Advisor
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 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. More specifically, you will be required to:
- Establish an advisory relationship by identifying current and potential needs and supporting client retention- Set goals and advise members and clients on the best solutions and strategies- Analyze and meet complex client needs, handle requests and follow up as needed- Collect, compile and analyze data. Prepare reports and recommendations- Oversee portfolios. Assess customer satisfaction and service quality, follow up and make improvements as needed- Monitor the industry to stay on top of the latest trends, opportunities and best practices 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- College diploma in a related field- A minimum of three years of relevant experience- Please note that other combinations of qualifications and relevant experience may be considered- Knowledge of French is require
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
2024-10-25
-
Advisor, Securities
1 week ago
Saint-Hyacinthe, 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, Communications
7 months ago
Saint-Hyacinthe, Canada Jefo Nutrition Inc. Full timeA world leader in high-performance, non-medicated nutritional solutions for animals, Jefo markets its products in over 60 countries and has offices worldwide. Founded in 1982 on its philosophy Life made easier, the company improves animal health and increases human longevity by feeding growing populations with better sources of protein. Winner of the...
-
Advisor, Communications
6 months ago
Saint-Hyacinthe, Canada Jefo Nutrition Inc. Full timeA world leader in high-performance, non-medicated nutritional solutions for animals, Jefo markets its products in over 60 countries and has offices worldwide. Founded in 1982 on its philosophy Life made easier, the company improves animal health and increases human longevity by feeding growing populations with better sources of protein. Winner of the...
-
Banking Advisor
4 months ago
Saint-Hyacinthe, Canada National Bank of Canada Full timeYoutube Video A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role...
-
Banking Advisor
3 months ago
saint-hyacinthe, Canada National Bank Full timeYoutube Video A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role...
-
Banking Advisor
3 months ago
saint-hyacinthe, Canada National Bank Full timeYoutube Video A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role...
-
Banking Advisor
4 months ago
Saint-Hyacinthe, Canada National Bank Full timeYoutube Video A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role...
-
Banking Advisor
4 months ago
Saint-Hyacinthe, Canada National Bank Full timeYoutube Video A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role...
-
Regulatory Affairs Advisor
6 months ago
Saint-Hyacinthe, Canada Jefo Nutrition Inc. Full timeA world leader in high-performance, non-medicated nutritional solutions for animals, Jefo markets its products in over 80 countries and has offices worldwide. Founded in 1982 on its philosophy Life made easier, the company improves animal health and increases human longevity by feeding growing populations with better sources of protein. Winner of the...
-
Advisor, Business
2 months ago
Saint-Hyacinthe, Canada Desjardins Full timeAs a business advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients who have specialized advisory needs. You provide customer service and help sell specialized products and services through multiple distribution channels based on member/client needs and current strategies and practices. You...
-
Advisor, Securities
4 weeks ago
Saint-Hyacinthe, 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,...
-
Financial Services Advisor
1 week ago
Saint-Hyacinthe, Quebec, Canada RBC Full timePart Time Financial Services Advisor RoleRBC is seeking a highly motivated and client-focused individual to join our team as a part-time Financial Services Advisor. As an integral member of our team, you will have the opportunity to develop your skills and knowledge in financial services while delivering exceptional customer service to our clients.About the...
-
Personal Finance Advisor
6 months ago
Saint-Hyacinthe, Canada Desjardins Full timeAs a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their...
-
Security Advisor Specialist
6 months ago
Saint-Hyacinthe, Canada Intact Full timeOur employees are at the heart of what we do best: helping people, businesses and society prosper in good times and be resilient in bad times. When you join our team, you’re bringing this purpose to life alongside a passionate community of experts. Feel empowered to learn and grow while being valued for who you are - here, diversity is a strength. You...
-
Associate Advisors/ Intern Advisor
7 months ago
Saint-leonard, Canada Manulife Securities Incorporated Full time_**Must be interested in working within the financial servicing/advisory industry **_ - _**If hired you must be able to complete the Canadian Securities Course. (Paid for)**_ - **Account Opening**: - Assist clients in the account opening process, ensuring all necessary documentation is completed accurately and in a timely manner. - Collaborate with the...
-
Insurance Advisor, Home and Auto
6 months ago
Saint-Hyacinthe, Canada Royal Bank of Canada Full time**Job Summary** **Help serve millions of Canadians in a meaningful role that also helps you balance work and life.** A hybrid role at RBC Insurance Advice Centre gives you the best of both worlds—the flexibility you need for your life and the fulfillment you seek in your work. **What is the opportunity?** **RBC Insurance is offering a Sponsorship...
-
Associate Advisors
6 months ago
Saint-leonard, Canada Manulife Securities Incorporated Full time**Account Opening**: - Assist clients in the account opening process, ensuring all necessary documentation is completed accurately and in a timely manner. - Collaborate with the Senior Advisor to gather client information and understand their financial goals. - **Analysis**: - Conduct comprehensive financial analyses to assess clients' current financial...
-
Banking Advisor
3 months ago
Saint-Hyacinthe, Quebec, J0H, Les Maskoutains, Canada National Bank Full timeYoutube Video A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role...
-
Supplements and Natural Health Advisor
6 months ago
Saint-Lambert, Canada IGA Full time**Supplements and natural health advisor**: Full-Time Number of hours per week : between 30 and 40 Shift : Day, Evening Availability : Anytime **Become a s**upplements and natural health advisor !** Are you curious to learn more about food, are you motivated and resourceful? Are you considered the natural product connoisseur in your family? Then this...
-
Supplements and Natural Health Advisor
6 months ago
Saint-Hippolyte, Canada IGA Full time**Supplements and natural health advisor**: Part-Time Number of hours per week : between 15and20 Shift : Day Availability : Anytime **Become a s**upplements and natural health advisor !** Are you curious to learn more about food, are you motivated and resourceful? Are you considered the natural product connoisseur in your family? Then this job should...