Investment advisor, Securities

June 25, 2020

(Work place: Montréal)

Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.

Job Level

NV-10As a securities investment 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 drive results and 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 maintain business relationships with important clients with complex, diverse needs. 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. Interpersonal savvy is therefore essential. 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.

Other working conditions

  • Number of jobs available : 5

Qualifications

  • Bachelor’s degree in a related field
  • A minimum of 6 years of relevant experience

Please note that other combinations of qualifications and relevant experience may be considered

  • Registered investment advisor - Autorité des marchés financiers
  • Successful completion of the Canadian Securities Course and the Conduct and Practices Handbook Course (required)
  • For vacant positions available in Quebec, please note that knowledge of French is required

Desjardins Cross-sector skills

Action oriented, Collaborates, Customer Focus, Innovation

Key competencies for the job

Drive results, Interpersonal Savvy

Work Location

1170, rue Peel Montréal

Trade Union

Non Syndiqué

Unposting Date

2020-07-10

Job Family

Member/client sales and service (FG)

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