Advisor, Securities
4 days 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 retentionSet goals and advise members and clients on the best solutions and strategiesAnalyze and meet complex client needs, handle requests and follow up as neededCollect, compile and analyze data. Prepare reports and recommendationsOversee portfolios. Assess customer satisfaction and service quality, follow up and make improvements as neededMonitor the industry to stay on top of the latest trends, opportunities and best practices 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 equipment#LI-HybridWhat you bring to the tableCollege diploma in a related fieldA minimum of three 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 learningTrade Union (If applicable)
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Advisor, Securities
3 days ago
Rimouski, Canada Desjardins Group Full timeAdvisor, Securities page is loaded## Advisor, Securitiesremote type: The work arrangement for the position is hybrid worklocations: Rimouskitime type: Full timeposted on: Posted 5 Days Agojob requisition id: R2600550As a securities advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and...
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Advisor, Securities
22 hours ago
Rimouski, Canada Desjardins Group Full timeAdvisor, Securities page is loaded## Advisor, Securitiesremote type: The work arrangement for the position is hybrid worklocations: Rimouskitime type: Full timeposted on: Posted 5 Days Agojob requisition id: R2600550As a securities advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and...
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Advisor, Securities
1 week ago
Rimouski, Canada Desjardins Group 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,...
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Securities Advisor: Client Solutions
1 week ago
Rimouski, Canada Desjardins Group Full timeA financial services organization in Rimouski seeks a Securities Advisor to manage client relationships and sell securities products. This role requires establishing advisory relationships, setting goals with clients, and overseeing portfolios. Candidates should have a college diploma and at least three years of relevant experience. Knowledge of French is...
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Securities Advisor
3 days ago
Rimouski, Canada Desjardins Group Full timeA major financial cooperative in Rimouski is seeking a Securities Advisor. This role involves creating strong relationships with clients, selling securities products, and analyzing client needs to propose integrated solutions. Candidates should have at least three years of relevant experience and a college diploma. Knowledge of French is required. The...
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SUN LIFE FINANCIAL ADVISOR
22 hours ago
Rimouski, Canada Financière Sun Life Full timeYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
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SUN LIFE FINANCIAL ADVISOR
4 weeks ago
Rimouski, Canada Sun Life Financial Full timeSUN LIFE FINANCIAL ADVISORApplyLocations: Rimouski, QuebecTime Type: Full timePosted on: Posted 2 Days AgoJob Requisition ID: JR00034455You are as unique as your background, experience, and point of view. Here, you’ll be encouraged, empowered, and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager...
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Rimouski, Canada Sun Life Financial Full timeJoin a forward-thinking company as a Financial Advisor, where your unique background and skills can shine. In this purpose-driven role, you will build long-term relationships and help individuals and families achieve financial security. With unlimited earning potential and a supportive environment, you will have the independence to shape your career while...
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Rimouski, Canada Sun Life Financial Full timeJoin a forward-thinking company as a Financial Advisor, where your unique background and skills can shine. In this purpose-driven role, you will build long-term relationships and help individuals and families achieve financial security. With unlimited earning potential and a supportive environment, you will have the independence to shape your career while...
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Wealth Management Associate
2 days ago
Rimouski, Canada National Bank of Canada Full timeA career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients, more precisely within the team, Khalil Consulting...
