Securities Advisor

Job not on LinkedIn

🔥 0 minutes ago

🇨🇦 Canada – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

👻 Ghost score 10%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.Why this score:

• Just posted.
• Jobs at this company usually fill in 21 days.
• No salary listed.

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Desjardins

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1900

🏦 Banking

🛡️ Insurance

💸 Finance

Banking • Insurance • Finance

Desjardins is a leading financial cooperative in North America, offering a wide range of financial and insurance services across Canada. Its services include personal and business banking accounts, credit cards, mortgages, loans, savings and investments, as well as auto and home insurance, among others. Desjardins is known for its focus on responsible investment and supporting local economies. It provides members with the opportunity to participate in decision-making processes and emphasizes commitment to the community and youth development.

📋 Description

• Serve, prospect for, solicit, and develop and maintain business relationships with members and clients • Sell securities products and services through various distribution channels based on member/client needs and current strategies and practices • Focus on discretionary management, mutual funds, exchange-traded funds and structured products • Develop and maintain business relationships with important clients • Promote and sell products and services in accordance with business objectives and strategies • Balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction • Analyze member/client needs, develop and implement personalized solutions, and present integrated service offers • Advise and assist current and potential members and clients • Represent Desjardins and enter the organization into important agreements with clients • Establish and negotiate product and service terms • Set goals and advise members and clients on the best solutions and strategies • Collect, compile and analyze data; prepare reports and recommendations • Oversee portfolios; assess customer satisfaction and service quality, follow up and make improvements as needed • Monitor the industry for the latest trends, opportunities and best practices • Liaise with and serve as resource person for external fund providers; share information with investment advisors

🎯 Requirements

• Bachelor's degree in a related field • A minimum of four years of relevant experience • Other combinations of qualifications and relevant experience may be considered • Knowledge of French is required • Interpersonal savvy is essential • Extensive knowledge of the securities advisory line of business

🏖️ 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

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