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 a strong focus on customer service and results-driven strategies.

Highest-signal resume keywords

Registered RepresentativeClient Relationship ManagementData AnalysisBilingual Proficiency in FrenchSales of Securities Products

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
Promote and sell specialized products and services in accordance with business objectives and strategies
Support current and potential members and clients, represent the organization, and help negotiate agreements with clients

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
Registered, or eligible for registration, as a Registered Representative with CIRO
Proficiency of 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

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Hard Skills

Data AnalysisReport PreparationSales TechniquesClient Needs AssessmentProduct Knowledge

Soft Skills

Customer FocusInterpersonal SavvyAction OrientedDrive ResultsNimble Learning

Certifications & Qualifications

Registered Representative with CIRO

Industry Keywords

Client RetentionBusiness RelationshipsSecurities ProductsAdvisory RelationshipNegotiation