Advisor, Securities
3 months ago
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 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:
- Establish an advisory relationship by identifying current and potential needs and supporting client retention- Advise members and clients on specialized products, services and solutions and ensure member/client satisfaction. Analyze and meet special client needs, handle requests and follow up as needed- Collect, compile and analyze data. Prepare reports and recommendations- Stay on top of the latest standards, products and services in your field.
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- General College diploma in a related field- A minimum of two 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
LI-Hybrid
Trade Union
Non-unionized
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
2024-10-8
-
Advisor, Securities
2 months ago
Montréal, QC, Canada Desjardins Full timeAs an investment assistant, you play a hands-on role supporting the advisors by performing all the administrative and operational tasks involved in securities account management. You track client account transactions on a daily basis and resolve various administrative situations. You have to be proactive and think ahead. You have the leadership required to...
-
Advisor, Securities
3 months ago
Montréal, QC, Canada Desjardins Full timeAs an investment assistant, you play a hands-on role supporting the advisors by performing all the administrative and operational tasks involved in securities account management. You track client account transactions on a daily basis and resolve various administrative situations. You have to be proactive and think ahead. You have the leadership required to...
-
Security Advisor
2 months ago
Montréal, QC, Canada Desjardins Full timeAs a security advisor, you help develop and optimize security measures to align with corporate objectives by planning, implementing and overseeing best practices to strengthen Desjardins's security posture. You help develop the Desjardins Group Security Office's priorities and governance, and work on different aspects of our security practices. You're...
-
Advisor, IT Security
2 weeks ago
Montréal, QC, Canada Desjardins Full timeTemporary position for 12 months As an IT security advisor, you help protect IT hardware, software and data against modification, destruction, and accidental or unauthorized disclosure. You also assist in authentication and access control by designing, administering and controlling proven security systems. You analyze IT system vulnerabilities and implement...
-
Advisor, Securities
2 months ago
Montréal, QC, Canada Desjardins Full timeAs 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,...
-
Advisor, Securities
3 months ago
Montréal, QC, Canada Desjardins Full timeAs an investment assistant, you play a hands-on role supporting the advisors by performing all the administrative and operational tasks involved in securities account management. You track client account transactions on a daily basis and resolve various administrative situations. You have to be proactive and think ahead. You have the leadership required to...
-
Advisor, Securities
2 weeks ago
Montréal, Canada Desjardins Full timeAs an investment assistant, you play a hands-on role supporting the advisors by performing all the administrative and operational tasks involved in securities account management. You track client account transactions on a daily basis and resolve various administrative situations. You have to be proactive and think ahead. You have the leadership required to...
-
Advisor
2 months ago
Montréal, QC, Canada Desjardins Full timeAs an advisor, you help develop and optimize security measures to align with corporate objectives by planning, implementing and overseeing best practices to strengthen Desjardins's security posture. You help develop the Desjardins Group Security Office's priorities and governance, and work on different aspects of our security practices. You're responsible...
-
Exclusive Advisor
3 months ago
Montréal, QC, Canada National Bank of Canada Full timeA career with National Bank as a Senior Investment Advisor will enable you to develop your financial planning skills and advance your career in the investment field. As part of the remote advisory team, you'll have the opportunity to work in both mutual funds and securities to broaden the investment offering available to our customers. **Your role** - Build...
-
Junior Wealth Management Advisor
4 months ago
Montréal, QC, Canada Gestion de patrimoine Diligence - Patrimoine Manuvie Full timeManulife Wealth Management Inc. is seeking a Wealth Management Advisor for our offices in Montreal (Dorval) and Quebec City (Lebourgneuf).Job Description:Are you passionate about sales, business development, and finance? This opportunity is for you! We are expanding our team and looking for motivated, entrepreneurial-minded individuals. This position is...
-
Labour Relations Advisor
4 months ago
Montréal, QC, Canada GardaWorld Full time**What's in it for you** - Hybrid work model combining work at the Montreal airport (YUL) and work from home. - A dynamic and stimulating work environment that is constantly changing and full of challenges. - Opportunities for professional development and progression **Labor Relations Advisor Responsibilities** - Advise employees, management and operations...
-
Security Manager
4 months ago
Montréal, QC, Canada Coca-Cola Canada Bottling Limited Full timeFacility Location - L'Assomption Employee Type - Regular Employee FT Salaried **About This Opportunity**: The Security Manager is primarily responsible for the physical security of Coke Canada Bottling’s facilities, assets and employees, collective bargaining contingency planning, assisting Human Resources with investigations and the retrieval of company...
-
Associate Wealth Advisor/ Conseiller Associé en
3 months ago
Montréal, QC, Canada Connor, Clark & Lunn Financial Group Full time**Associate Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Montreal, QC** Becoming an Associate Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers, and help clients achieve their unique financial goals...
-
Advisor
6 months ago
Montréal, Canada National Bank of Canada Full timeA career as an Advisor at National Bank Financial - Wealth Management means putting your expertise to work in support of our network in collaboration with colleagues and business partners. In this role, you will be assisting our wealth advisors and their teams to better understand and use our programs by offering exceptional service that will have a positive...
-
Advisor, Buildings, Development and Security
4 months ago
Montréal, QC, Canada Desjardins Full timeAs a property management, build-out and safety advisor, you assist with fire prevention and building safety and management. You help create plans, assist with build-outs and lease management, and help develop building safety and fire prevention policies. You advise and assist clients and partners as part of your line of business’s initiatives. You develop...
-
Advisor, Buildings, Development and Security
2 months ago
Montréal, QC, Canada Desjardins Full timeThe work mode arrangement for the position is full-time on site As a property management, build-out and safety advisor, you assist with fire prevention and building safety and management. You help create plans, assist with build-outs and lease management, and help develop building safety and fire prevention policies. You advise and assist clients and...
-
Cybersecurity Advisor
6 months ago
Montréal, Canada CTConsultants Full time**CTC007566 - Cybersecurity Advisor**: **Secteur industriel: Infrastructure**: **Type d'emploi: Contract**: **Durée: Eleven months**: **Mode de travail: Remote**: **Description**: Duration: 300 hours Possibility of extension: Yes Flexible hourly rate Remote: Hybrid. 10% in-office and 90% remote. Offices are in Montreal, Ottawa or...
-
Small Business Advisor
4 months ago
Montréal, QC, Canada Scotiabank Full timeRequisition ID: 202256 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What you’ll be doing**: Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional...
-
Senior Cyber Security Advisor
3 months ago
montréal, Canada National Bank Full timeA career as a Senior Cybersecurity Advisor at National Bank means acting as a cybersecurity expert and providing tactical and strategic guidance as well as advice to help business and technical teams achieve acceptable security risk postures. It is through your diplomacy, as well as your knowledge of governance processes, risk management and compliance that...
-
Senior Cyber Security Advisor
3 months ago
montréal, Canada National Bank Full timeA career as a Senior Cybersecurity Advisor at National Bank means acting as a cybersecurity expert and providing tactical and strategic guidance as well as advice to help business and technical teams achieve acceptable security risk postures. It is through your diplomacy, as well as your knowledge of governance processes, risk management and compliance that...