Advisor, Securities, Mascouche

As a securities advisor, you will assist members and clients in serving, prospecting for, soliciting, and developing and maintaining business relationships. You will help sell securities products and services, including discretionary management, mutual funds, ETFs, and structured products, through various distribution channels. You will develop and maintain business relationships, drive results, handle special information requests, promote and sell specialized products, and ensure satisfaction and service quality.Responsibilities

Establish an advisory relationship by identifying current and potential needs and supporting client retention. Advise members and clients on specialized products, services, and solutions and ensure member/client satisfaction. Analyze and meet special client needs, handle requests and follow up as needed.Collect, compile, and analyze data. Prepare reports and recommendations. Stay on top of the latest standards, products, and services in your field. 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.Qualifications

College diploma in a related field. Minimum of two years of relevant experience (other combinations may be considered). Knowledge of French is required. Action oriented, customer focus, drive results, interpersonal savvy, nimble learning. Diversity&Inclusion

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 our differences, embracing our uniqueness, and providing a positive workplace for all. We have zero tolerance for discrimination of any kind. 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!

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