As a securities advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services through various distribution channels based on member/client needs and current strategies and practices. Your focus areas include discretionary management, mutual funds, exchange-traded funds and structured products.

You help develop and maintain business relationships with members and clients. You drive results to handle special information requests from clients and promote and sell specialized products and services in accordance with your unit’s business objectives and strategies. You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures.

You help analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers. You support current and potential members and clients, represent the organization, and help negotiate agreements with clients. Interpersonal savvy is therefore essential.

What we want you to do:

Establish an advisory relationship 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 your field

What we offer

Competitive salary and annual bonus

4 weeks of versatile 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

What you bring to the table

General college diploma in a related field A minimum of two years of relevant experience

Knowledge of French is required

Action oriented

Customer Focus

Differences

Drive results

Interpersonal Savvy

Nimble learning

Equity, Diversity, Inclusion and Accessibility

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. At Desjardins, we have zero tolerance for discrimination of any kind.

We believe our teams should reflect the diversity of the members, clients and communities we serve. If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process.

Just ask!

Company Overview

Desjardins Group is the largest cooperative financial group in North America. We're the choice for over 52,000 employees and we're named one of Canada's top employers by Mediacorp and Forbes.

We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance. Pursuing a career at Desjardins means being part of an organization that puts people first.

📌 Advisor, Securities (Winnipeg)
🏢 Desjardins Group
📍 Winnipeg