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.