Securities Advisor

Desjardins

. Establish an advisory relationship by identifying current and potential needs and supporting client retention .

Posted 9/29/2026full-timeTrois-Rivières • CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management, data analysis, and personalized solution development, with a strong focus on client retention and satisfaction. Proficient in selling securities products and services while adhering to industry standards and regulations.

Highest-signal resume keywords

Client Relationship ManagementData AnalysisSecurities SalesMutual Fund Representative CertificateBilingual in French

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data CompilationReport PreparationPortfolio OversightClient Needs AssessmentSolution Development

Soft Skills

CommunicationNegotiationCustomer ServiceProblem Solving

Certifications & Qualifications

Mutual Fund Representative Certificate

Industry Keywords

Client RetentionSecurities ProductsService QualityIndustry TrendsIntegrated Service Offers

About the role

Key responsibilities & impact

Establish an advisory relationship by identifying current and potential needs and supporting client retention
Set goals and advise members and clients on the best solutions and strategies
Analyze and meet complex client needs, handle requests and follow up as needed
Collect, compile and analyze data
Prepare reports and recommendations
Oversee portfolios
Assess customer satisfaction and service quality, follow up and make improvements as needed
Monitor the industry to stay on top of the latest trends, opportunities and best practices
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
Develop and implement personalized solutions and propose integrated service offers
Represent Desjardins and enter the organization into agreements with clients
Establish and negotiate product and service terms in accordance with standards and procedures

Requirements

What you’ll need

General college diploma in a related field
A minimum of three years of relevant experience
Other combinations of qualifications and relevant experience may be considered
Mutual fund representative certificate – Autorité des marchés financiers
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
Workplace accommodations at any stage in the recruitment process