About this role
Role Overview
- Assist in serving, prospecting for, soliciting, developing, and maintaining 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
- Analyze member/client needs, develop and implement personalized solutions, and propose integrated service offerings
- Provide administrative support in the areas of compliance, budget monitoring, and management of administrative staff to the manager of a large branch or a group of branches
- Serve as a resource for all employees regarding policies, procedures, methods, and operational and interpersonal problem-solving
- Supervise the deposit of client cheques and handle complex operational tasks
- Proactively assist in recruiting and hiring administrative staff for your branch or branches
Requirements
- College diploma (Attestation of Collegial Studies)
- Minimum of three years of relevant experience
- Mutual fund representative certificate — Autorité des marchés financiers (AMF)
- Proficiency in French is required
- Action oriented
- Customer focus
- Values diversity
- Drive for results
- Interpersonal savvy
- Ability to learn quickly (nimble learning)
Benefits
- Competitive salary and annual bonus
- Four 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