Advisor, Securities

Desjardins • Montreal, QC

4d • Hybrid

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 business relationships with important 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 complex and 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 complex 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 important agreements with clients. You also have many 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
• Advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients

Nice To Haves

• Other combinations of qualifications and relevant experience may be considered
• Action oriented, Business insight, Complexity, Customer Focus, Differences, Nimble learning

Responsibilities

• Set goals and advise members and clients on the best solutions and strategies
• Collect, compile and analyze data.
• Prepare reports and recommendations
• Oversee portfolios.
• Assess customer satisfaction and service quality, follow up and make improvements as needed
• Monitor the industry to stay on top of the latest trends, opportunities and best practices in your field
• Liaise with and serve as resource person for external fund providers.
• Share information with investment advisors.

Benefits

• Competitive salary and annual bonus
• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan that provides predictable, stable income throughout retirement
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses and telework equipment

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level