Advisor, Securities - Montréal, Canada - Desjardins
Description
As a Customer Service Representative, 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 actively develop and maintain business relationships with your clients.You drive results to handle complex information requests from clients and promote and sell products and services in accordance with your unit's business objectives and strategies.
You balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction. You work with clients who have development potential for your sector. You analyze member/client needs, help develop and implement personalized solutions, and propose integrated service offers. You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into agreements with clients. You also have opportunities to establish and negotiate product and service terms in accordance with standards and procedures. Interpersonal savvy is therefore essential.More specifically, you will be required to:
- Prepare the necessary documentation for member and client meetings-
- Complete account openings, forms and securities transactions as directed by the advisor(s)
- Handle certain queries, perform the necessary research and propose solutions tailored to member and client needs
- Take part in producing reports and statistics and preparing related documents
What you bring to the table- Bachelor's degree in a related field- A minimum of 1 year 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
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
More jobs from Desjardins
-
Specialist - Application Performance
Québec, Canada - 3 weeks ago
-
Conseiller(ère) - Finances Personnelles
Saint-apollinaire, Canada - 1 week ago
-
Conseiller principal ou conseillère principale, Risques opérationnels, Projets
Montreal, Canada - 3 weeks ago
-
Program Manager
Québec, Canada - 2 days ago
-
Agent(E) - conseil - Expérience Membres Et Clients
Dolbeau-mistassini, Canada - 1 week ago
-
Analyste - Surveillance Et Prévention - Service
Québec, Canada - 1 week ago