Demonstrates expertise in client relationship management, data analysis, and personalized financial solutions. Proficient in advising clients on securities products and maintaining high customer satisfaction through effective communication and strategic planning.

Highest-signal resume keywords

Registered RepresentativeClient Relationship ManagementData AnalysisSecurities Products SalesBilingual Proficiency in French

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
Focus on discretionary management, mutual funds, exchange-traded funds and structured products
Develop and implement personalized solutions and propose integrated service offers
Advise and assist current and potential members and clients
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

College diploma in a related field
A minimum of three years of relevant experience
Other combinations of qualifications and relevant experience may be considered
To be registered, or eligible for registration, as a Registered Representative with CIRO
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
Hybrid work arrangement

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

Data CompilationReport PreparationPortfolio OversightDiscretionary ManagementMutual FundsExchange-Traded FundsStructured ProductsClient Needs AssessmentGoal SettingSolution Development

Soft Skills

Customer FocusInterpersonal SavvyAction OrientedDrive ResultsNimble Learning

Certifications & Qualifications

Registered Representative with CIRO

Industry Keywords

Client RetentionBusiness RelationshipsService QualityIndustry TrendsIntegrated Service Offers