Advisor, Securities

Job summary

The advisor will prospect, develop, and maintain business relationships with clients while selling specialized securities products and services. They are responsible for analyzing client needs, implementing personalized solutions, and ensuring high-quality service standards.

Job details

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 *Benefits apply based on eligibility criteria. #LI-Hybrid What you bring to the table General college diploma in a related field A minimum of two years of relevant experience Please note that other combinations of qualifications and relevant experience may be considered Knowledge of French is required Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning Equity, Diversity, Inclusion and Accessibility 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. If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask! Trade Union (If applicable) Job Family Member/client sales and service (FG) Unposting Date 2026-09-25

What you’ll do

The advisor will prospect, develop, and maintain business relationships with clients while selling specialized securities products and services. They are responsible for analyzing client needs, implementing personalized solutions, and ensuring high-quality service standards.

Requirements

The candidate must hold a general college diploma in a related field and possess at least two years of relevant experience. Proficiency in French is required, along with strong interpersonal and analytical skills.

Benefits

• Competitive salary • Annual bonus • Flexible vacation • Defined benefit pension plan • Group insurance • Telemedicine • Health and wellness expense reimbursement • Telework equipment

Listed skills

• Data analysis · Preferred
• Sales · Preferred
• Reporting · Preferred
• Client Relationship Management · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Securities advisory
• Business development
• Client relationship management
• Discretionary management
• Mutual funds
• Exchange-traded funds
• Structured products
• Sales
• Data analysis
• Reporting
• Interpersonal savvy
• Customer focus
• Action oriented
• Nimble learning
• Report Writing
• Action Oriented
• Experimental Learning
• Sales Prospecting
• Business Objectives
• Management
• Customer Service
• Equities
• French Language
• Structured Product
• Telehealth
• Securities (Finance)

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support
• Management & Leadership
• Security Advisor
• Personal Financial Advisor (General)
• Financial and Investment Advisers
• Personal Financial Advisors