Advisor, Securities

As an investment assistant, 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. More specifically, you will be required to:

• Provide administrative, customer service and business development support to investment advisors and the team.

• Respond to information requests from clients regarding their accounts and the firm's products and services. Conduct research and follow up as needed to deliver quality service. Forward requests to the right person.

• Help members/clients choose and get the most of their tools and channels based on how much independence and automation they want.

• Take phone calls, handle information requests and forward them to the right person.

• Help identify your team's operational risks and opportunities for improvement.

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

* Benefits apply based on eligibility criteria.

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

• Registration with the CIRO's as an investment representativve or in the process of obtaining it

• Knowledge of French is required

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Trade Union (If applicable)

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.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask

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