Client-Focused Securities Advisor & Wealth Solutions

Jobtailor; Rouyn-Noranda; On-site; CAD 60,000 - 90,000; Full time

Job summary

Jobtailor in Canada seeks a client-focused financial professional to serve and grow a roster of members and clients, prospecting and developing long-term relationships.

You will advise on securities products, including discretionary investments, mutual funds, ETFs and structured products, tailoring solutions to client needs and promoting high-quality service and satisfaction in line with company objectives.

Qualifications

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

Responsibilities

• Serve, prospect for, solicit, and develop and maintain business relationships with members and clients.
• Sell securities products and services through various distribution channels based on member/client needs and current strategies and practices.
• Focus on discretionary management, mutual funds, exchange-traded funds and structured products.
• Handle special information requests from clients and promote and sell specialized products and services in accordance with business objectives and strategies.
• Ensure member/client satisfaction and service quality in accordance with organizational standards and procedures.
• Analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers.
• Support current and potential members and clients, represent the organization, and help negotiate agreements with clients.
• 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 the field.

Skills

Client Relationship Management

Securities Knowledge

Data Analysis

French language

Education

General college diploma in a related field

Job description

Jobtailor in Canada seeks a client-focused financial professional to serve and grow a roster of members and clients, prospecting and developing long-term relationships.

You will advise on securities products, including discretionary investments, mutual funds, ETFs and structured products, tailoring solutions to client needs and promoting high-quality service and satisfaction in line with company objectives.