Assistant Advisor, Securities - Brossard, Canada - Desjardins

Desjardins

Verified Company

Brossard, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

The incumbent supports an investment advisor or team of investment advisors while providing professional and efficient customer service and ensuring the sound administrative management of client accounts, in accordance with the firm's policies and procedures and the regulatory standards of the securities industry.

This person handles information requests from clients and assumes various operational support responsibilities specific to the advisor or team's activities, including carrying out trades on behalf of clients according to the investment advisor(s) instructions.

As a securities advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients.

You help sell securities products and services through various distribution channels based on member/client needs and current strategies and practices.

Your focus areas include discretionary management, mutual funds, exchange-traded funds and structured products. You help develop and maintain business relationships with members and clients.

You drive results to handle special information requests from clients and promote and sell specialized products and services in accordance with your unit's business objectives and strategies.

You ensure member/client satisfaction and service quality in accordance with the organization's standards and procedures. You help analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers. You support current and potential members and clients, represent the organization, and help negotiate agreements with clients. Interpersonal savvy is therefore essential.

More specifically, you will be required to:

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 your field.

What we offer*- 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

What you bring to the table

College diploma in a related field
A minimum of 2 years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Knowledge of French is required

Drive results, Interpersonal Savvy

LI-Hybrid

Trade Union

Non Syndiqué

At Desjardins, we believe in equity, diversity and inclusion.

We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all.

At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

Job Family

Member/client sales and service (FG)

Unposting Date