Elevate client satisfaction as a Securities Advisor with Desjardins. Utilize your expertise in discretionary management and mutual funds to foster enduring client relationships.
As a Securities Advisor, you'll engage with clients to analyze their needs and develop customized financial strategies. This role requires at least three years of experience in securities products, particularly with mutual and exchange-traded funds. Your success will be measured by your ability to retain clients and enhance service quality through insightful portfolio management.
Key Responsibilities:
• Develop advisory relationships to support client retention
• Analyze complex client needs and manage requests
• Prepare detailed reports and strategic recommendations
• Monitor industry trends and best practices
• Oversee portfolios and improve service quality
Requirements:
• General college diploma in a related field
• Minimum three years of relevant experience
• Knowledge of Fr...