Client-Focused Securities Advisor

Location: Montreal West

Join Desjardins as a Client-Focused Securities Advisor and play a pivotal role in guiding clients through tailored investment strategies. Your expertise will help clients achieve satisfaction while managing their diverse needs effectively.

In this position, you will engage with clients to develop and implement personalized investment solutions, focusing on mutual funds, exchange-traded funds, and structured products. Your strategic approach to sales and risk management will drive business growth while ensuring that client relationships remain robust. You will be an integral part of our team, working collaboratively with external fund providers.

Key Responsibilities:

• Advise clients on best investment strategies and solutions

• Compile and evaluate data for thorough reports

• Manage client portfolios, assessing satisfaction levels

• Monitor industry trends for new opportunities

• Collaborate with external fund providers and advisors

Requirements:

• Bachelor’s degree in a relevant field

• At least four years of corresponding experience

• Fluent in French and advanced English required

• In-depth knowledge of the investment products

• Strong negotiation and interpersonal skills

Utilize your advisory skills to create impactful financial solutions for clients at Desjardins.
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