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 (Canada)
🏢 Desjardins
📍 Canada
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.