Take on the role of Securities Advisor at Desjardins Group, where you'll help clients navigate investment solutions and develop lasting business relationships. This hybrid position focuses on mutual funds and customized securities.

As an integral team member, you'll engage with clients to understand their needs and provide tailored investment solutions. You will also assist with operational and compliance support, ensuring seamless service delivery. Your role contributes directly to achieving the unit’s business objectives, while fostering a client-first approach.

Key Responsibilities:



• Solicit and develop client relationships for securities services • Analyze member needs to propose personalized investment solutions • Administer compliance tasks and client cheque deposits • Assist in the recruitment and management of branch staff • Resolve operational issues to enhance client experience

Requirements: • Relevant college diploma with a focus on finance • Two years of experience in investment assistance • Robust proficiency in French and English communication • Knowledge of client service and operational processes • Skilled in negotiation and problem-solving

Enhance client satisfaction and drive results as a Securities Advisor at Desjardins Group.

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