Advisor, Securities
3 days ago
As 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 handle daily requests and perform tasks as instructed, in accordance with our high quality standards. You are in close, regular contact with our clients, employees and partners to answer questions, take action and keep tabs on any changes in circumstances. Highly developed interpersonal skills are therefore essential. In your actions, you strive to meet the needs of members and clients while ensuring their full satisfaction, business growth, sound risk and compliance management, and adherence to current practices and policies, as well as leveraging your ability to achieve results. More specifically, you will be required to:
- Prepare the necessary documentation for member and client meetings.-
- Complete account openings, forms and securities transactions as directed by the advisor(s).- Handle certain queries, perform the necessary research and propose solutions tailored to member and client needs.- Take part in producing reports and statistics and preparing related documents.
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 one year of relevant experience- Please note that other combinations of qualifications and relevant experience may be considered- Knowledge of French is required
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
-
Financial Security Advisor — Life
7 hours ago
Sherbrooke, Canada Desjardins Full timeA financial services company in Sherbrooke is seeking a Financial Security Advisor to sell and provide advice on life and health insurance products. This mid-senior level full-time role requires a bachelor's degree, a minimum of four years of relevant experience, and knowledge of French. Key responsibilities include assessing customer satisfaction,...
-
Sherbrooke, Canada Desjardins Group Full timeFinancial security advisor, Life and health insurance page is loaded## Financial security advisor, Life and health insuranceremote type: The work arrangement for the position is hybrid worklocations: Service Signature Richelieu-Yamaska: Sherbrooketime type: Full timeposted on: Posted 12 Days Agojob requisition id: R2514994As a life and health...
-
Sherbrooke, Canada Desjardins Full timeFinancial security advisor, Life and health insurance Be among the first 25 applicants. 1 day ago. Responsibilities Sell and provide advice on life, health, disability and critical illness insurance products. Assess customer satisfaction and service quality, follow up and make improvements as needed; establish and maintain good relationships with referral...
-
Sherbrooke, Canada Desjardins Group Full timeA leading financial services organization is seeking a life and health insurance financial security advisor to build and maintain client relationships. The ideal candidate will sell insurance products, assess client satisfaction, and identify business opportunities. A bachelor's degree and at least four years of relevant experience are required, along with...
-
SUN LIFE FINANCIAL ADVISOR
7 hours ago
Sherbrooke, Canada Sun Life Financial Full timeSUN LIFE FINANCIAL ADVISOR page is loaded## SUN LIFE FINANCIAL ADVISORlocations: Sherbrooke, Quebectime type: Full timeposted on: Posted Todayjob requisition id: JR00034456You 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...
-
SUN LIFE FINANCIAL ADVISOR
5 hours ago
sherbrooke, Canada Sun Life Financial 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...
-
SUN LIFE FINANCIAL ADVISOR
7 hours ago
sherbrooke, Canada Sun Life Financial 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...
-
SUN LIFE FINANCIAL ADVISOR
14 hours ago
Sherbrooke, Canada Sun Life Financial 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...
-
SUN LIFE FINANCIAL ADVISOR
7 hours ago
Sherbrooke, Canada Sun Life Québec Full timeJoin to apply for the SUN LIFE FINANCIAL ADVISOR role at Sun Life Québec1 day ago Be among the first 25 applicantsJoin to apply for the SUN LIFE FINANCIAL ADVISOR role at Sun Life QuébecYou 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...
-
Financial Advisor
4 days ago
Sherbrooke, Canada CIBC Full timeWe’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...
