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Added 2 hours ago
Investment Associate
RBC
Ottawa, ON
Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing…
Added 2 hours ago
Client Advisor
RBC
Meadow Lake, SK
Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 2 hours ago
Associate
RBC
Vancouver, BC
Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 2 hours ago
Administrative Assistant
RBC
Vancouver, BC
Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 2 hours ago
Administrative Sales Assistant
RBC
AB
Full-time
The RBC Dominion Securities branch located in Edmonton is looking for an Administrative Assistant to provide administrative support to a successful Advisory Team.
Added 2 hours ago
Client Advisor
RBC
Moosomin, SK
Part-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 2 hours ago
Client Advisor
RBC
Cross Lake 19, MB
Full-time
…a great career with us as a future Account Manager/Banking…
Added 2 hours ago
Client Advisor
RBC
Ste. Rose, MB
Full-time
…a great career with us as a future Account Manager/Banking…
Added 2 hours ago
Banking Advisor Intern
RBC
Haldimand, ON
Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 2 hours ago
Client Advisor
RBC
Blind River, ON
Part-time
Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds in Canada or the Canadian Securities Course
Added 2 hours ago
Financial Advisor
RBC
Thunder Bay, ON
Full-time
Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
Added 2 hours ago
Associate, Distribution Support, Retail
BMO
Calgary, AB · Toronto, ON
Full-time
Coordinate sales materials, promotional items, and logistics for small meetings, internal initiatives, and advisor-facing engagements.
Added 3 hours ago
Bilingual ADP Sales Manager
Sun Life Québec
Quebec, QC
Full-time
Are you a sales leader who is passionate about coaching, advisor development and helping new advisors build successful careers? The ADP Sales Manager plays a critical role in supporting the…
Added 4 hours ago
Investment Associate
RBC Dominion Securities
Ottawa, ON
Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing…
Added 4 hours ago
Member Relationship Manager
YNCU
London, ON
Full-time
…Neighbourhood Credit Union (YNCU) members. As a trusted financial advisor, you will help members with their everyday banking, credit, and investment needs. Through exceptional and caring…
Added 4 hours ago
Private Wealth Manager
Cardinal Point Wealth Management, ULC
Toronto, ON
Full-time
Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information…
Added 4 hours ago
Associate Investment Advisor I
TD
Toronto, ON
Full-time
…one-on-one relationship with a dedicated and professional Investment Advisor, while maintaining active participation in decisions regarding their investment portfolio. It's a very special…
Added 4 hours ago
Business Development Partner
Sun Life
Abbotsford, BC
Full-time
Source candidates for the Sun Life advisor role through community contacts and other sources of referrals, centres of influence.
Added 4 hours ago
Associate Financial Advisor - Rouyn-Noranda
CIBC
Rouyn-Noranda, QC · Principale & Perreault
Full-time
…difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple,…
Added 5 hours ago
Training Specialist-Bilingual
CIBC
Toronto, ON
Full-time
…date on all supported applications and integration with the advisor’s business to ensure effective delivery of the training and that the training material is effectively maintained and…
Added 5 hours ago
Financial Advisor CIRO-ID (Urban) [Commerce Court Branch]
CIBC
Toronto, ON
Full-time
…services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and…
Added 8 hours ago
Wealth Advisor
ATB
Red Deer, AB
Full-time
As ATB's next Wealth Advisor, you will be working under the leadership of the Regional Director and will be responsible for the investment advice and holistic financial planning needs of…
Added 9 hours ago
Client Advisor
Royal Bank of Canada
Blind River, ON
Part-time
Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds in Canada or the Canadian Securities Course
Added 9 hours ago
Client Advisor
Royal Bank of Canada
MB · STE. ROSE, Manitoba
Full-time
…a great career with us as a future Account Manager/Banking…
Added 9 hours ago
Financial Advisor
Royal Bank of Canada
Thunder Bay, ON
Full-time
Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…

Desjardins

Advisor, Securities

Gatineau, QC, Canada

Job type: Full-time
Apply by: Oct 12, 2026
Posting language: English
Posted: Sep 25, 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 help develop and maintain business relationships with members and clients. You drive results to handle special information requests from clients and promote and sell specialized products and services in accordance with your unit’s business objectives and strategies. You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. You help analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers. You support current and potential members and clients, represent the organization, and help negotiate agreements with clients. Interpersonal savvy is therefore essential. More specifically, you will be required to:

Establish an advisory relationship by identifying current and potential needs and supporting client retention
Advise members and clients on specialized products, services and solutions and ensure member/client satisfaction. Analyze and meet special client needs, handle requests and follow up as needed
Collect, compile and analyze data. Prepare reports and recommendations
Stay on top of the latest standards, products and services in your field.

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

College diploma in a related field
A minimum of two years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Strong communication skills in both French and English, both oral and written due to the nature of the duties or work tools or because the position involves interactions with english-speaking partners, members and/or clients

Action oriented, Customer Focus, Differences, Drive results, 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

2026-10-11

Apply About employer

More about this job

Responsibilities

The advisor is responsible for developing and maintaining business relationships while selling specialized securities products and services to meet client needs. They must analyze client requirements, provide personalized solutions, and ensure high-quality service in accordance with organizational standards.

Requirements

Candidates must possess a college diploma in a related field and at least two years of relevant experience. Strong communication skills in both English and French are required to interact effectively with diverse partners and clients.

Skills

Securities advisory
Business development
Discretionary management
Mutual funds
Exchange-traded funds
Structured products
Sales
Data analysis
Reporting
Communication
Interpersonal savvy
Customer focus
Action oriented
Negotiation

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
Discretionary Management
Mutual Funds
Exchange-Traded Funds
Structured Products
Client Retention
Financial Reporting
Hybrid Work
Pension Plan
Telemedicine
Sales
Customer Service
Data Analysis
Negotiation
Communication Skills
Equity
Diversity
Inclusion

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