Securities Advisor

Desjardins

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

Posted 10/7/2026full-timeRivière-du-Loup • CanadaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relationship management, advising on specialized products and services, and analyzing client needs to drive satisfaction and retention. Proficient in data analysis and report preparation, with advanced proficiency in French to support diverse client interactions.

Highest-signal resume keywords

Client Relationship ManagementData AnalysisAdvanced Proficiency In FrenchCustomer FocusInterpersonal Savvy

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisReport PreparationSecurities Products KnowledgeClient Needs AssessmentBusiness Relationship Development

Soft Skills

Action OrientedDrive ResultsNimble Learning

Industry Keywords

Client RetentionAdvisory RelationshipMember SatisfactionNegotiationDistribution Channels

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
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
Support current and potential members and clients, represent the organization, and help negotiate agreements with clients

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
Advanced 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