Securities Advisor

This is a fully remote position, open to applicants in Canada.

📋 Description

• Cultivate, seek out, solicit, and maintain business relationships with members and clients.

• Offer securities products and services through various distribution channels tailored to member/client requirements and existing strategies.

• Emphasize discretionary management, mutual funds, exchange-traded funds, and structured products.

• Build and nurture business relationships with key clients.

• Market and sell products and services in alignment with business goals and strategies.

• Balance sales targets with sound risk management, profitability, and member/client satisfaction.

• Evaluate member/client needs, create and execute personalized solutions, and present comprehensive service offerings.

• Provide advice and support to current and prospective members and clients.

• Represent Desjardins and engage the organization in significant agreements with clients.

• Establish and negotiate terms for products and services.

• Set objectives and guide members and clients towards optimal solutions and strategies.

• Gather, organize, and analyze data; prepare reports and recommendations.

• Oversee portfolios; evaluate customer satisfaction and service quality, follow up, and implement improvements as necessary.

• Stay informed about industry trends, opportunities, and best practices.

• Collaborate with and act as a resource for external fund providers; disseminate information to investment advisors.

⛳️ Requirements

• A bachelor’s degree in a relevant discipline.

• At least four years of pertinent experience.

• Other combinations of qualifications and relevant experience may be considered.

• Proficiency in French is mandatory.

• Strong interpersonal skills are crucial.

• Comprehensive knowledge of the securities advisory sector.

🏝️ Benefits

• Competitive salary along with an annual bonus.

• 4 weeks of flexible vacation beginning in the first year.

• Defined benefit pension plan providing predictable and stable income in retirement.

• Group insurance that includes telemedicine services.

• Reimbursement for health and wellness expenses as well as telework equipment.