Securities Advisor at Desjardins (Quebec City)

Securities Advisor at Desjardins (Quebec City)

23 Aug
|
Desjardins Group
|
Quebec City

23 Aug

Desjardins Group

Quebec City

Join Desjardins as a Securities Advisor, where you will leverage your expertise to build client relationships and offer tailored financial solutions. Focus on securities products to drive success and satisfaction.

As a Securities Advisor, you'll develop and maintain solid business relationships with clients and members, guiding them through securities product offerings. This role involves engaging with diverse client needs and creating customized financial strategies. You will utilize your extensive industry knowledge to implement integrated service offers that align with your unit’s objectives.

Key Responsibilities:
• Sell life, health, and critical illness insurance products
• Devise financial and tax strategies for clients




• Develop unique sales concepts to outperform competitors
• Monitor industry trends and business opportunities
• Present tailored solutions for client financial goals

Requirements:
• Bachelor's degree in a relevant area
• Minimum four years of experience in advisory roles
• Knowledge of French is mandatory
• Strong interpersonal and communication skills
• Proven ability to adapt to changing situations

Utilize your advisory skills to create value for clients as a Securities Advisor with Desjardins.
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📌 Securities Advisor at Desjardins (Quebec City)
🏢 Desjardins Group
📍 Quebec City

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