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Added 1 min ago
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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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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

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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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