Securities Consultant With Desjardins Montreal West

Elevate your career as a Securities Consultant at Desjardins, focusing on client satisfaction and tailored investment recommendations. Your advisory skills will play a vital role in member engagement. This position requires a Bachelor's degree along with a minimum of two years of experience in related fields. You will guide clients in selecting securities products, ensuring their needs are met through effective relationship management. Solid interpersonal skills are needed to support negotiations and meet special client requests. Key Responsibilities: Create and nurture advisory relationships Advise on mutual funds and tailored investment solutions Collect and analyze data to prepare client reports Address unique client requirements and follow-ups Remain knowledgeable about market products and services Requirements: Bachelor's degree in a relevant discipline Minimum two years of relevant experience Required proficiency in French Customer-focused and results-driven approach Ability to adapt and learn in a rapid-paced workplace Make a difference in client investment experiences as a Securities Consultant at Desjardins. Apply on Kit Job: kitjob.ca/job/2p3ujm