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Added 9 mins ago
Bilingual Dealer Experience Advisor (Spanish and English)
Napoleon
Barrie, ON
Full-time
Title: Dealer Experience Advisor (Bilingual English/Spanish)
Added 9 mins ago
Parts Clerk
Steele Auto Group
Fredericton, NB
Full-time
As a Parts Advisor you will play a crucial role in ensuring the smooth operation of the parts department. Your responsibilities will include direct interaction with customers, suppliers,…
Added 9 mins ago
Financial Services Associate - Full Time - 15 Month Contract
Meridian Credit Union
Hamilton, ON
$60,000 to $64,000 CAD / year
Full-time
…providing tools that reduce complexity, offering the right information, and motivating our Members to reach their overall financial…
Added 22 mins ago
Senior Advisor, Trust Services
Laurentian Bank
Montreal, QC
Full-time
Senior Advisor for all activities offered and supported through the Laurentian trust entities: bare trustee activities, individual/direct clients and strategic deposit activities.
Added 22 mins ago
Senior Operations Manager (Programs/Services)-EN
Canadian Forces Morale and Welfare Services
AB · Edmonton, AB
$112,490 to $140,650 CAD / year
Full-time
…value of building strong relationships and will be the trusted advisor for your team and external stakeholders at your…
Added 22 mins ago
Senior Manager, Client & Advisory Services-EN
Canadian Forces Morale and Welfare Services
Ottawa, ON
$112,490 to $140,650 CAD / year
Full-time
…will play a key leadership role in strengthening client and advisor support across SISIP Financial. You will lead a virtual team of licensed and unlicensed professionals, enhance…
Added 24 mins ago
BDC/Appointment Coordinator
Tusket Ford
Tusket, NS
Full-time
Maintaining accurate customer information and appointment details
Added 24 mins ago
Human Resources Business Partner, 1 year Term
Cloud5 Communications
Saint John, NB
Full-time
As a Human Resources Business Partner (HRBP), you will serve as a trusted advisor to leaders providing guidance and coaching on employee relations, talent development, leadership…
Added 24 mins ago
Senior Customer Engineer, Named - Toronto Canada
Cloudflare
Toronto, ON
The Customer Engineer (CE) is the core driver of our technical go-to-market strategy: a trusted technical advisor and primary architect of the customer journey. You will bridge the gap…
Added 39 mins ago
Technology Program Manager
MNP
AB · Calgary, AB
Full-time
Drive governance initiatives and programs that strengthen data quality, ownership, lifecycle management, information protection, and AI readiness
Added 39 mins ago
Administrative Assistant, Consumer Insolvency
MNP
Kitchener, ON
Full-time
…firm by supporting internal and external clients. As a trusted advisor, you’ll ensure the efficient and effective operation of our business. This is an in office…
Added 39 mins ago
Workplace Practices Advisor and Investigator
Air Canada
Dorval, QC
Full-time
…resolution and conciliation processes, supports intake and case management functions, assists senior investigators on complex, sensitive, or high-risk matters, and contributes to workplace…
Added 52 mins ago
Banking Advisor
National Bank of Canada
Val-d'Or, QC
Full-time
…Digital literacy, Driving Results, Empathy, Finance, Funding, Information Analysis, Insurance, Investments, Learning Agility, Mortgage Lending, Oral Communication, Personal Banking,…
Added 52 mins ago
Deputy City Solicitor, Planning, Development & Real Estate Law
City of Mississauga
Mississauga, ON
Full-time
Reporting to the Director, Legal Services and serving as a member of the Legal Services Management Team, the Deputy City Solicitor provides leadership to the Real Estate, Planning &…
Added 1 hour ago
People & Culture Program Advisor
FortisAlberta
Calgary, AB
Diploma or degree in Human Resources, Business Administration, Disability Management, Information Systems, or a related discipline.
Added 1 hour ago
Co-op Accountant, Assurance and Accounting (January 2027)
ACCA Careers
London, ON
Temporary
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 1 hour ago
People & Culture Program Advisor
FortisAlberta
Spruce Grove, AB
Full-time
· Diploma or degree in Human Resources, Business Administration, Disability Management, Information Systems, or a related discipline.
Added 1 hour ago
Senior Director, Enterprise Technology Services
Federation of Canadian Municipalities
Ottawa, ON · Greater Ottawa Metropolitan Area
Full-time
…operational excellence, and sustainable growth. As a trusted advisor and strategic business partner, the Senior Director works closely with leaders across FCM and its programs to understand…
Added 1 hour ago
Services vétérinaires, Animaux de compagnie / Companion Animal Veterinary Services
Merck Canada
Ottawa, ON
Full-time
…d’affaires Animaux de compagnie. Cela comprend la fourniture d’information scientifique et de formation technique afin de soutenir l’expertise technique des représentants sur le terrain et…
Added 1 hour ago
Communication Specialist – Indirect Tax
Kingston Ross Pasnak LLP
AB · Edmonton, AB
Full-time
…it. This position will report directly to the Indirect Tax Advisor and truly has unlimited growth potential. Indirect tax is very niche area of taxation and is in no way your typical…
Added 1 hour ago
Services vétérinaires, Animaux de compagnie / Companion Animal Veterinary Services
Merck Canada
Montreal, QC
Full-time
…d’affaires Animaux de compagnie. Cela comprend la fourniture d’information scientifique et de formation technique afin de soutenir l’expertise technique des représentants sur le terrain et…
Added 1 hour ago
Services vétérinaires, Animaux de compagnie / Companion Animal Veterinary Services
Merck Canada
Saint-Hyacinthe, QC · St-Hyacinthe, QC
Full-time
…d’affaires Animaux de compagnie. Cela comprend la fourniture d’information scientifique et de formation technique afin de soutenir l’expertise technique des représentants sur le terrain et…
Added 1 hour ago
Senior Communications Advisor, Digital Content
TransLink
Vancouver, BC · Greater Vancouver, BC
$84,480 to $126,720 CAD / year
Full-time
Develops, updates, maintains and improves digital content libraries, templates, production workflows and asset management systems.
Added 1 hour ago
Services vétérinaires, Animaux de compagnie / Companion Animal Veterinary Services
Merck Canada
Kirkland, QC
Full-time
…d’affaires Animaux de compagnie. Cela comprend la fourniture d’information scientifique et de formation technique afin de soutenir l’expertise technique des représentants sur le terrain et…
Added 1 hour ago
Senior Manager, Supplier Relationship Management
RBC
Toronto, ON
Full-time
Join our Enterprise Supplier Management and Procurement Operations services team as a Senior Manager where you'll shape the future of how we work with our most critical business partners.…

