Senior business strategy advisor shaping complex strategic initiatives at Desjardins financial cooperative. Advising leaders, analyzing business performance, and developing policies, models, and solutions.
About the role
- Desjardins securities advisor supporting Quebec branches and client relationships. Selling mutual funds, ETFs, structured products, and personalized investment solutions.
Responsibilities
- Provide administrative assistance in compliance, budget monitoring, and management of administrative staff to the manager of 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
- Proactively help recruit and hire administrative staff for the branch or branches
- Handle logistics when employees start or leave
- Serve, prospect for, solicit, and develop and maintain business relationships with members and clients
- Help sell securities products and services through various distribution channels based on member/client needs and current strategies and practices
- Support 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
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
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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