Investor Relations Associate growing Pairs’ vetted private capital network of family offices, VCs, and strategic investors. Building relationships and booking investor meetings for US startup fundraising mandates.
About the role
- Associate Wealth Management Advisor serving Desjardins members and clients. Advising on portfolios, securities, funds, and personalized wealth management solutions.
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 clients
- Review complex information requests and promote and sell products and services based on 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 propose integrated service offers
- Advise and assist current and potential members and clients
- Represent Desjardins and enter the organization into agreements with clients
- Establish and negotiate product and service terms in accordance with standards and procedures
- Establish advisory relationships by identifying current and potential needs and supporting client retention
- Set goals and advise members and clients on the best solutions and strategies
- Analyze and meet complex client needs, handle requests and follow up as needed
- Collect, compile and analyze data; prepare reports and recommendations
- Oversee portfolios, assess customer satisfaction and service quality, and make improvements as needed
- Monitor the industry for the latest trends, opportunities and best practices
Requirements
- General college diploma in a related field
- A minimum of three years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Proficiency of French, both oral and written
- Knowledge of French is required for positions in Quebec
- 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
- Recruitment process and job accommodations available at any stage
Job title
Job type
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