Demonstrates expertise in developing and maintaining business relationships, advising clients on specialized financial products, and analyzing client needs to provide tailored solutions. Proficient in client retention strategies and ensuring high service quality standards.

Highest-signal resume keywords

Registered RepresentativeClient Relationship ManagementSecurities Products SalesData AnalysisBilingual Proficiency in French

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
Handle special information requests from clients and promote and sell specialized products and services
Ensure member/client satisfaction and service quality in accordance with organizational standards and procedures
Analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers
Support current and potential members and clients, represent the organization, and help negotiate agreements with clients
Establish advisory relationships by identifying current and potential needs and supporting client retention
Advise members and clients on specialized products, services and solutions; analyze and meet special client needs, handle requests and follow up as needed
Collect, compile and analyze data; prepare reports and recommendations
Stay current on the latest standards, products and services in the field

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
Accommodations at any stage in the recruitment process

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

Securities ProductsMutual FundsExchange-Traded FundsStructured ProductsClient Needs AnalysisPersonalized Solutions DevelopmentReport Preparation

Soft Skills

Customer FocusInterpersonal SavvyAction OrientedDrive ResultsNimble Learning

Certifications & Qualifications

Registered Representative with CIRO

Industry Keywords

Business RelationshipsClient RetentionService QualityAdvisory RelationshipsSpecialized Products