Advisor, Securities

Desjardins • Montreal, QC

7d • 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 actively develop and maintain business relationships with your clients. You drive results to handle complex information requests from clients and promote and sell 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 who have development potential for your sector. You analyze member/client needs, help develop and implement personalized solutions, and propose integrated service offers. 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 in accordance with standards and procedures. Interpersonal savvy is therefore essential. More specifically, you will be required to: Process buy and sell orders for stocks, bonds, options and other financial instruments in Canadian dollars and foreign currencies in accordance with client instructions provided over the phone or electronically Ensure that all purchase and sale transactions comply with credit standards and report any issues Inform clients of trading policies and procedures Confirm client identities and verify the accuracy of the information collected Resolve client account management issues Monitor the industry to stay on top of the latest trends, opportunities and best practices in your field.

Requirements

• College diploma in a related field
• A minimum of three years of relevant experience
• Knowledge of French is required
• Action oriented
• Customer Focus
• Differences
• Drive results
• Interpersonal Savvy
• Nimble learning

Nice To Haves

• Other combinations of qualifications and relevant experience may be considered

Responsibilities

• Serve, prospect for, solicit, and develop and maintain business relationships with members and clients.
• Sell securities products and services through various distribution channels based on member/client needs and current strategies and practices.
• Focus on discretionary management, mutual funds, exchange-traded funds and structured products.
• Actively develop and maintain business relationships with clients.
• Handle complex information requests from clients.
• Promote and sell products and services in accordance with unit’s business objectives and strategies.
• Balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction.
• Work with clients who have development potential for the sector.
• Analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers.
• Advise and assist current and potential members and clients.
• Represent Desjardins and enter into agreements with clients.
• Establish and negotiate product and service terms in accordance with standards and procedures.
• Process buy and sell orders for stocks, bonds, options and other financial instruments in Canadian dollars and foreign currencies in accordance with client instructions provided over the phone or electronically.
• Ensure that all purchase and sale transactions comply with credit standards and report any issues.
• Inform clients of trading policies and procedures.
• Confirm client identities and verify the accuracy of the information collected.
• Resolve client account management issues.
• Monitor the industry to stay on top of the latest trends, opportunities and best practices in the 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: Mid Level
• Education Level: Associate degree