Elevate your career as a Securities Consultant at Desjardins, focusing on client satisfaction and tailored investment recommendations. Your advisory skills will play a vital role in member engagement. This position requires a Bachelor's degree along with a minimum of two years of experience in related fields.

You will guide clients in selecting securities products, ensuring their needs are met through effective relationship management. Solid interpersonal skills are needed to support negotiations and meet special client requests.

Key Responsibilities

• Create and nurture advisory relationships
• Advise on mutual funds and tailored investment solutions
• Collect and analyze data to prepare client reports
• Address unique client requirements and follow-ups
• Remain knowledgeable about market products and services

Requirements

• Bachelor's degree in a relevant discipline
• Minimum two years of rel...