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 and clients through investment advice, portfolio oversight, and securities sales. Developing personalized solutions across mutual funds, ETFs, and structured products.
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
- Represent Desjardins and enter the organization into important agreements with clients
- Establish and negotiate product and service terms
- 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, follow up, 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
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
- Business insight
- Customer Focus
- Differences
- Interpersonal Savvy
- Nimble learning
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
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