Advisor, Securities - Montreal

This role involves supporting investment advisors with administrative tasks related to securities account management. · ...

You play a hands-on role supporting the advisors by performing all the administrative and operational tasks involved in securities account management. · Prepare the necessary documentation for member and client meetings. · Manage the advisors' calendars and voicemail. · Complete ...

As a security advisor, you help develop and optimize security measures to align with corporate objectives by planning, implementing and overseeing best practices to strengthen Desjardins's security posture. · ...

Serve and develop business relationships with members and clients to sell securities products and services. · ...

We are seeking a security advisor to help develop and optimize security measures to align with corporate objectives by planning, implementing and overseeing best practices to strengthen Desjardins's security posture. · ...

This is a temporary position for 12 months as a security advisor at Desjardins. You will help develop and optimize security measures to align with corporate objectives by planning, implementing and overseeing best practices to strengthen Desjardins's security posture. · Diagnose ...

+This is a temporary position for 12 months as a security advisor. The role involves developing and optimizing security measures to align with corporate objectives by planning, implementing and overseeing best practices. · ...

As a security advisor at Desjardins you help develop and optimize security measures by planning implementing overseeing best practices to strengthen their security posture. · ...

+As a Securities Advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. · Establish an advisory relationship by identifying current and potential needs and supporting client retention · Advise members and clients ...

This position involves developing and optimizing security measures to align with corporate objectives by planning, implementing and overseeing best practices to strengthen Desjardins's security posture. · Diagnose issues, risks, needs and challenges for your line of work to deter ...

As an investment assistant you play a hands-on role supporting advisors by performing administrative and operational tasks involved in securities account management. · ...

You help prevent analyze and develop guidelines for suspicious and fraudulent transactions assist with compliance internal controls crisis management security of personal information property advise clients partners develop tools methods processes propose recommendations solution ...

+As a securities advisor you will help serve prospect for solicit and develop and maintain business relationships with members and clients. · +Establish an advisory relationship by identifying current and potential needs and supporting client retention · + ...

Serve and prospect for clients to develop business relationships and sell securities products through various channels. · Solicit and develop business relationships with members and clients · Promote and sell securities products based on member/client needs · ...

As securities advisor, you help serve prospect for solicit and develop maintain business relationships with members clients drive results to handle complex information requests from clients promote sell products services in accordance unit’s business objectives strategies balance ...

Serve and develop business relationships with members and clients to sell securities products and services through various channels based on their needs. Focus areas include discretionary management and mutual funds. · ...

As an investment assistant you help serve prospect for solicit and develop business relationships with members clients. You sell securities products services through distribution channels based on member/client needs strategies practices. · ...

This job involves serving and prospecting for members and clients to develop business relationships. The role entails selling securities products and services through various channels based on client needs. · ...

Serve business relationships with members clients solicit develop maintain assist in areas compliance budget monitoring management administrative staff manager large branch group branches serve resource person employees policies procedures methods operational interpersonal proble ...

You will help serve, prospect for, solicit and develop and maintain business relationships with members and clients. You will sell securities products and services through various distribution channels based on member/client needs and current strategies and practices. · ...