Securities Advisor at Desjardins (Quebec City)

Securities Advisor at Desjardins (Quebec City)

10 Oct
|
Relevance
|
Quebec City

10 Oct

Relevance

Quebec City

Become a key Securities Advisor at Desjardins, fostering solid client relationships while promoting securities products. Engage clients through personalized solutions and expert guidance in a hybrid work model.

In this role, you will help develop and maintain relationships with members and clients, ensuring satisfaction and service quality. With a focus on securities products like mutual funds and ETFs, your expertise will address client needs and drive results. You will also analyze data to prepare informed recommendations and solutions tailored to individual client situations.

Key Responsibilities:
• Establish advisory relationships with clients and members
• Advise and ensure satisfaction through specialized services




• Analyze data and prepare reports for client needs
• Stay updated on trends and products in securities
• Handle client inquiries and follow up as needed

Requirements:
• College diploma in a related field
• Minimum two years of relevant experience
• Advanced proficiency in French, oral and written
• Flexible with client retention strategies
• Committed to equity and diversity in service

Leverage your interpersonal skills and expertise to elevate client satisfaction at Desjardins.
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📌 Securities Advisor at Desjardins (Quebec City)
🏢 Relevance
📍 Quebec City

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