Securities Advisor: Client Solutions & Growth in Sherbrooke

Securities Advisor: Client Solutions & Growth in Sherbrooke

Sherbrooke Full-Time 47250 - 57750 $ / year (est.) Hybrid
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At a Glance

  • Tasks: Build advisory relationships and propose integrated service offers to clients.
  • Company: Join Desjardins, a leading financial institution in Sherbrooke, QC.
  • Benefits: Enjoy hybrid work options, competitive salary, and professional growth opportunities.
  • Other info: Dynamic team environment focused on client retention and data-driven strategies.
  • Why this job: Make a real impact by helping clients achieve their financial goals.
  • Qualifications: Strong communication skills and a passion for client solutions.

The predicted salary is between 47250 - 57750 $ per year.

Desjardins in Sherbrooke, QC is seeking a securities advisor to build advisory relationships with members and clients.

You will help identify needs, propose integrated service offers, and promote products like mutual funds and ETFs.

The role emphasizes client retention, goal setting, and data-driven recommendations while balancing profitability and risk management within Desjardins’ standards.

Hybrid work is available.

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Securities Advisor: Client Solutions & Growth in Sherbrooke employer: Relevance

Desjardins est un employeur de choix, offrant un environnement de travail inclusif et dynamique au Bas-Saint-Laurent et en Gaspésie — Îles-de-la-Madeleine. Avec des avantages tels qu'un salaire concurrentiel, un régime de retraite à prestations déterminées et des opportunités de développement professionnel, nous valorisons le bien-être de nos employés tout en favorisant une culture de collaboration et d'engagement. Rejoindre notre équipe, c'est contribuer à un mouvement coopératif qui place les membres et clients au cœur de nos actions.

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Contact Details:

Relevance Recruitment Team

We think you need these skills to ace Securities Advisor: Client Solutions & Growth in Sherbrooke

Client Relationship Management
Needs Assessment
Integrated Service Offering
Mutual Funds Knowledge
ETFs Knowledge
Client Retention Strategies
Goal Setting