14 Oct
|
Relevance
|
Gatineau
14 Oct
Relevance
Gatineau
Become a key Securities Advisor at Desjardins, fostering robust 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
Versatile with client retention strategies
Committed to equity and diversity in service Leverage your interpersonal skills and expertise to elevate client satisfaction at Desjardins.
📌 Securities Advisor At Desjardins Gatineau
🏢 Relevance
📍 Gatineau