Advisor, Securities, Rouyn-Noranda
Advisor, Securities, Rouyn-Noranda
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Rouyn-Noranda, Canada
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Posted: yesterday
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Description
Overview As an investment assistant you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You 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, and structured products. You drive results, handle special information requests, promote and sell specialized products in line with unit objectives and strategies, and ensure member/client satisfaction and service quality. You analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers.
Responsibilities
Provide administrative assistance in compliance, budget monitoring, and management of administrative staff for a large branch or a group of branches.
Serve as a resource for all employees on policies, procedures, methods, and operational and interpersonal problem‑solving.
Work with support services to resolve everyday operational issues in the branch or branches.
Supervise the deposit of client cheques and handle complex operational tasks, including coordinating interest management for new issues.
Proactively help recruit and hire administrative staff for your branch or branches; manage logistics when employees start or leave.
What we offer
Competitive salary and annual bonus
Four weeks of flexible vacation starting in the first year
Defined benefit pension plan providing predictable, stable income throughout retirement
Group insurance including telemedicine
Reimbursement of health and wellness expenses and telework equipment
What you bring to the table
College diploma in a related field
A minimum of two years of relevant experience
Other combinations of qualifications and relevant experience may be considered
Strong communication skills in both French and English, both oral and written, due to the nature of the duties or work tools or because the position involves interactions with English‑speaking partners, members and/or clients
Key Skills
Action oriented
Customer focus
Drive results
Interpersonal savvy
Nimble learning
#J-18808-Ljbffr
Responsibilities
Provide administrative assistance in compliance, budget monitoring, and management of administrative staff for a large branch or a group of branches.
Serve as a resource for all employees on policies, procedures, methods, and operational and interpersonal problem‑solving.
Work with support services to resolve everyday operational issues in the branch or branches.
Supervise the deposit of client cheques and handle complex operational tasks, including coordinating interest management for new issues.
Proactively help recruit and hire administrative staff for your branch or branches; manage logistics when employees start or leave.
What we offer
Competitive salary and annual bonus
Four weeks of flexible vacation starting in the first year
Defined benefit pension plan providing predictable, stable income throughout retirement
Group insurance including telemedicine
Reimbursement of health and wellness expenses and telework equipment
What you bring to the table
College diploma in a related field
A minimum of two years of relevant experience
Other combinations of qualifications and relevant experience may be considered
Strong communication skills in both French and English, both oral and written, due to the nature of the duties or work tools or because the position involves interactions with English‑speaking partners, members and/or clients
Key Skills
Action oriented
Customer focus
Drive results
Interpersonal savvy
Nimble learning
#J-18808-Ljbffr
Highlights
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Company nameDesjardins
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Job positionAdvisor, Securities
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More info about this ad
Advisor, Securities has been posted in the Rouyn-Noranda Legal & Consulting category on Locanto.
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