Join Desjardins as a Securities Advisor, where you will cultivate client relationships and recommend tailored investment strategies. Focus on discretionary management, mutual funds, and exchange-traded funds while analyzing client needs. This role emphasizes relationship-building and personalized service for clients.

As a Securities Advisor, you will leverage your expertise in investment products to meet the sophisticated needs of members and clients. You'll gather client data, monitor industry trends, and oversee portfolio performance, ensuring alignment with strategic business objectives. Key Responsibilities:

- Establish and maintain advisory relationships with clients
- Advise clients on optimal investment strategies
- Analyze and respond to complex client inquiries
- Prepare reports based on data analysis
- Monitor client satisfaction and service quality

Requirements:

- General college diploma in a related field
- Minimum of three years in a relevant role
- Mutual fund representative certificate required
- French language proficiency
- Robust customer focus and interpersonal skills

Utilize your investment advisory skills to create value for clients at Desjardins, driving results and satisfaction.

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