Wealth Management Assistant

Description:

fdp Gestion privée, a leading firm serving professionals such as doctors, dentists, notaries, architects, and pharmacists for 47 years, is seeking a motivated Adjoint.e en gestion de patrimoine to support its wealth management team in Montreal. The role provides a unique opportunity to collaborate closely with wealth advisors and portfolio managers, contributing to client success, business development, and portfolio growth.

Reporting to the Regional Administrative Director of Wealth Management, the assistant will manage client files, assist with account openings, prepare meetings, perform retirement projections, calculate returns, and maintain client records. The role acts as an intermediary between advisors, portfolio managers, and clients for transaction execution and client communications. Additional responsibilities include managing advisor schedules, booking appointments, and ensuring compliance and risk management standards are met.

Qualifications and Requirements:

• DEC in administrative techniques, office techniques, or equivalent training

• 2–3 years of relevant financial experience, preferably with investment funds

• Securities license (OCRI) or in the process of obtaining it, or willingness to complete training (mandatory)

• Strong organizational skills and ability to manage multiple priorities

• Excellent client service abilities

• Fluent in French, both oral and written

• Proficiency in Microsoft Office, especially Word and Excel

• High ethical standards, integrity, and reliability

Work Environment and Benefits:

• Opportunity to innovate and collaborate in a dynamic environment

• Exposure to challenging projects with ambitious targets

• Work within a human-sized firm with a culture of trust, inclusion, and proximity

• Personalized support for professional development and growth

• Competitive total compensation and programs supporting well-being and work-life balance

fdp Gestion privée values diversity, inclusion, and equitable recruitment practices. All qualified candidates will be considered regardless of background, and accommodations are provided throughout the recruitment process as required.