Advisor, Securities
2 weeks 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 retentionAdvise 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 neededCollect, compile and analyze data. Prepare reports and recommendationsStay on top of the latest standards, products and services in your field.What we offer*Competitive salary and annual bonus4 weeks of flexible vacation starting in the first yearDefined benefit pension plan that provides predictable, stable income throughout retirementGroup insurance including telemedicineReimbursement of health and wellness expenses and telework equipmentWhat you bring to the tableCollege diploma in a related fieldA minimum of two years of relevant experiencePlease note that other combinations of qualifications and relevant experience may be consideredKnowledge of French is requiredAction oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning#LI-HybridTrade Union (If applicable)
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Advisor, Securities
2 weeks ago
Salaberry-De-Valleyfield, Canada Desjardins Group 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...
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Advisor, Securities
2 weeks ago
Salaberry-de-Valleyfield, Quebec, Canada Desjardins Full time $60,000 - $120,000 per yearAs 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,...
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Advisor, Securities
1 week ago
Salaberry-de-Valleyfield, Quebec, Canada Desjardins Full time $60,000 - $120,000 per yearAs 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,...
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Human Resources Advisor
2 weeks ago
Salaberry-De-Valleyfield, Canada Desjardins Full timeJoin to apply for the Human Resources Advisor role at Desjardins 2 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Required The incumbent assists, supports and advises caisse managers in selecting, applying and implementing human resources solutions, practices, programs, policies and tools. More...
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Salaberry-De-Valleyfield, Canada Desjardins Group Full timeA financial services company in Montérégie is seeking an experienced Investment Assistant to support advisors and manage client accounts. You will handle administrative tasks, ensure client satisfaction, and contribute to business growth. The ideal candidate has a general college diploma, minimum two years' experience, and is bilingual in French. This role...
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Investment Advisor
4 weeks ago
San Juan De Terranova, Canada RBC Dominion Securities Full timeJoin to apply for the Investment Advisor role at RBC Dominion SecuritiesAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Here, you’ll find what you need for your career and life to make it yours!What you do bestYou have excellent people and problem-solving skills that help you...
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Investment Advisor
4 weeks ago
San Juan de Terranova, Canada RBC Dominion Securities Full timeJoin to apply for the Investment Advisor role at RBC Dominion SecuritiesAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Here, you’ll find what you need for your career and life to make it yours!What you do bestYou have excellent people and problem-solving skills that help you...
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San Juan de Terranova, Canada RBC Dominion Securities Full timeA leading financial services firm in Canada seeks an experienced Investment Advisor to build client relationships and provide financial advice. You will leverage extensive resources to create customized investment portfolios, focusing on high-net-worth individuals. The ideal candidate has 4-6 years of outbound sales experience, is comfortable with...
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San Juan De Terranova, Canada RBC Dominion Securities Full timeA leading financial services firm in Canada seeks an experienced Investment Advisor to build client relationships and provide financial advice. You will leverage extensive resources to create customized investment portfolios, focusing on high-net-worth individuals. The ideal candidate has 4-6 years of outbound sales experience, is comfortable with...
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Investment Advisor
3 weeks ago
San Juan de Terranova, Canada RBC Dominion Securities Full timeOverviewGrow your business, your way – with RBC. As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you need for your...
