Apply securities advisory expertise at Desjardins, supporting members and clients through personalized solutions and specialized financial products. This hybrid opportunity requires French proficiency.
As a securities advisor, you serve, prospect for, and develop business relationships with members and clients. You advise on discretionary management, mutual funds, exchange-traded funds, and structured products. Your work supports client retention, satisfaction, service quality, and business objectives.
Key Responsibilities:
- Establish advisory relationships by identifying current and potential client needs
- Advise members and clients on specialized products, services, and solutions
- Analyze special client needs, handle requests, and follow up
- Collect, compile, and analyze data for reports and recommendations
- Stay current on standards, products, and services in your field
Requirements:
- General college diploma in a related field
- Minimum two years of relevant experience
- Proficiency in French, both oral and written
- Action-oriented, customer-focused, and results-driven approach
- Interpersonal savvy and nimble learning capabilities
Bring French communication, client advisory, and securities knowledge to Desjardins' personalized member and client solutions.
Securities Advisor Client Solutions in Ottawa employer: Desjardins Technology Group
Desjardins is an exceptional employer that prioritizes employee growth and development, offering a competitive salary, flexible vacation, and a defined benefit pension plan. With a strong commitment to equity, diversity, and inclusion, Desjardins fosters a collaborative work culture where employees are empowered to build effective teams and enhance their skills while serving the community. As a Market Development Manager, you will play a pivotal role in shaping business strategies and ensuring high-quality service for members and clients, all within a supportive environment that values your contributions.
Contact Details:
Desjardins Technology Group Recruitment Team
