday, including one evening per week Action oriented ...
Personal Finance Advisor
Roberval, QC · Hybrid
Mutual fund representative certificate - Autorite des marches financiers * Knowledge of French is required Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble ...
Personal Finance Advisor
Roberval, QC · Hybrid
Mutual fund representative certificate - Autorite des marches financiers * Knowledge of French is required Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble ...
Mutual fund representative certificate - Autorite des marches financiers * Knowledge of French is required Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble ...
Mutual fund representative certificate - Autorite des marches financiers * Knowledge of French is required Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble ...
Mutual fund representative certificate - Autorite des marches financiers * Knowledge of French is required Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble ...
Mutual fund representative certificate - Autorite des marches financiers * Knowledge of French is required Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble ...
Mutual fund representative certificate - Autorite des marches financiers * Knowledge of French is required Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble ...
Mutual fund representative certificate - Autorite des marches financiers * Knowledge of French is required Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble ...
Mutual fund representative certificate - Autorite des marches financiers * Knowledge of French is required Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble ...
Mutual fund representative certificate - Autorite des marches financiers * Knowledge of French is required Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble ...
Mutual Fund information
What is a mutual fund?
A Mutual Fund job involves managing, analyzing, or selling mutual fund investments. Professionals in this field work as fund managers, analysts, advisors, or sales representatives, helping clients invest in diversified portfolios. They research market trends, assess risk, and ensure compliance with financial regulations. These roles require financial expertise, strong analytical skills, and knowledge of investment strategies.
What are the key skills and qualifications needed to thrive in the mutual fund position?
To excel in a mutual fund analyst or manager role, you need strong analytical skills, a solid understanding of financial markets, and often a degree in finance, economics, or a related field. Proficiency with financial modeling software, Bloomberg terminals, and relevant certifications such as the CFA are highly valued. Attention to detail, strong communication, and the ability to work collaboratively set top performers apart. These competencies ensure accurate investment analysis, effective portfolio management, and consistent achievement of client objectives.
What are the main challenges faced by professionals working in mutual fund management?
Professionals in mutual fund management often face challenges such as analyzing large volumes of financial data under tight deadlines, staying updated on rapidly changing market conditions, and balancing risk versus return for their clients. They must frequently communicate their investment decisions and market outlooks to both internal teams and investors. Additionally, meeting regulatory and compliance requirements adds complexity to the role. However, this fast-paced environment provides opportunities for growth, learning, and advancement for those who demonstrate both technical expertise and strong decision-making skills.
Do mutual funds pay well?
Mutual fund professionals, such as fund managers and analysts, can earn competitive salaries that vary based on experience, location, and the size of the fund. Entry-level roles typically offer lower pay, while experienced professionals with certifications like CFA can earn higher compensation, often including bonuses and incentives. Overall, compensation in mutual fund roles is generally considered moderate to high within the finance industry.
What is a mutual fund job?
A mutual fund job involves working for a company that manages investment funds on behalf of clients. Roles can include financial analysts, fund managers, client service representatives, and compliance officers, often requiring knowledge of finance, investment strategies, and relevant certifications like the CFA. These jobs typically require strong analytical skills and understanding of financial markets.
What are popular job titles related to Mutual Fund jobs in Quebec?
For Mutual Fund jobs in Quebec, the most frequently searched job titles are:
What job categories do people searching Mutual Fund jobs in Quebec look for?
The top searched job categories for Mutual Fund jobs in Quebec are:
Full-time
Medical, Retirement, PTO
Re-posted 15 days ago
Job description
As an Wealth Management 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 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:
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 resource person for all employees regarding policies, procedures, methods, and 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
Proactively help recruit and hire administrative staff for your branch or branches. Handle logistics when employees start or leave.
What we offer*
Competitive salary and annual bonus
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
What you bring to the table
Attestation of Collegial Studies
A minimum of three years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Mutual fund representative certificate - Autorite des marches financiers
Knowledge of French is required
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)