09 Nov
|
Desjardins
|
Quebec City
09 Nov
Desjardins
Quebec City
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.
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📌 Securities Advisor Investment Products (Quebec City)
🏢 Desjardins
📍 Quebec City