Securities Advisor serving Desjardins members through personalized investment advice. Selling mutual funds, ETFs, structured products, and other specialized services.
About the role
- Operational efficiency advisor improving business processes and operations for Desjardins, North America's largest cooperative financial group. Diagnosing issues, analyzing data, and implementing operational solutions.
Responsibilities
- Diagnose issues, challenges and needs to determine target outcomes
- Develop and help implement objectives, operational solutions, systems, tools, methods and action plans
- Analyze data, conduct studies, make recommendations and write reports
- Advise and assist clients and partners
- Recommend solutions to improve or optimize standards, policies and programs
- Prepare recommendations, solutions and action plans based on the organization’s objectives and priorities
- Help solve complex problems using analytical skills and extensive knowledge of the line of business
- Coordinate and interact frequently with stakeholders working in other fields
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
- Action oriented
- Customer Focus
- Differences
- Interpersonal Savvy
- Nimble learning
- Strategic mindset
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
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Securities Advisor serving Desjardins members and clients through personalized investment solutions. Advising on mutual funds, ETFs, structured products, and specialized services.
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