Serve Desjardins members and clients through securities advice, personalized solutions, and relationship development across multiple distribution channels. French is required for this opportunity.
As a Securities Advisor, you support sales and service for discretionary management, mutual funds, exchange-traded funds, and structured products. You analyze needs, propose integrated offers, and help maintain client relationships. The position also includes branch administration and operational support.
Key Responsibilities: Serve, prospect for, and develop member and client relationships
Sell securities products through various distribution channels
Analyze needs and implement personalized solutions
Resolve branch operational issues with support services
Coordinate interest management for recent issues
Requirements: General college diploma in a related field
Minimum two years of relevant experience
Knowledge of French is required
Interpersonal savvy and customer focus
Action-oriented approach with drive to achieve results
Apply securities knowledge, client relationship skills, and personalized service to support Desjardins members and clients effectively.