Advisor, Securities - Remote

Overview

As an investment assistant, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients, focusing on selling securities products and services.

In Short

• Assist in developing and maintaining business relationships with clients.
• Sell securities products through various distribution channels.
• Drive results to handle special information requests from clients.
• Ensure client satisfaction and service quality.
• Analyze client needs and propose personalized solutions.
• Provide administrative assistance in compliance and budget management.
• Supervise client cheque deposits and operational tasks.
• Recruit and hire administrative staff for branches.
• Represent the organization and negotiate agreements.
• Knowledge of French is required.

Requirements

• General college diploma in a related field.
• Minimum of two years of relevant experience.
• Other combinations of qualifications may be considered.
• Drive results and interpersonal savvy are essential.

Benefits

• Competitive salary and annual bonus.
• 4 weeks of flexible vacation starting in the first year.
• Defined benefit pension plan.
• Group insurance including telemedicine.
• Reimbursement of health and wellness expenses and telework equipment.