Advisor delivering personalized business services by handling calls and proposing solutions for diverse clients. Focused on understanding business needs and driving success for members in a cooperative financial group.
About the role
- Securities advisor providing investment solutions to clients and managing business relationships in financial services. Balancing sales objectives with client satisfaction and risk management.
Responsibilities
- Establish an advisory relationship 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, follow up and make improvements as needed.
- Monitor the industry to stay on top of the latest trends, opportunities and best practices in your field.
Requirements
- General 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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Securities advisor developing and maintaining client relationships with members at Desjardins. Selling securities products and analyzing client needs to offer personalized solutions.
Property Claims Advisor ensuring estimating practices compliance for Allstate Insurance's Good Hands Repair Network. Conducting virtual reviews and supporting Claims and vendor management.
Senior Business Strategy Advisor developing plans and business intelligence for Desjardins. Leading strategic initiatives and serving as a specialist advisor while collaborating with stakeholders.
Bodily Injury Claims Analyst responsible for handling liability and quantum claims nationally at TD Insurance. Negotiating and resolving claims effectively while ensuring compliance with protocols.
Senior Advisor leading business strategy development and implementation for Desjardins Group. Requires expertise in strategic planning, monitoring, and stakeholder interaction for organizational transformation.
Personal Lines Digital Service Advisor supporting clients in assessing and fulfilling their insurance needs. Remote role based in Ontario with a focus on personal insurance products and services.
Investment assistant supporting advisors with administrative tasks in securities management. Tracking account transactions and ensuring client satisfaction while adhering to compliance standards.
Specialized Financing and Banking Solutions Advisor providing financial services and advice to mass - affluent and high - net - worth clients. Developing banking products and maintaining client relationships in Desjardins.
Member/client service advisor at Desjardins providing customer service and selling specialized products. Building and maintaining business relationships with clients in a hybrid work environment.