Advisor, Securities

3 weeks ago

Gatineau, Canada Desjardins Full time

As an investment assistant, 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 special information requests from clients and promote and sell specialized products and services 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.

You help analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers.

You support current and potential members and clients, represent the organization, and help negotiate agreements with clients. Interpersonal savvy is therefore essential.

As an investment assistant, 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 special information requests from clients and promote and sell specialized products and services 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. You help analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers. You support current and potential members and clients, represent the organization, and help negotiate agreements with clients. Interpersonal savvy is therefore essential. More specifically, you will be required to:
- Provide administrative assistance in the areas of compliance, budget monitoring and management of administrative staff to the manager of a large branch or a group of branches. Serve as resource person for all employees regarding policies, procedures, methods, and operational and interpersonal problem-solving- Work with support services to resolve everyday operational issues in the branch or branches- Supervise the deposit of client cheques and handle complex operational tasks, including coordinating interest management for new issues- Proactively help recruit and hire administrative staff for your branch or branches. Handle logistics when employees start or leave

What we offer*- 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 you bring to the table- College diploma in a related field- A minimum of 2 years of relevant experience- Please note that other combinations of qualifications and relevant experience may be considered- Knowledge of French is required

Drive results, Interpersonal Savvy

Trade Union

Non Syndiqué

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 Family

Member/client sales and service (FG)

Unposting Date

2024-04-24

  • Financial Security Advisor, Insurance

    1 month ago

    Gatineau, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your...

  • Personal Finance Advisor

    1 month ago

    Gatineau, 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...

  • Personal Finance Advisor

    1 month ago

    Gatineau, 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...

  • Personal Finance Advisor

    4 weeks ago

    Gatineau, 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...

  • Personal Finance Advisor

    4 weeks ago

    Gatineau, 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...

  • Financial Advisor

    4 weeks ago

    Gatineau, Canada Grandmaster Financial Planning DFSIN Ottawa Full time

    Financial Advisor / Analyst (0-3 YoE) - Full Time100% In-Office. Ottawa.Grandmaster Financial Planning | Desjardins Financial Security Independent NetworkIntroduction: Join our mission at Grandmaster Financial Planning, where we are redefining financial planning in Canada with our commitment to excellence and accessibility. As a leading independent boutique...

  • Business Advisor

    1 month ago

    Gatineau, 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...

  • Advisor, Classification, Organizational Design and

    4 weeks ago

    Gatineau, Canada Canadian Museum of HistoryMusée canadien de l'histoire Full time

    **We are looking for an **Advisor, Classification, Organizational Design and Pay Equity** Reporting to the Director, Talent Acquisition and Employees Experience, the **Advisor, Classification, Organizational Design and Pay Equity** will be responsible for providing classification and organizational design services for unionized (two classification tools)...

  • Expert Banking Advisor

    4 weeks ago

    Gatineau, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and...

  • Personal Finance Advisor

    4 weeks ago

    Gatineau, 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...

  • Wealth Management Advisor

    1 month ago

    Gatineau, 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...

  • Personal Finance Advisor

    1 month ago

    Gatineau, 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...

  • Wealth Management Advisor

    1 month ago

    Gatineau, 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...

  • Wealth Management Advisor

    1 month ago

    Gatineau, 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...

  • Expert Banking Advisor

    2 weeks ago

    Gatineau, Canada Royal Bank of Canada> Full time

    Job SummaryJob Description***This is an opportunity for candidates to express their interest in current and future positions in Outaouais locations***What is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You...

  • Expert Banking Advisor

    1 week ago

    GATINEAU, Canada Royal Bank of Canada Full time

    Job SummaryJob Description***This is an opportunity for candidates to express their interest in current and future positions in Outaouais locations***What is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You...

  • Mobile Mortgage Advisor

    1 month ago

    Gatineau, Canada Canadian Imperial Bank of Commerce Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are...

  • Mobile Mortgage Advisor

    1 month ago

    Gatineau, Canada Canadian Imperial Bank of Commerce Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are...

  • Mobile Mortgage Advisor

    1 month ago

    Gatineau, Canada Canadian Imperial Bank of Commerce Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are...

  • Associate Financial Advisor

    21 hours ago

    Gatineau, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...