Desjardins

Advisor, Securities

Montreal, QC, Canada
Complexe Desjardins Montréal, Canada

Job type: Full-time
Apply by: Oct 10, 2026
Posting language: English
Posted: Sep 24, 2026

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Applications open in a new tab.

Original job description

As a securities advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services through various distribution channels based on member/client needs and current strategies and practices. Your focus areas include discretionary management, mutual funds, exchange-traded funds and structured products. You develop and maintain business relationships with important clients. You drive results by promoting and selling products and services in accordance with your unit’s business objectives and strategies. You balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction. You work with clients with complex and diverse needs and significant development potential for your sector. You analyze member/client needs, develop and implement personalized solutions, and present integrated service offers. Your complex work and initiatives require extensive knowledge of your line of business. You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into important agreements with clients. You also have many opportunities to establish and negotiate product and service terms. Interpersonal savvy is therefore essential. More specifically, you will be required to:

Set goals and advise members and clients on the best solutions and strategies
Collect, compile and analyze data. Prepare reports and recommendations
Oversee portfolios. Assess customer satisfaction and service quality, follow up and make improvements as needed
Monitor the industry to stay on top of the latest trends, opportunities and best practices in your field
Liaise with and serve as resource person for external fund providers. Share information with investment advisors.

What we offer*

Competitive salary and annual bonus
4 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

* Benefits apply based on eligibility criteria.

What you bring to the table

Bachelor's degree in a related field
A minimum of four years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Knowledge of French is required

Action oriented, Business insight, Customer Focus, Differences, Interpersonal Savvy, Nimble learning

Equity, Diversity, Inclusion and Accessibility

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Trade Union (If applicable)

Job Family

Member/client sales and service (FG)

Unposting Date

2026-10-9

Apply About employer

More about this job

Responsibilities

The securities advisor is responsible for developing and maintaining business relationships while selling securities products and services to meet client needs. They also analyze data, oversee portfolios, and implement personalized financial solutions in alignment with business objectives.

Requirements

Candidates must hold a bachelor's degree in a related field and possess a minimum of four years of relevant experience. Proficiency in French is also required for this role.

Skills

Securities advisory
Business development
Portfolio management
Sales
Risk management
Data analysis
Financial reporting
Interpersonal savvy
Strategic planning
Mutual funds
Exchange-traded funds
Structured products
Discretionary management

Benefits

Competitive salary
Annual bonus
4 weeks of flexible vacation
Defined benefit pension plan
Group insurance
Telemedicine
Reimbursement of health and wellness expenses
Telework equipment

Visa sponsorship

Not detected in the job text

Keywords

Securities
Advisor
Business Development
Portfolio Management
Mutual Funds
Exchange-Traded Funds
Structured Products
Risk Management
Financial Services
Client Relations
Data Analysis
Reporting
Investment
Sales
Hybrid Work
Desjardins

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