Securities Advisor at Desjardins
Desjardins Group • drummondville, Canada
Role Description
Elevate your career as a Securities Advisor with Desjardins, focusing on building client relationships and selling securities products. Enjoy a flexible work environment while driving results and serving member needs.
In this role, you will help prospect, solicit, and develop business relationships with both clients and members. Analyzing client needs and implementing personalized solutions will be key to your success. Key focus areas include discretionary management, mutual funds, and structured products, aligning with organizational objectives.
Key Responsibilities:
• Develop and maintain member/client business relationships
• Sell securities products through various channels
• Analyze client needs and create tailored solutions
• Handle special information requests and promote offerings
• Supervise and aid in administrative tasks
Requirements:
• College diploma in a relevant field
• Minimum of two years relevant experience
• Bilingual in English and F...
In this role, you will help prospect, solicit, and develop business relationships with both clients and members. Analyzing client needs and implementing personalized solutions will be key to your success. Key focus areas include discretionary management, mutual funds, and structured products, aligning with organizational objectives.
Key Responsibilities:
• Develop and maintain member/client business relationships
• Sell securities products through various channels
• Analyze client needs and create tailored solutions
• Handle special information requests and promote offerings
• Supervise and aid in administrative tasks
Requirements:
• College diploma in a relevant field
• Minimum of two years relevant experience
• Bilingual in English and F...