Advisor, Securities

Desjardins; Montreal West; On-site; CAD 65,000 - 95,000; Full time

Benefits offered by this job

Competitive commission-based salary

Group insurance including telemedicine

Reimbursement of health and wellness""

Job summary

Desjardins is seeking a securities advisor to help serve and grow relationships with members and clients in a Montreal area setting. You will promote and sell securities products across relevant channels, tailoring solutions to client needs and maintaining a disciplined risk-aware approach.

You will analyze client needs, present integrated service offers, and advance business opportunities with partners while staying current on industry trends and Desjardins strategies.

Qualifications

• Bachelor's degree in a related field is required or equivalent experience.
• Minimum four years of relevant experience in securities or financial services.
• Knowledge of French is required; other combinations may be considered.

Responsibilities

• Sell and provide advice on life, health, disability and critical illness insurance products.
• Devise financial and tax strategies for individuals and businesses.
• Develop innovative sales concepts to stand out from competitors.
• Act on business opportunities and present information to partners to reach financial goals.
• Monitor the industry to identify business development opportunities and trends.

Skills

Action oriented

Communicates effectively

Customer Focus

Differences

Interpersonal Savvy

Nimble learning

Situational adaptability

Education

Bachelor's degree 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 develop and maintain personal business relationships with clients. You drive results by promoting and selling products and services in accordance with your unit’s business objectives and strategies. You balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction. You work with clients with diverse needs and significant development potential for your sector. You analyze member/client needs, develop and implement personalized solutions, and present integrated service offers. Your work and initiatives require extensive knowledge of your line of business. You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into agreements with clients. You also have opportunities to establish and negotiate product and service terms. Interpersonal savvy is therefore essential. More specifically, you will be required to:

• Sell and provide advice on life, health, disability and critical illness insurance products
• Devise financial and tax strategies for individuals and businesses
• Develop innovative sales concepts to help the organization stand out from its insurance competitors
• Act on business opportunities and present information to partners so that members and clients can reach their financial goals
• Monitor the industry to identify business development opportunities and stay on top of new products and trends.

What we offer*

• Competitive commission-based salary
• 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

• Bachelor's degree in a related field
• A minimum of four years of relevant experience
• Please note that other combinations of qualifications and relevant experience may be considered
• Knowledge of French is required

• Action oriented
• Communicates effectively
• Customer Focus
• Differences
• Interpersonal Savvy
• Nimble learning
• Situational adaptability

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!

Job Family

Life and health insurance (FG)