Use portfolio management and investment expertise as a Securities Advisor at Desjardins in a hybrid work model. Serve clients through tailored advice.
As a Securities Advisor, you serve, prospect for, solicit, and develop member and client relationships. You sell securities products through distribution channels based on needs, strategies, and practices. Your focus includes discretionary management, mutual funds, exchange-traded funds, and structured products.
Key Responsibilities:
- Establish advisory relationships and support client retention
- Set goals and recommend suitable solutions and strategies
- Analyze complex needs, handle requests, and follow up
- Collect data and prepare reports and recommendations
- Oversee portfolios and improve service quality
Requirements:
- College diploma in a related field
- Minimum three years of relevant experience
- Registered Representative registration with CIRO, or eligibility
- French proficiency, both oral and written
- Customer focus, results orientation, and interpersonal savvy
Bring investment advice, portfolio oversight, and client relationship skills to Desjardins as a Securities Advisor.