Securities Advisor serving Desjardins members through personalized investment advice. Selling mutual funds, ETFs, structured products, and other specialized services.
About the role
- Senior operational efficiency advisor improving Desjardins business processes and operations. Advising leaders on complex strategic initiatives, policies, and organizational best practices.
Responsibilities
- Advise clients and partners to help them position, plan, develop, execute and monitor strategic projects and initiatives
- Develop and update policies, standards, models and programs to support strategic projects and initiatives
- Identify, analyze, diagnose and address major issues and make recommendations to decision-making bodies
- Monitor the industry to understand and anticipate trends and recommend best practices
- Represent the unit before senior management committees and decision-making bodies
- Represent and negotiate on behalf of Desjardins and enter the organization into agreements with external partners and organizations
- Serve as an expert advisor, subject matter expert, resource person and coach for senior management and decision-making bodies
Requirements
- Bachelor's degree in a related field
- A minimum of eight 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
- Organizational savvy
- Strategic mindset
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
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Securities Advisor serving Desjardins members and clients through personalized investment solutions. Advising on mutual funds, ETFs, structured products, and specialized services.
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