As a securities advisor, develop and maintain business relationships while selling products and services. Focus on discretionary management, mutual funds, and client satisfaction.
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 based on member/client needs and current strategies and practices
Analyze member/client needs, help develop and implement personalized solutions, and propose integrated service offers
Establish an advisory relationship by identifying current and potential needs and supporting client retention
Oversee portfolios and assess customer satisfaction and service quality
Requirements
College diploma in a related field
A minimum of three years of relevant experience
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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