Securities Advisor: Client Solutions & Growth

Relevance; Sherbrooke; Hybrid; CAD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks vacation

Defined benefit pension plan

Group insurance incl. telemedicine

Telework equipment reimbursement

Job summary

Desjardins in Sherbrooke, QC is seeking a securities advisor to build advisory relationships with members and clients. You will help identify needs, propose integrated service offers, and promote products like mutual funds and ETFs.

The role emphasizes client retention, goal setting, and data-driven recommendations while balancing profitability and risk management within Desjardins’ standards. Hybrid work is available.

Qualifications

• College diploma in a related field.
• Minimum of three years of relevant experience.
• Other combinations of qualifications and relevant experience may be considered.
• To be registered, or eligible for registration, as a Registered Representative with CIRO.
• Proficiency in French both oral and written.

Responsibilities

• Establish an advisory relationship by identifying current and potential needs and supporting client retention.
• Set goals and advise members and clients on the best solutions and strategies.
• Analyze and meet complex client needs, handle requests and follow up as needed.
• Collect, compile and analyze data. Prepare reports and recommendations.
• Oversee portfolios. Assess customer satisfaction and service quality, follow up and make improvements as needed.
• Monitor the industry to stay on top of the latest trends, opportunities and best practices in your field.

Skills

Interpersonal savvy

Nimble learning

Customer focus

Drive results

Education

College diploma

Job description

Desjardins in Sherbrooke, QC is seeking a securities advisor to build advisory relationships with members and clients. You will help identify needs, propose integrated service offers, and promote products like mutual funds and ETFs.

The role emphasizes client retention, goal setting, and data-driven recommendations while balancing profitability and risk management within Desjardins’ standards. Hybrid work is available.