Join Desjardins as a Securities Advisor where you will nurture client relationships and sell securities products. Focus on member satisfaction while developing personalized financial solutions.
In the role of Securities Advisor, you will leverage a minimum of two years of relevant experience to enhance client relations. You will sell various securities including mutual funds and exchange-traded funds, while ensuring compliance and operational efficiency. This includes driving results through tailored approaches based on client needs and fulfilling organizational objectives.
Key Responsibilities:
• Serve and maintain business relationships with clients and members
• Analyze member needs to propose personalized solutions
• Oversee compliance and administrative support in branches
• Resolve operational issues with support services
• Facilitate the hiring and onboarding of administrative staff
Requirements:
• College diploma in a related field
• Minimum two years relevant experience
• Proficiency in French required
• Solid interpersonal skills essential
• Ability to handle complex operational tasks
Apply your skills in interpersonal relationships and financial solutions to support clients effectively at Desjardins.
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📌 Securities Advisor at Desjardins (Quebec City)
🏢 Desjardins
📍 Quebec City
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