Securities Advisor serving Desjardins members through personalized investment advice. Selling mutual funds, ETFs, structured products, and other specialized services.
About the role
- Senior Wealth Management Advisor developing and managing client relationships while providing tailored financial advice and support. Collaborating with teams to implement comprehensive wealth management solutions.
Responsibilities
- Develop and manage business relationships and prospect for new clients
- Develop personalized strategies and provide tailored advice and solutions
- Serve as an expert advisor for the 360° wealth management approach
- Collaborate with a team of professionals to implement strategies
- Monitor stock market movements and trends
- Play an active role in promotional and public relations activities
Requirements
- Bachelor's degree in a related field
- A minimum of eight years of relevant experience
- Knowledge of French is required
- Action oriented
- Communicates effectively
- Customer Focus
- Differences
- Drive results
- Interpersonal Savvy
- Nimble learning
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
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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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