Advisor, Securities
About The Position
As a securities advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services through various distribution channels based on member/client needs and current strategies and practices. Your focus areas include discretionary management, mutual funds, exchange-traded funds and structured products. You develop and maintain personal business relationships with clients. You drive results by promoting and selling products and services in accordance with your unit’s business objectives and strategies. You balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction. You work with clients with diverse needs and significant development potential for your sector. You analyze member/client needs, develop and implement personalized solutions, and present integrated service offers. Your work and initiatives require extensive knowledge of your line of business. You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into agreements with clients. You also have opportunities to establish and negotiate product and service terms. Interpersonal savvy is therefore essential.
Requirements
- Bachelor's degree in a related field
- A minimum of four years of relevant experience
- Knowledge of French is required
- Action oriented
- Communicates effectively
- Customer Focus
- Differences
- Interpersonal Savvy
- Nimble learning
- Situational adaptability
Nice To Haves
- Other combinations of qualifications and relevant experience may be considered
Responsibilities
- Sell and provide advice on life, health, disability and critical illness insurance products
- Devise financial and tax strategies for individuals and businesses
- Develop innovative sales concepts to help the organization stand out from its insurance competitors
- Act on business opportunities and present information to partners so that members and clients can reach their financial goals
- Monitor the industry to identify business development opportunities and stay on top of new products and trends.
Benefits
- Competitive commission-based salary
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
