Wealth Management Assistant, Internship

Desjardins

Client Service Agent at Desjardins supporting investment services and client relations. Performing administrative tasks and responding to client inquiries in a hybrid work environment.

Posted 7/16/2026full-timeSherbrooke • 🇨🇦 CanadaEntry LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong client service skills and the ability to support investment advisors in administrative and business development activities. Proficient in French, with experience in operational risk identification and improvement.

Highest-signal resume keywords

Client ServiceAdministrative SupportBusiness DevelopmentOperational Risk IdentificationProficiency In French

ATS Keywords

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Applicant Tracking System Keywords

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Tools & Technologies

Self-Service ToolsAutomation Channels

Certifications & Qualifications

College Diploma (AEC)

Industry Keywords

Investment AdvisorClient InquiriesHigh-Quality ServiceTelephone CommunicationInformation Requests

About the role

Key responsibilities & impact

Support the investment advisor or team in all administrative, client service, and business development activities.
Respond to client inquiries about their accounts and/or the products and services offered by the firm, perform necessary follow-ups and research to ensure high-quality service at all times, and refer inquiries to the appropriate person when required.
Assist members and clients in selecting and optimally using various tools and alternative channels that promote self-service and automation.
Handle telephone calls and specific information requests and, when required, refer them to the appropriate person.
Participate in identifying operational risks and researching improvements related to your team's activities.

Requirements

What you’ll need

College diploma (AEC) in a relevant field
A minimum of three years of relevant experience
Proficiency in French required

Benefits

Comp & perks

Competitive salary and annual bonus
4 weeks of flexible vacation starting in the first year
Defined benefit pension plan providing predictable, stable income throughout retirement
Group insurance plan including telemedicine services
Reimbursement for health and wellness expenses and for remote-work equipment