Securities Advisor: Client Solutions (Sherbrooke)

Securities Advisor: Client Solutions (Sherbrooke)

25 Oct
|
Relevance
|
Sherbrooke

25 Oct

Relevance

Sherbrooke

Desjardins in Sherbrooke, QC is seeking a securities advisor to build advisory relationships with members and clients. You will help identify needs, propose integrated service offers, and promote products like mutual funds and ETFs.

The role emphasizes client retention, goal setting, and data-driven recommendations while balancing profitability and risk management within Desjardins' standards. Hybrid work is available.

📌 Securities Advisor: Client Solutions (Sherbrooke)
🏢 Relevance
📍 Sherbrooke

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