Become a key player in financial services as a Securities Advisor with Desjardins. Focused on personalized solutions, you will seek to build lasting relationships and achieve client satisfaction. In this hybrid role, you will actively develop and maintain business relationships with members and clients.

Your experience will help you sell a range of securities products, including mutual funds and exchange-traded funds, while balancing sales goals with effective risk management practices. You will assess client needs and provide tailored advice to enhance member satisfaction and drive results. Key Responsibilities:
Establish advisory relationships to support client retention
Set goals and advise on best solutions and strategies




Analyze complex client needs and handle requests
Monitor industry trends and best practices
Oversee portfolios, ensuring service quality and customer satisfaction Requirements:
General college diploma in a related field
Minimum of three years of relevant experience
Mutual fund representative certificate required
Knowledge of French is essential
Solid interpersonal abilities and customer focus Elevate your career by advising clients on investment solutions while thriving in a supportive setting at Desjardins.

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