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
- Robust interpersonal skills essential
- Ability to handle complex operational tasks Apply your skills in interpersonal relationships and financial solutions to support clients effectively at Desjardins.
📌 Securities Advisor at Desjardins (Quebec City)
🏢 Desjardins
📍 Quebec City
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