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Posted: 10/15/2026Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in developing and maintaining client relationships while effectively selling securities products and services. Proficient in analyzing client needs and implementing personalized financial solutions, with a strong focus on risk management and compliance.
Highest-signal resume keywords
Investment Representative RegistrationSecurities SalesClient Relationship ManagementFinancial AnalysisBilingual Proficiency in French and English
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 clients
- Handle complex information requests from clients and 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, help 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
- Process buy and sell orders for stocks, bonds, options and other financial instruments in Canadian dollars and foreign currencies
- Ensure purchase and sale transactions comply with credit standards and report issues
- Inform clients of trading policies and procedures
- Confirm client identities and verify collected information
- Resolve client account management issues
- Monitor the industry for trends, opportunities and best practices
Requirements
What you’ll need- General college diploma in a related field
- A minimum of three years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Registration as an investment representative with CIRO successfully completed, or agreement to complete the Canadian Securities Course (CSC) within six months of hire
- Knowledge of French is required
- Intermediate advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
- 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
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Securities Products KnowledgeMutual FundsExchange-Traded FundsStructured ProductsRisk ManagementFinancial Instruments TradingClient Needs AnalysisSales Strategy DevelopmentTransaction ComplianceAccount Management
Soft Skills
Customer FocusInterpersonal SavvyAction OrientedDrive ResultsNimble Learning
Certifications & Qualifications
Canadian Securities Course (CSC)
Industry Keywords
Investment ServicesFinancial InstrumentsClient AgreementsSales ObjectivesMarket TrendsBusiness RelationshipsTrading PoliciesRisk AssessmentProfitabilityClient Satisfaction