Advisor, Securities
Hybrid · Laval, Quebec, Canada
Job Summary
Advisor, Securities role focusing on selling securities products and services across discretionary management, mutual funds, ETFs and structured products. Responsible for developing and maintaining client relationships, promoting integrated service offers, and ensuring client satisfaction. Provides administrative assistance in compliance, budget monitoring, and managing administrative staff for branches; acts as a resource on policies/procedures, resolves operational issues with support services, coordinates tasks like client cheque deposits and interest management for new issues, and supports recruiting/hiring administrative staff. Emphasizes interpersonal savvy, client-focused service, and collaboration with branch colleagues. The position is described as hybrid within Laval, Canada.
Required Qualifications
- College diploma in a related field
- Minimum of two years of relevant experience
- Knowledge of French is required
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