Senior Advisor, Securities job opportunity at Desjardins Group.

Home Jobs In Canada Tag: Securities Senior Advisor, Securities position at Desjardins Group


DateMore Than 30 Days Ago bot
Desjardins Group Senior Advisor, Securities
Experience: General
Pattern: full-time
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Securities

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loacation Montréal, Canada
loacation Montréal....Canada

As a senior 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 provide wealth management services to members and clients and offer guidance on securities. You work with private wealth managers to prepare and present integrated service offers tailored to clients. You balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction. You provide members/clients with advisory services that take their personal and financial situations into account and help them choose the right solutions for their investment goals. You maintain business relationships with important clients with complex, diverse needs. Your work and initiatives require extensive knowledge of the organization and your line of business. You serve as specialist and resource person for clients and practitioners. You represent Desjardins and enter the organization into agreements with clients. You also have leeway and many opportunities to establish and negotiate product and service terms. More specifically, you will be required to: You advise and help your clients and partners position, plan, design, execute and monitor strategic initiatives and projects. You develop and update policies, standards, models and programs to support your unit’s strategic initiatives and projects. You identify, analyze and diagnose major issues and make recommendations to decision-making bodies. You frequently represent your unit before decision-making bodies. You represent Desjardins’s position when making agreements with external partners and organizations. 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. What you bring to the table Bachelor's degree in a related field A minimum of six years of relevant experience Please note that other combinations of qualifications and relevant experience may be considered Knowledge of French is required Available for travel in Drummondville and Victoriaville Action oriented, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Strategic mindset Trade Union (If applicable) 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! Job Family Member/client sales and service (FG) Unposting Date 2026-01-31

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