Advisor, Securities

2 weeks ago


Gatineau, Canada Desjardins Full time

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-
- 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 for positions in QuebecDrive 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

2024-09-16



  • Gatineau, Quebec, Canada Financière Sun Life Full time

    Build a Thriving Business with Financière Sun LifeAs a Financial Security Advisor with Financière Sun Life, you'll enjoy:Exceptional Training and Support: Develop your skills and knowledge to succeed in the financial services industry.Competitive Compensation: Earn a competitive income and benefits package.Ongoing Recognition: Receive recognition for your...


  • Gatineau, Quebec, Canada Financière Sun Life Full time

    Build a Thriving Business with Financière Sun LifeAs a Financial Security Advisor with Financière Sun Life, you'll enjoy:Exceptional Training and Support: Develop your skills and knowledge to succeed in the financial services industry.Competitive Compensation: Earn a competitive income and benefits package.Ongoing Recognition: Receive recognition for your...


  • 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)...


  • Gatineau, Canada Weir Group Full time

    Information Systems Security Analyst Weir Marine Engineering Gatineau, Quebec Hybrid Purpose of Role: _ The Information Systems Security Analyst will be a member of the IT Security Group within the Information and Communication Systems (ICS) Section, and will report to the IT Security Group Leader._ Why choose Weir: Be part of a global organization...


  • Gatineau, Canada Scotiabank Full time

    Requisition ID: 189190 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...


  • 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

    2 months 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...


  • 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...


  • Gatineau, Canada Canadian Imperial Bank of Commerce Full time

    Mobile Mortgage Advisor - Gatineau Apply Locations: Gatineau, QC Time Type: Full time Posted on: Posted Yesterday Job Requisition ID: 2416109 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...


  • Gatineau, Canada Canadian Imperial Bank of Commerce Full time

    Mobile Mortgage Advisor - Gatineau Apply Locations: Gatineau, QC Time Type: Full time Posted on: Posted Yesterday Job Requisition ID: 2416109 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...


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

    **_To be an employee of the Museum is to:_** - _Have the privilege of working for a Crown Corporation, and an internationally renowned institution, located on one of the most beautiful sites in the National Capital Region;_ - _Advance your career within an inclusive, dynamic and stimulating work environment;_ - _Work with an exceptional team of professionals...


  • Gatineau, Canada Portage CyberTech Full time

    Digital Transformation Advisor for Boards of Professionals Company Overview Portage CyberTech has an immediate requirement for Sales professionals with deep knowledge of digital identity-related concepts, experience selling products from vendors in the space (for example: Okta, Onespan, DocuSign, Ping Identity, WSO2, Forgerock, IBM (Secure Verify product),...


  • Gatineau, Canada Portage CyberTech Full time

    Digital Transformation Advisor for Boards of Professionals Company Overview Portage CyberTech has an immediate requirement for Sales professionals with deep knowledge of digital identity-related concepts, experience selling products from vendors in the space (for example: Okta, Onespan, DocuSign, Ping Identity, WSO2, Forgerock, IBM (Secure Verify product),...


  • 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...


  • 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...


  • 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...

  • Client Advisor

    2 months 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 Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new...

  • Client Advisor

    1 month ago


    GATINEAU, Canada Royal Bank of Canada Part 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 Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new...


  • Gatineau, Quebec, Canada LEVIO Full time

    Levio seeks a Cybersecurity Architecture Advisor to contribute to large-scale projects.As a key member of our team, you will play a vital role in shaping the cybersecurity landscape for our clients. We offer a dynamic environment where your expertise can flourish and make a tangible impact.Your Responsibilities:Develop and implement robust cybersecurity...


  • Gatineau, Canada National Bank of Canada Full time

    A career as a Wealth Management Associate in the Private Banking 1859 sector at National Bank, you will offer services and advice to a discerning high-net-worth clientele. In this role, you will offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as specialized services to a select...