Job Description & How to Apply Below
Location: Montreal West
Shape your future with Desjardins as an Experienced Securities Advisor, where you will cultivate client relationships and provide tailored investment advice. Your guidance will focus on achieving client satisfaction and maintaining business profitability.
This role requires a deep understanding of securities and investment products to serve clients effectively. You’ll develop customized strategies based on client needs, balancing sales and risk management objectives. Additionally, your role will involve partnering with external fund providers to enhance investment offerings.
Key Responsibilities:
• Set tailored financial goals for clients and members
• Analyze and prepare data-driven reports and advice
• Monitor and improve client portfolio satisfaction
• Keep abreast of current industry trends and opportunities
• Serve as a liaison between clients and external fund providers
Requirements:
• Bachelor’s degree in a related field
• Four years of relevant advisory experience
• Knowledge of French and strong English proficiency
• Familiarity with mutual funds and investment strategies
• Excellent interpersonal skills for client engagement
Enhance client relationships and provide expert investment solutions at Desjardins.
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