Securities Advisor Client Solutions
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Serve Desjardins members and clients through securities advice, personalized solutions, and relationship development across multiple distribution channels. French is required for this opportunity.
As a Securities Advisor, you support sales and service for discretionary management, mutual funds, exchange-traded funds, and structured products. You analyze needs, propose integrated offers, and help maintain client relationships. The position also includes branch administration and operational support.
Key Responsibilities:
- Serve, prospect for, and develop member and client relationships
- Sell securities products through various distribution channels
- Analyze needs and implement personalized solutions
- Resolve branch operational issues with support services
- Coordinate interest management for new issues
Requirements:
- General college diploma in a related field
- Minimum two years of relevant experience
- Knowledge of French is required
- Interpersonal savvy and customer focus
- Action-oriented approach with drive to achieve results
Apply securities knowledge, client relationship skills, and personalized service to support Desjardins members and clients effectively.
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