Securities Advisor: Client Engagement Expert

Desjardins

Full-time Other-General
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Location
val d'or, abitibi témiscamingue, Canada
Posted
July 13, 2026

Job Description

Become a key player as a Securities Advisor, centered on fostering client relationships and driving investment success. Leverage your skills to meet diverse client needs in a dynamic market.
As a Securities Advisor, you are responsible for the full client engagement cycle from prospecting to ongoing management. A general college diploma and a minimum of three years in relevant securities experience are required, alongside proficiency in French. You will analyze client needs, establish effective strategies, and ensure satisfaction through consistent follow-up.
Key Responsibilities:
• Build and maintain advisory relationships with clients
• Address clients' investment goals with tailored solutions
• Compile data for insightful reports and recommendations
• Monitor and enhance service quality across portfolios
• Keep abreast of market trends and opportunities
Requirements:
• General college diploma in a relevant field
• Three years of relevant securities expe...