Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.
NV-05As a securities advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients.
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 help develop and maintain business relationships with members and clients. You drive results to handle information requests and promote and sell products and services tailored to client needs in accordance with your unit’s business objectives and strategies.
You ensure member / client satisfaction and service quality in accordance with the organization’s standards and procedures.
Interpersonal savvy is therefore essential.
General Information on the Position
Other working condition
Please note that other combinaisons of qualifications and relevant experience may be considered.
Desjardins Cross-sector skills
Action oriented, Customer Focus, Differences, Nimble learning
Key competencies for the job
Drive results, Interpersonal Savvy