Client Relationship Securities Advisor Montreal West

Join Desjardins as a Client Relationship Securities Advisor, where you will enhance member satisfaction and develop strategic investment solutions. Your skills in advisory services and product sales are key to success. This position calls for a Bachelor's degree and at least two years of experience in the financial sector. As an advisor, you will analyze client needs and recommend tailored services in mutual funds and exchange-traded funds. Interpersonal savvy is essential to building relationships and promoting specialized products. Key Responsibilities: Identify and assess client needs for optimal solutions Provide expert advice on securities and investment products Analyze and report on client data and trends Maintain robust relationships with existing clients Keep updated on industry standards and innovations Requirements: Bachelor's degree in a relevant area Two years of applicable industry experience Fluency in French is necessary Action-oriented with a solid customer focus Proven ability to drive results and build advisory relationships Utilize your expertise to foster impactful client relationships and meet their investment needs at Desjardins. Apply on Kit Job: kitjob.ca/job/2p2slk