Securities Advisor

Desjardins

Securities advisor developing and maintaining business relationships with clients and selling securities products through various channels. Analyzing needs, implementing solutions, and driving results.

Posted 7/3/2026full-timeTrois-Rivières • 🇨🇦 CanadaMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

As a securities advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients.
Sell securities products and services through various distribution channels based on member/client needs and current strategies and practices.
Drive results by reviewing complex information requests and promoting and selling products and services based on your unit’s business objectives and strategies.
Work with clients who have development potential for your sector.
Analyze member/client needs, help develop and implement personalized solutions, and propose integrated service offers.
Advise and assist current and potential members and clients.
Represent Desjardins and enter the organization into agreements with clients.
Establish and negotiate product and service terms in accordance with standards and procedures.

Requirements

What you’ll need

General college diploma in a related field
A minimum of three years of relevant experience
Knowledge of French is required
Action oriented
Customer Focus
Differences
Drive results
Interpersonal Savvy
Nimble learning

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Customer FocusInterpersonal SavvyAction OrientedNimble LearningDrive Results