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
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