Securities Advisor: Client Engagement Expert
Job in
Val-d'Or, Québec, Province de Québec, Canada
Listed on 2026-06-23
Listing for:
Desjardins
Full Time
position Listed on 2026-06-23
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Banking & Finance, Wealth Management
Job Description & How to Apply Below
Become a key player as a Securities Advisor, centered on fostering client relationships and driving investment success. Leverage your skills to meet diverse client needs in a dynamic market.
As a Securities Advisor, you are responsible for the full client engagement cycle from prospecting to ongoing management. A general college diploma and a minimum of three years in relevant securities experience are required, alongside proficiency in French. You will analyze client needs, establish effective strategies, and ensure satisfaction through consistent follow-up.
Key Responsibilities:
• Build and maintain advisory relationships with clients
• Address clients' investment goals with tailored solutions
• Compile data for insightful reports and recommendations
• Monitor and enhance service quality across portfolios
• Keep abreast of market trends and opportunities
Requirements:
• General college diploma in a relevant field
• Three years of relevant securities experience
• Must be fluent in French
• Other combinations of qualifications may apply
• Strong customer focus and interpersonal skills
Bring your advisory skills to enhance client satisfaction and investment success as a Securities Advisor.
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