Advisor, Securities

Desjardins • Montreal, QC

6d • 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 help develop and maintain business relationships with members and clients. You drive results to handle information requests and promote and sell products and services tailored to client needs in accordance with your unit’s business objectives and strategies. You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. Interpersonal savvy is therefore essential.

Requirements

• General college diploma in a related field
• A minimum of one year of relevant experience
• Strong communication skills in both French and English, both oral and written 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, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning
• Trade Union (If applicable)

Responsibilities

• Establish an advisory relationship by identifying current and potential needs and supporting client retention
• Advise members and clients regarding products, services and solutions and ensure member/client satisfaction
• Trade stocks, bonds, mutual funds and other investment products on behalf of clients
• Analyze and meet client needs, handle requests and follow up as needed
• Collect, compile and analyze data.
• Prepare reports and recommendations
• Review existing clients’ portfolios and maintain a relationship of trust
• Stay on top of the latest standards, products and services in your field

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: Entry Level
• Education Level: Associate degree