Elevate your career as a Securities Advisor with Desjardins, focusing on building client relationships and providing tailored investment solutions. Utilize your expertise in mutual funds and structured products every day. Desjardins is seeking a skilled Securities Advisor to nurture business relationships with clients and members. In this role, you will analyze client needs and advise on investment strategies, while maintaining a balance between sales objectives and risk management. Your expertise in discretionary management and various securities products is crucial for driving results and ensuring satisfaction.

Key Responsibilities
• Establish advisory relationships to support client retention
• Analyze and propose tailored investment strategies




• Oversee client portfolios and ensure satisfaction
• Compile data and prepare insightful reports
• Monitor industry trends and best practices

Requirements:
• Minimum of three years in a relevant field
• Mutual fund representative certificate required
• General college diploma in a related field
• Knowledge of French is mandatory
• Solid interpersonal skills for effective client interactions Utilize your customer-focused approach and securities expertise to excel at Desjardins.

📌 Securities Advisor at Desjardins (Trois-Rivieres)
🏢 Desjardins Group
📍 Trois-Rivieres