Become a Securities Advisor with Desjardins, serving clients and selling securities products. Focus on building relationships and leveraging expertise to drive client satisfaction and retention.
Desjardins is seeking a competent Securities Advisor to engage with members and clients effectively. This role demands proficiency in discretionary management, mutual funds, and structured products. You will analyze client needs, recommend solutions, and ensure service quality based on organizational standards.
Key Responsibilities:
- Establish advisory relationships to discover client needs
- Advise on specialized products and services for satisfaction
- Analyze and address special client needs and requests
- Collect and analyze data to prepare reports
- Stay updated on latest financial standards and offerings
Requirements:
- General college diploma in a related field
- Minimum two years of relevant experience
- Advanced French proficiency, oral and written
- Strong customer focus, interpersonal savvy, and drive
- Ability to understand equity, diversity, and inclusion needs
Harness your expertise in securities and commitment to client care as a Securities Advisor with Desjardins.
Securities Advisor at Desjardins in Saint-Laurent employer: Desjardins
Desjardins is an exceptional employer that fosters a collaborative and inclusive work culture, making it an ideal place for professionals looking to thrive in the legal field. With a strong emphasis on employee development and innovation, you will have the opportunity to lead a dedicated team while contributing to meaningful outcomes for clients and members. Located in a vibrant community, Desjardins offers competitive benefits and a commitment to diversity, ensuring that every employee feels valued and empowered.
