Serve Desjardins members and clients through securities advice, personalized solutions, and relationship development across multiple distribution channels. French is required for this opportunity.
As a Securities Advisor, you support sales and service for discretionary management, mutual funds, exchange-traded funds, and structured products. You analyze needs, propose integrated offers, and help maintain client relationships. The position also includes branch administration and operational support.
Key Responsibilities:
- Serve, prospect for, and develop member and client relationships
- Sell securities products through various distribution channels
- Analyze needs and implement personalized solutions
- Resolve branch operational issues with support services
- Coordinate interest management for new issues
Requirements:
- General college diploma in a related field
- Minimum two years of relevant experience
- Knowledge of French is required
- Interpersonal savvy and customer focus
- Action-oriented approach with drive to achieve results
Apply securities knowledge, client relationship skills, and personalized service to support Desjardins members and clients effectively.
Securities Advisor Client Solutions 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.
