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Advisor, Securities
Desjardins. Establish an advisory relationship by identifying current and potential needs and supporting client retention .
About the role
Key responsibilities & impact- Establish an advisory relationship by identifying current and potential needs and supporting client retention
- Advise members and clients on specialized products, services and solutions and ensure member/client satisfaction
- Analyze and meet special client needs, handle requests and follow up as needed
- Collect, compile and analyze data
- Prepare reports and recommendations
- Stay on top of the latest standards, products and services in the field
- Help serve, prospect for, solicit, and develop and maintain business relationships with members and clients
- Help sell securities products and services through various distribution channels based on member/client needs and current strategies and practices
- Drive results to handle special information requests from clients and promote and sell specialized products and services
- Ensure member/client satisfaction and service quality in accordance with organizational standards and procedures
- Help analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers
- Support current and potential members and clients, represent the organization, and help negotiate agreements with clients
Requirements
What you’ll need- College diploma in a related field
- A minimum of two years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Strong communication skills in both French and English, both oral and written
- Action oriented
- Customer Focus
- Differences
- Drive results
- Interpersonal Savvy
- Nimble learning
Benefits
Comp & perks- 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
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment