Advise Desjardins members and clients on mutual funds, exchange-traded funds, structured products, and discretionary management. Build relationships while responding to specialized information requests.

This Securities Advisor position combines securities product sales with personalized client service. You help identify needs, develop integrated offers, negotiate agreements, and promote specialized services aligned with business objectives. Administrative responsibilities include compliance, budget monitoring, and operational coordination.

Key Responsibilities:

- Promote and sell specialized securities products and services
- Handle special information requests from clients
- Develop personalized solutions based on client needs
- Ensure member and client satisfaction and service quality
- Represent the organization and negotiate client agreements

Requirements:

- General college diploma in a related field
- At least two years of relevant experience
- French language knowledge is required
- Nimble learning and interpersonal savvy
- Customer-focused, action-oriented approach

Bring securities product knowledge, relationship development, and client-focused service to Desjardins investment conversations and solutions.

📌 Securities Advisor Investment Products (Montreal West)
🏢 Desjardins
📍 Montreal West