Advisor, Securities

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

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