Securities Advisor with Client Focus
Location
laval (administrative region), qc
Job Type
Full-time
Category
Other-General
Posted
June 06, 2026
Become a Securities Advisor at Desjardins and enhance member relationships through strategic investment advice. Utilize your skills in mutual funds and ETFs to meet diverse client needs effectively.
This advisory role centers around developing strong connections with clients while analyzing their unique financial situations. You will assist members with tailored securities solutions, managing both current and prospective client outreach. Your ability to drive results and ensure satisfaction will align with Desjardins' commitment to excellence.
Key Responsibilities:
• Build and sustain relationships to identify client needs
• Analyze and address specialized client requests
• Advise clients on various securities products
• Generate detailed reports and recommendations
• Stay informed on advancements in financial products
Requirements:
• Relevant college diploma required
• Minimum of two years of experience in the field
• Proficiency in French necessary
This advisory role centers around developing strong connections with clients while analyzing their unique financial situations. You will assist members with tailored securities solutions, managing both current and prospective client outreach. Your ability to drive results and ensure satisfaction will align with Desjardins' commitment to excellence.
Key Responsibilities:
• Build and sustain relationships to identify client needs
• Analyze and address specialized client requests
• Advise clients on various securities products
• Generate detailed reports and recommendations
• Stay informed on advancements in financial products
Requirements:
• Relevant college diploma required
• Minimum of two years of experience in the field
• Proficiency in French necessary