Demonstrates expertise in developing and maintaining business relationships, analyzing client needs, and providing personalized financial solutions. Proficient in managing operational tasks and ensuring compliance while delivering high-quality service to clients.

Highest-signal resume keywords

Business Relationship DevelopmentSecurities Products SalesClient Needs AnalysisOperational ManagementBilingual in French

About the role

Key responsibilities & impact

Serve, prospect for, solicit, and develop and maintain business relationships with members and clients
Sell securities products and services through various distribution channels based on member/client needs and current strategies and practices
Focus on discretionary management, mutual funds, exchange-traded funds and structured products
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
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
Provide administrative assistance in compliance, budget monitoring, and management of administrative staff to the manager of a large branch or group of branches
Serve as a resource person for employees regarding policies, procedures, methods, and operational and interpersonal problem-solving
Work with support services to resolve everyday operational issues in the branch or branches
Supervise the deposit of client cheques and handle complex operational tasks, including coordinating interest management for new issues
Help recruit and hire administrative staff and handle logistics when employees start or leave

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
Knowledge of French is required

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Discretionary ManagementMutual FundsExchange-Traded FundsStructured ProductsCompliance MonitoringBudget ManagementAdministrative AssistanceNegotiation SkillsProblem-SolvingClient Satisfaction

Soft Skills

Interpersonal SkillsCommunication SkillsTeam LeadershipCustomer Service OrientationRecruitment Skills

Certifications & Qualifications

College Diploma in Related Field

Industry Keywords

SecuritiesFinancial ServicesClient ManagementOperational ProceduresSales Strategies