Advisor, Securities - Salaberry-de-Valleyfield
4 weeks ago
Job Summary
This securities advisor role involves serving members and clients by developing business relationships through various distribution channels based on their needs. Key focus areas include discretionary management of mutual funds exchange-traded funds structured products maintaining client satisfaction service quality handling special information requests promoting selling specialized services.
- Establish advisory relationship identifying current potential needs supporting client retention
- Advise members clients on specialized products services ensuring member/client satisfaction analyzing meeting special client needs handling requests following up as needed
Job description
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