Demonstrates expertise in developing and maintaining business relationships, analyzing client needs, and providing tailored financial solutions. Proficient in advising on securities products and ensuring high levels of client satisfaction.

Highest-signal resume keywords

Client Relationship ManagementSecurities Products KnowledgeData AnalysisBilingual Proficiency in FrenchCustomer Focus

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
Establish advisory relationships by identifying current and potential needs and supporting client retention
Advise members and clients on specialized products, services and solutions; analyze and meet special client needs, handle requests and follow up
Collect, compile and analyze data; prepare reports and recommendations
Stay current on the latest standards, products and services in the field

Requirements

What you’ll need

General college diploma in a related field
A minimum of two years of relevant experience
Other combinations of qualifications and relevant experience may be considered
Proficiency in French, 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

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Securities SalesMutual FundsExchange-Traded FundsStructured ProductsData CompilationReport PreparationPersonalized Solutions Development

Soft Skills

Interpersonal SavvyAction OrientedDrive ResultsNimble Learning

Industry Keywords

Business DevelopmentClient RetentionAdvisory RelationshipsService Quality Standards