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 actively help develop and maintain business relationships with clients. You drive results by reviewing complex information requests and promoting and selling products and services based on your unit’s business objectives and strategies. You balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction.

You work with clients who have development potential for your sector. You analyze member/client needs, help develop and implement personalized solutions, and propose integrated service offers. You advise and assist current and potential members and clients.

You also have opportunities to establish and negotiate product and service terms in accordance with standards and procedures. Collect, compile and analyze data. Assess customer satisfaction and service quality,



follow up and make improvements as needed Monitor the industry to stay on top of the latest trends, opportunities and best practices in your field.

Competitive salary and annual bonus ~4 weeks of flexible vacation starting in the first year ~ Defined benefit pension plan that provides predictable, secure income throughout retirement ~ Reimbursement of health and wellness expenses and telework equipment General college diploma in a related field Knowledge of French is required Customer Focus Equity, Diversity, Inclusion and Accessibility At Desjardins, we believe in equity, diversity and inclusion. 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.

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.

📌 Advisor Community Development Intern (Trois-Rivières)
🏢 Desjardins Group
📍 Trois-Rivières