Use portfolio management and investment expertise as a Securities Advisor at Desjardins in a hybrid work model. Serve clients through tailored advice.
As a Securities Advisor, you serve, prospect for, solicit, and develop member and client relationships. You sell securities products through distribution channels based on needs, strategies, and practices. Your focus includes discretionary management, mutual funds, exchange-traded funds, and structured products.
Key Responsibilities:
- Establish advisory relationships and support client retention
- Set goals and recommend suitable solutions and strategies
- Analyze complex needs, handle requests, and follow up
- Collect data and prepare reports and recommendations
- Oversee portfolios and improve service quality
Requirements:
- College diploma in a related field
- Minimum three years of relevant experience
- Registered Representative registration with CIRO, or eligibility
- French proficiency, both oral and written
- Customer focus, results orientation, and interpersonal savvy
Bring investment advice, portfolio oversight, and client relationship skills to Desjardins as a Securities Advisor.
Securities Advisor Portfolio Management in Sherbrooke 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.
