Serve, prospect for, solicit, and develop and maintain business relationships with members and clients
Sell securities products and services through various distribution channels based on member/client needs and current strategies and practices
Focus on discretionary management, mutual funds, exchange-traded funds and structured products
Handle special information requests from clients and promote and sell specialized products and services in accordance with business objectives and strategies
Ensure member/client satisfaction and service quality in accordance with organizational standards and procedures
Analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers
Support current and potential members and clients, represent the organization, and help negotiate agreements with clients
Establish advisory relationships by identifying current and potential needs and supporting client retention
Advise members and clients on specialized products, services and solutions and ensure member/client satisfaction
Analyze and meet special client needs, handle requests and follow up as needed
Collect, compile and analyze data; prepare reports and recommendations
Stay on top of the latest standards, products and services in the field





Requirements

General college diploma in a related field

A minimum of two years of relevant experience

Other combinations of qualifications and relevant experience may be considered

Knowledge of French is required

Action oriented

Customer Focus

Differences

Drive results

Interpersonal Savvy

Nimble learning

Core Competencies
Demonstrates expertise in developing and maintaining business relationships, analyzing client needs, and providing personalized financial solutions. Proficient in advising clients on securities products and ensuring high levels of client satisfaction.

Highest-signal resume keywords

Client Relationship Management

Securities Products Knowledge

Data Analysis and Reporting

Bilingual in French

Customer Focus

Hard Skills

Securities Products

Mutual Funds

Exchange-Traded Funds

Structured Products

Data Analysis

Report Preparation

Soft Skills

Interpersonal Savvy

Action Oriented

Drive Results

Nimble Learning

Industry Keywords

Business Development

Client Retention

Advisory Relationships

Service Quality

Client Satisfaction

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📌 Securities Advisor (Quebec City)
🏢 Jobtailor
📍 Quebec City