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 developing and maintaining client relationships with members at Desjardins. Selling securities products and analyzing client needs to offer personalized solutions.
Responsibilities
- Help serve, prospect for, solicit, and develop and maintain business relationships with members and clients
- Sell securities products and services through various distribution channels
- Analyze member/client needs and develop personalized solutions
- Advise and assist current and potential members and clients
- Establish and negotiate product and service terms
- Balance sales objectives with risk management and client satisfaction
Requirements
- College diploma in a related field
- A minimum of three years of relevant experience
- Be registered as an Investment Representative with CIRO
- Financial planner certification (IQPF)
- Knowledge of French is required
- Specialization in Taxation
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
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