Advisor, Securities
Hybrid · Brossard, Quebec, Canada or Salaberry-de-Valleyfield, Quebec, Canada
Job Summary
Advisor, Securities role supporting member/client sales and service; helps develop and maintain business relationships with members/clients; promotes and sells securities products and services (discretionary management, mutual funds, ETFs, structured products) through various distribution channels; analyzes member/client needs, develops personalized solutions, and proposes integrated service offers; provides administrative assistance in compliance, budget monitoring, and management of administrative staff to the manager of a large branch or group of branches; handles logistics for employee onboarding/offboarding and recruitment of administrative staff; emphasizes interpersonal savvy and customer focus; offers competitive compensation, group insurance, pension plan, telework equipment, and flexible vacation.
Required Qualifications
- General college diploma in a related field
- A minimum of two years of relevant experience
Additional Requirements
- Knowledge of French is required
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