Advisor, Securities

Desjardins Group; Bas-Saint-Laurent; Hybrid; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks vacation

Pension plan

Group insurance including telemedicine

Health and wellness expense reimburse.

Telework equipment

Job summary

Desjardins Group is seeking a securities advisor to help serve, prospect for, solicit, and develop and maintain relationships with members and clients, focusing on discretionary management, mutual funds, ETFs and structured products.

You will analyze client needs, advise on specialized products, and prepare reports while staying current with industry standards, delivering service quality in line with Desjardins' standards.

Qualifications

• General college diploma in a related field.
• Minimum of two years of relevant experience.
• Advanced proficiency in French, both oral and written.

Responsibilities

• 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.

Skills

Interpersonal Savvy

Customer Focus

Drive Results

Nimble Learning

EDI Accessibility

Education

General college diploma in a related field

Job description

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.

• 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
• Benefits apply based on eligibility criteria. #LI-Hybrid

What you bring to the table

• General 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 Advanced proficiency in French, both oral and written Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning Equity, Diversity, Inclusion and Accessibility

Equity, Diversity, Inclusion and Accessibility 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!

Trade Union (If applicable) Job Family Member/client sales and service (FG)

Desjardins Group is the largest cooperative financial group in North America. We're the choice for over 52,000 employees and we're named one of Canada's top employers by Mediacorp and Forbes. We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance. Pursuing a career at Desjardins means being part of an organization that puts people first.