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Advisor, Securities

3 months ago

Québec, Quebec, Canada Desjardins Full time
At Desjardins, we believe in equity, diversity and inclusion.

We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all.

At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

Job Level

NV-07


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 help develop and maintain business relationships with clients.

You drive results by reviewing complex information requests and promoting and selling products and services based on 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.

General Information on the Position

Other working conditions- Workplace: The work arrangement for the position is hybrid work #LI-Hybrid- Number of jobs available : 1

Qualifications:

  • College diploma in a related field
  • A minimum of 3 years of relevant experience


Please note that other combinations of qualifications and relevant experience may be considered.- For vacant positions available in Quebec, please note that knowledge of French is required.

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Drive results, Interpersonal Savvy

Work Location

70, rue Dalhousie Québec

Trade Union

Non Syndiqué

Unposting Date

Job Family

Member/client sales and service (FG)

Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country.

It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.