Senior business strategy advisor guiding Desjardins transformation initiatives and strategic decision - making. Developing policies, recommendations, and complex cross - sector business solutions.
About the role
- Securities Advisor serving Desjardins members through investment advice and portfolio solutions. Managing relationships, portfolios, securities products, and personalized strategies.
Responsibilities
- Serve, prospect for, solicit, and develop and maintain business relationships with members and clients
- Sell securities products and services through various distribution channels based on member/client needs and current strategies and practices
- Focus on discretionary management, mutual funds, exchange-traded funds and structured products
- Develop and maintain business relationships with important clients
- Promote and sell products and services in accordance with business objectives and strategies
- Balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction
- Analyze member/client needs, develop and implement personalized solutions, and present integrated service offers
- Advise and assist current and potential members and clients
- Set goals and advise members and clients on the best solutions and strategies
- Collect, compile and analyze data; prepare reports and recommendations
- Oversee portfolios, assess customer satisfaction and service quality, and make improvements as needed
- Monitor the industry for trends, opportunities and best practices
- Liaise with and serve as resource person for external fund providers; share information with investment advisors
- Represent Desjardins and enter the organization into important agreements with clients
- Establish and negotiate product and service terms
Requirements
- Bachelor's degree in a related field
- A minimum of four years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Knowledge of French is required
Benefits
- 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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Data Advisor advancing GMF’s Canadian municipal sustainability funding through dashboards, data systems, and program evaluation. Supporting risk monitoring, information systems, and continuous improvement.
Turnaround and recovery advisor managing distressed loans, bad debt and guarantees for Desjardins. Developing recovery strategies, analyzing data and advising clients and partners.
Wealth Management Advisor guiding Desjardins members and business owners on investments, loans, and insurance. Building client relationships and integrated financial strategies.
Wealth Management Advisor helping Desjardins members and business owners achieve financial goals. Recommending integrated investment, lending, and insurance strategies.
Wealth Management Advisor helping Desjardins members and clients with financial planning, investments, financing, and insurance. Managing relationships and developing integrated strategies.
Senior business advisor developing strategic client partnerships and growth initiatives for Desjardins. Advising members, clients, and stakeholders while driving retention, profitability, and sales - service development.
Senior business strategy advisor shaping Desjardins’s strategic initiatives and organizational transformation. Advising leaders, developing business strategies, and guiding complex cross - sector projects.
Warranty advisor managing registrations, pricing, reconciliations, and customer support for Finning Canada’s equipment operations. Partnering with sales teams and Caterpillar across Alberta, British Columbia, and Saskatchewan.
Commercial Credit Advisor supporting RBC agricultural lending, renewals, and credit adjudication. Reviewing risk, structuring transactions, and partnering with Relationship Managers to serve clients.