Advisor, Securities, Mascouche

Required 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 actively help develop and maintain business relationships with clients. You drive results by reviewing complex information requests and promoting and selling products and services based on 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 who have development potential for your sector. You analyze member/client needs, help develop and implement personalized solutions, and propose integrated service offers. 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 in accordance with standards and procedures. Interpersonal savvy is therefore essential.

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

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 three years of relevant experience

Other combinations of qualifications and relevant experience may be considered

Knowledge of French is required

Action oriented, customer focus, differences, drive results, interpersonal savvy, nimble learning.

Trade Union (If applicable) 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 Member/client sales and service (FG)

#J-18808-Ljbffr