Elevate your career as a Securities Advisor with Desjardins, focusing on building client relationships and providing tailored investment solutions. Utilize your expertise in mutual funds and structured products every day.Desjardins is seeking a skilled Securities Advisor to nurture business relationships with clients and members. In this role, you will analyze client needs and advise on investment strategies, while maintaining a balance between sales objectives and risk management. Your expertise in discretionary management and various securities products is crucial for driving results and ensuring satisfaction.Key Responsibilities:Establish advisory relationships to support client retentionAnalyze and propose tailored investment strategiesOversee client portfolios and ensure satisfactionCompile data and prepare insightful reportsMonitor industry trends and best practicesRequirements:Minimum of three years in a relevant fieldMutual fund representative certificate requiredGeneral college diploma in a related fieldKnowledge of French is mandatoryStrong interpersonal skills for effective client interactionsUtilize your customer-focused approach and securities expertise to excel at Desjardins.

📌 Securities Advisor At Desjardins (Trois-Rivières)
🏢 Desjardins Group
📍 Trois-Rivières