Elevate your career as a Securities Advisor with Desjardins, focusing on building client relationships and providing tailored investment solutions. Utilize your expertise in mutual funds and structured products every day. Desjardins is seeking a skilled Securities Advisor to nurture business relationships with clients and members.

In this role, you will analyze client needs and advise on investment strategies, while maintaining a balance between sales objectives and risk management. Your expertise in discretionary management and various securities products is crucial for driving results and ensuring satisfaction. Key Responsibilities:

- Establish advisory relationships to support client retention
- Analyze and propose tailored investment strategies
- Oversee client portfolios and ensure satisfaction
- Compile data and prepare insightful reports
- Monitor industry trends and best practices Requirements:
- Minimum of three years in a relevant field
- Mutual fund representative certificate required
- General college diploma in a related field
- Knowledge of French is mandatory
- Solid interpersonal skills for effective client interactions Utilize your customer-focused approach and securities expertise to excel at Desjardins.

📌 Securities Advisor at Desjardins (Trois-Rivières)
🏢 Desjardins Group
📍 Trois-Rivières