Responsibilities
As a securities advisor, you help serve, prospect, solicit, and develop and maintain business relationships with members and clients. You sell securities products and services through various distribution channels based on member/client needs and current strategies. Your focus areas include discretionary management, mutual funds, exchange‑traded funds and structured products. You balance sales objectives, sound risk management, profitability and member/client satisfaction while driving results by reviewing complex information requests and promoting appropriate products and services.

Establish advisory relationships by identifying current and potential needs and supporting client retention

Set goals and advise members and clients on the best solutions and strategies

Analyze and meet complex client needs, handle requests and follow up as needed

Collect, compile and analyze data, and prepare reports and recommendations

Oversee portfolios, assess customer satisfaction and service quality, and make improvements as needed

Monitor the industry to stay on top of the latest trends, opportunities and best practices in your field

Benefits

Market-competitive salary and annual bonus

4 weeks of flexible vacation starting in the first year





Defined benefit pension plan that provides predictable, stable income throughout retirement

Group insurance including telemedicine

Reimbursement of health and wellness expenses and telework equipment

Benefits apply based on eligibility criteria

Qualifications

College diploma in a related field

Minimum of three years of relevant experience (other combinations of qualifications and experience may be considered)

Knowledge of French is required

Action oriented, customer focused, difference‑driven, result‑oriented, interpersonal savvy and nimble learning

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness and providing a positive workplace for all. We have zero tolerance for discrimination of any kind. Our teams reflect the diversity of the members, clients and communities we serve. If there is something we can do to make the recruitment process or the job you are applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

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📌 Advisor, Securities (Quebec City)
🏢 Desjardins
📍 Quebec City