Securities Advisor serving Desjardins members and clients through investment advice, prospecting, and relationship management. Developing personalized solutions across mutual funds, ETFs, and structured products.
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 your field
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
Handle special information requests from clients and promote and sell specialized products and services
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
Ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures
Requirements
General 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
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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