Securities Advisor

Desjardins

. Serve, prospect for, solicit, and develop and maintain business relationships with members and clients .

Posted 9/24/2026full-timeMontréal • CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in developing and maintaining business relationships, analyzing client needs, and providing tailored financial solutions. Proficient in managing portfolios and ensuring client satisfaction while balancing sales objectives and risk management.

Highest-signal resume keywords

Business Relationship ManagementSecurities SalesPortfolio ManagementClient Needs AnalysisFluency in French

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Discretionary ManagementMutual FundsExchange-Traded FundsStructured ProductsData AnalysisReport PreparationSales Strategy DevelopmentRisk ManagementClient AdvisingGoal Setting

Soft Skills

CommunicationNegotiationCustomer Satisfaction FocusProblem SolvingInterpersonal Skills

Industry Keywords

Investment AdvisoryFinancial ServicesClient SolutionsSales ObjectivesMarket Trends

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
Develop and maintain business relationships with important clients
Promote and sell products and services in accordance with business objectives and strategies
Balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction
Analyze member/client needs, develop and implement personalized solutions, and present integrated service offers
Advise and assist current and potential members and clients
Set goals and advise members and clients on the best solutions and strategies
Collect, compile and analyze data; prepare reports and recommendations
Oversee portfolios, assess customer satisfaction and service quality, and make improvements as needed
Monitor the industry for trends, opportunities and best practices
Liaise with and serve as resource person for external fund providers; share information with investment advisors
Represent Desjardins and enter the organization into important agreements with clients
Establish and negotiate product and service terms

Requirements

What you’ll need

Bachelor's degree in a related field
A minimum of four 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