As an Investment Advisor, you will contribute to the intake, prospecting, solicitation, development or maintenance of business relationships with members and clients. You offer a service that meets the needs of the clientele according to the strategies and practices in effect. This is a supporting role to the DAN referral advisor who is manage a large book of business. More specifically, you will be required to:

• Build strong partnership with our DAN (Desjardins Agent Network)and the DAN Referral Financial advisor Team members
• Develop and maintain personalized business relationships with clients and members
• Provide advice that supports the strategies and business unit and meets the needs or our clients
• Engage and educate clients where needed to support financial empowerment
• Ensure consistency between sales objectives, sound and prudent risk management, profitability and member and customer satisfaction
• Analyze the needs of clients, develop and implement appropriate solutions and present integrated service offers. The nature of the files and of your interventions requires strong knowledge of your sector
• Meet regulatory requirements put forth by the dealer and the regulators
• Provide advice and support to current and potential clients with a continued effort on growth.

• Build strong partnership with our DAN (Desjardins Agent Network)and the DAN Referral Financial advisor Team members
• Develop and maintain personalized business relationships with clients and members
• Provide advice that supports the strategies and business unit and meets the needs or our clients
• Engage and educate clients where needed to support financial empowerment
• Ensure consistency between sales objectives, sound and prudent risk management, profitability and member and customer satisfaction
• Analyze the needs of clients, develop and implement appropriate solutions and present integrated service offers. The nature of the files and of your interventions requires strong knowledge of your sector
• Meet regulatory requirements put forth by the dealer and the regulators
• Provide advice and support to current and potential clients with a continued effort on growth