[Hiring] Advisor, Securities @Desjardins

Role 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
• Structured products

You develop and maintain business relationships with important clients and drive results by promoting and selling products and services in accordance with your unit’s business objectives and strategies. You balance:

• Sales objectives
• Sound and prudent risk management
• Profitability
• Member/client satisfaction

You work with clients with complex and diverse needs and significant development potential for your sector. You analyze member/client needs, develop and implement personalized solutions, and present integrated service offers. Your complex work and initiatives require extensive knowledge of your line of business. You advise and assist current and potential members and clients, representing Desjardins and entering the organization into important agreements with clients. You also have many opportunities to establish and negotiate product and service terms. Interpersonal savvy is therefore essential. More specifically, you will be required to:

• Set goals and advise members and clients on the best solutions and strategies
• 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
• Liaise with and serve as resource person for external fund providers; share information with investment advisors

Qualifications

• Bachelor's degree in a related field
• A minimum of four years of relevant experience
• Knowledge of French is required
• Other combinations of qualifications and relevant experience may be considered

Requirements

• Action oriented
• Business insight
• Customer Focus
• Differences
• Drive results
• Interpersonal Savvy
• Nimble learning
• Plans and aligns

Benefits

• 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

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!