Conseiller adjoint ou conseillère adjointe en gestion de patrimoine

Description du poste

As a securities 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 develop and maintain business relationships with members and clients. You drive results to handle special information requests from clients and promote and sell specialized products and services in accordance with your unit’s business objectives and strategies. You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures.
You help analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers. You support current and potential members and clients, represent the organization, and help negotiate agreements with clients. Interpersonal savvy is therefore essential. More specifically, you will be required to :

• Establish an advisory relationship by identifying current and potential needs and supporting client retention

• Advise members and clients on specialized products, services and solutions and ensure member/client satisfaction. Analyze and meet special client needs, handle requests and follow up as needed

• Collect, compile and analyze data. Prepare reports and recommendations

• Stay on top of the latest standards, products and services in your field.

Ce que nous offrons

• 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

#LI-Hybrid

Qualifications

• General college diploma in a related field

• A minimum of two years of relevant experience

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

• Knowledge of French is required

Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

Trade Union (If applicable)