Apply securities advisory expertise at Desjardins, supporting members and clients through personalized solutions and specialized financial products. This hybrid prospect requires French proficiency.

As a securities advisor, you serve, prospect for, and develop business relationships with members and clients. You advise on discretionary management, mutual funds, exchange-traded funds, and structured products. Your work supports client retention, satisfaction, service quality, and business objectives.

Key Responsibilities:

- Establish advisory relationships by identifying current and potential client needs
- Advise members and clients on specialized products, services, and solutions
- Analyze special client needs, handle requests, and follow up
- Collect, compile,



and analyze data for reports and recommendations
- Stay current on standards, products, and services in your field

Requirements:

- General college diploma in a related field
- Minimum two years of relevant experience
- Proficiency in French, both oral and written
- Action-oriented, customer-focused, and results-driven approach
- Interpersonal savvy and nimble learning capabilities

Bring French communication, client advisory, and securities knowledge to Desjardins’ personalized member and client solutions.

📌 Securities Advisor Client Solutions (Canada)
🏢 Desjardins Technology Group
📍 Canada