Job Description

Responsibilities

  • Help serve, prospect for, solicit, and develop and maintain business relationships with members and clients
  • Help sell securities products and services through various distribution channels
  • Analyze member/client needs and develop personalized solutions
  • Establish an advisory relationship and advise clients on the best solutions and strategies
  • Collect, compile and analyze data and prepare reports and recommendations
  • Oversee portfolios and monitor customer satisfaction

Requirements

  • 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

...

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