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 qualityRequirements:
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 skillsUtilize your investment advisory skills to create value for clients at Desjardins, driving results and satisfaction.#J-18808-Ljbffr

📌 Securities Advisor At Desjardins Trois Rivières (Canada)
🏢 Relevance
📍 Canada