Advisor, Securities

Desjardins Group; Rouyn-Noranda; On-site; CAD 65,000 - 95,000; Full time

Benefits offered by this job

Annual bonus

Flexible vacation

Pension plan

Group insurance

Telework support

Job summary

Desjardins Group in Rouyn-Noranda, Canada, is seeking a securities advisor to build and maintain client relationships and to advise on discretionary management, mutual funds, ETFs and structured products. You will develop personalized solutions, analyze client needs, and promote integrated service offers across multiple channels to grow the business.

This role requires a client-focused mindset, strong interpersonal skills, and the ability to prepare reports and recommendations while staying

Qualifications

• General college diploma in a related field.
• Minimum two years of relevant experience.
• Knowledge of French is required.
• Customer focus and results-driven.

Responsibilities

• Establish advisory relationships 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

Advisory relationship

Customer focus

Interpersonal savvy

Drive results

Nimble learning

Action oriented

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.

What we want you to do:

• 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

What you bring to the table

• General college diploma in a related field
• A minimum of two years of relevant experience
• Knowledge of French is required
• Action oriented
• Customer Focus
• Differences
• Drive results
• Interpersonal Savvy
• Nimble learning

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!

Company Overview

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.