Advisor, Securities

1 week 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


  • Financial Advisor

    2 days ago


    Gatineau, Canada Desjardins Full time

    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...

  • Financial Advisor

    2 days ago


    Gatineau, Canada Royal Bank of Canada Full time

    -- - ** As part of RBC's commitment to providing exceptional client service and achieving its business**objectives**, the ability and willingness to travel or work from any RBC location listed in this section is a condition of employment.** What is the opportunity?** As an RBC Financial Advisor, you attract, nurture, and grow relationships with our...


  • Gatineau, Canada Royal Bank of Canada Full time

    Job Description What is the opportunity? We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your drive...

  • Corporate Advisor

    1 week ago


    Gatineau, Canada Native Women's Association of Canada Full time

    **Summary** Under the authority and supervision of the Chief Executive Officer, the Corporate Advisor will provide thorough and concise advice on a variety of topics that relate to the business to the CEO and leadership to help guide NWAC’s overall decision-making processes and directions. Scope The Corporate Advisor will be conducting research,...


  • Gatineau, Canada Royal Bank of Canada> Full time

    Job DescriptionPlease note that successful candidates will be required to offer and maintain mobility between the branch locations listed in the "Job Available at Other Locations" section of this job posting. As part of RBC's commitment to providing exceptional client service and achieving its business objectives, the ability and willingness to travel or...


  • Gatineau, Canada National Research Council Canada Full time

    Help bring research to life and drive your career forward with the National Research Council of Canada (NRC), Canada's largest research and technology organization. We are looking for a senior-career Industrial Technology Advisor (ITA) to support the NRC Industrial Assistance Research Program (NRC IRAP). The ITA would be someone who shares our core values...


  • 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 Native Women's Association of Canada Full time

    **Company** - NWAC | AFAC**Location** - 120 Promenade du Portage, Gatineau QC**Term** - Permanent Full Time/ Temps plein permanent**Report to** - Under the supervision of the Director of Health | Sous la supervision du Directeur de la Santé**Posted** - Oct 02, 2024**Closing**Salary Range** - Salary range: 72,000-77,000K per annum commensurate with...


  • Gatineau, Canada Desjardins Full time

    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...


  • 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...