Securities Advisor – Client Solutions & Relations

Desjardins; Boucherville; On-site; CAD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks vacation

Defined benefit pension

Group insurance including telemedicine

Health and wellness reimbursements

Telework equipment

Job summary

Desjardins in Canada seeks a securities advisor to serve and cultivate relationships with members and clients, selling securities products through multiple channels to meet client needs and current strategies. You will support discretionary management, mutual funds, ETFs and structured products, and propose integrated service offers.

You will also contribute to branch operations, compliance, and staff recruitment.

Qualifications

• Knowledge of French is required.
• A minimum of two years of relevant experience.
• Please note that other combinations of qualifications and relevant experience may be considered.

Responsibilities

• Provide administrative assistance in compliance, budget monitoring and management of administrative staff to the branch manager.
• Work with support services to resolve everyday operational issues in the branch or branches.
• Supervise the deposit of client cheques and handle complex operational tasks, including coordinating interest management for new issues.
• Proactively help recruit and hire administrative staff for your branch or branches; handle logistics when employees start or leave.

Skills

Interpersonal Savvy

Action Oriented

Customer Focus

Drive Results

Nimble Learning

Education

College diploma in a related field

Job description

Desjardins in Canada seeks a securities advisor to serve and cultivate relationships with members and clients, selling securities products through multiple channels to meet client needs and current strategies. You will support discretionary management, mutual funds, ETFs and structured products, and propose integrated service offers.

You will also contribute to branch operations, compliance, and staff recruitment.