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About the role

  • Securities Advisor serving Desjardins members and clients in Saint-Hyacinthe. Advising on specialized investment products and developing client relationships.

Responsibilities

  • Establish an advisory relationship by identifying current and potential needs and supporting client retention
  • Advise members and clients on specialized products, services and solutions and ensure member/client satisfaction
  • Analyze and meet special client needs, handle requests and follow up as needed
  • Collect, compile and analyze data
  • Prepare reports and recommendations
  • Stay on top of the latest standards, products and services in the field
  • Sell securities products and services through various distribution channels
  • Develop and maintain business relationships with members and clients
  • Promote and sell specialized products and services in accordance with business objectives and strategies
  • Represent the organization and help negotiate agreements with clients

Requirements

  • College diploma in a related field
  • A minimum of two years of relevant experience
  • Other combinations of qualifications and relevant experience may be considered
  • Strong communication skills in both French and English, both oral and written
  • Action oriented
  • Customer Focus
  • Differences
  • Drive results
  • 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

Job title

Job type

Full Time

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Associate's Degree

Location requirements

HybridSaint HyacintheCanada

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