Desjardins

Advisor, Securities

Laval, CA · Staff+

Sponsorship not specifiedDetected 62 days ago

LogisticsProblem Solving

About the role

You help 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 ensure member/client satisfaction and service quality in accordance with the organization's standards and procedures.

As an investment assistant, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients.
You help develop and maintain business relationships with members and clients.
You drive results to handle special information requests from clients and promote and sell specialized products and services in accordance with your unit's business objectives and strategies.
You help analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers.
You support current and potential members and clients, represent the organization, and help negotiate agreements with clients.
Work with support services to resolve everyday operational issues in the branch or branches

Handle logistics when employees start or leave.
Competitive salary and annual bonus
4 weeks of flexible vacation starting in the first year
Defined benefit pension plan that provides predictable, stable income throughout retirement
Reimbursement of health and wellness expenses and telework equipment
Benefits apply based on eligibility criteria.

This listing is sourced directly from Desjardins's careers page and normalized into a canonical job model.