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Desjardins Security Advisor Role

Company

Role, Inc.

Location

trois rivières, mauricie

Posted

July 04, 2026

Position Overview

Step into the role of Security Advisor at Desjardins and enhance client relations through expert financial guidance. This hybrid position combines advisory duties with client-focused services.

As a Security Advisor, your responsibilities will include managing relationships with members and clients while selling various securities products like exchange-traded funds and structured financial instruments. You'll utilize your interpersonal expertise to solicit and develop tailored solutions that meet clients' needs. Your role also involves maintaining service quality and driving business results.

Key Responsibilities:
• Drive client relationship building and securities sales
• Assist with compliance and budget administration
• Oversee complex operational tasks in branches
• Facilitate recruitment and onboarding of staff
• Address and resolve operational issues effectively

Requirements:
• General college diploma in r...

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