Commercial Banking Advisor supporting business clients at Canada’s largest bank. Advising on day - to - day banking, developing solutions, and partnering with Account Managers.
About the role
- Advisor, Securities supporting Desjardins, North America's largest cooperative financial group. Serving branch clients, selling investment products, and coordinating compliance and administrative operations.
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
- Handle special information requests from clients and promote and sell specialized products and services
- Ensure member/client satisfaction and service quality in accordance with organizational standards and procedures
- Analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers
- Support current and potential members and clients, represent the organization, and help negotiate agreements with clients
- Provide administrative assistance in compliance, budget monitoring and management of administrative staff for a large branch or group of branches
- Serve as a resource person for employees regarding policies, procedures, methods, and operational and interpersonal problem-solving
- Work with support services to resolve everyday operational issues in the branch or branches
- Supervise the deposit of client cheques and handle complex operational tasks, including coordinating interest management for new issues
- Help recruit and hire administrative staff for the branch or branches
- Handle logistics when employees start or leave
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
- Knowledge of French is required
- 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
Experience level
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Not specified
Degree requirement
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