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Added 7 mins ago
Banking Advisor
National Bank of Canada
Montreal, QC
Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 7 mins ago
Banking advisor
National Bank of Canada
Repentigny, QC
Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 7 mins ago
BANKING ADVISOR
National Bank of Canada
Laval, QC
Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 7 mins ago
Wholesaler/Advisor Investment Consultant
Cidel
Toronto, ON
Full-time
Portfolio Integration: Consult with advisors and advisor teams to demonstrate how Lorica’s SMA strategies fit within various client portfolio models.
Added 7 mins ago
Leak Detection Advisor
SGS
Calgary, AB
Full-time
Streamline Control is seeking a Leak Detection Advisor to support the delivery of computational pipeline monitoring (CPM) advisory services to oil and gas pipeline clients across western…
Added 7 mins ago
Leak Detection Advisor
SGS
Calgary, AB
Full-time
Streamline Control is seeking a Leak Detection Advisor to support the delivery of computational pipeline monitoring (CPM) advisory services to oil and gas pipeline clients across western…
Added 9 mins ago
Wealth Management Advisor
Desjardins
Quebec, QC · Caisse Desjardins de Sainte-Foy
Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 9 mins ago
Advisor, Marketing
Desjardins
Levis, QC · Montreal, QC
Full-time
As a marketing advisor, you help develop and update the organization’s products and services to meet member/client needs and support business development. You analyze market needs and…
Added 9 mins ago
Personal Finance Advisor
Desjardins
Sudbury, ON · Caisse Desjardins Ontario_Sudbury-Lasalle (MT)
Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 9 mins ago
Wealth Management Advisor
Desjardins
Saint-Ubalde, QC · Caisse Desjardins de l'Ouest de Portneuf
Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 9 mins ago
Senior Associate - Wealth Management (Global Client Group)
Dimensional Fund Advisors
Toronto, ON
Full-time
…current relationships with financial advisors. By putting the client first, we strive to transform the way the world invests, and our solutions are a testament to the value provided to our…
Added 9 mins ago
Analyst/Associate - Wealth Management (Global Client Group)
Dimensional Fund Advisors
Toronto, ON
Full-time
The Canadian Wealth Management Group is part of Dimensional’s Global Client Group (GCG). GCG is Dimensional’s distribution arm, comprising sales channels that target a diverse client set.…
Added 9 mins ago
Administrative Assistant, Wood Gundy-Bilingual
CIBC
Sherbrooke, QC
Full-time
As an Administrative Assistant you will be responsible for providing administrative support to the Investment Advisor team in our Wood Gundy brokerage. You’ll work closely with the team of…
Added 9 mins ago
Financial Associate (RR licensed) CIBC Wood Gundy
CIBC
Toronto, ON
Full-time
…uncover business opportunities, and proactively improve the client…
Added 9 mins ago
Financial Advisor - CIRO-MFD/AMF
CIBC
Pointe-Claire, QC
Full-time
As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client…
Added 9 mins ago
Administrative Assistant
CIBC
Regina, SK
Full-time
…responsible for providing administrative support to the Investment Advisor team in our Wood Gundy brokerage. You’ll work closely with the team of Advisors as they plan and manage client…
Added 9 mins ago
Digital - Consultant
Hatch
Mississauga, ON
Build and maintain trusted advisor relationships with senior client stakeholders across operations, technology
Added 24 mins ago
Research Director, IT Financial Management
Info-Tech Research Group
Canada
Full-time
Client Interaction & Facilitation - Leads calls and benchmark engagements with C-suite Members; facilitates discussion and builds trusted-advisor standing.
Added 37 mins ago
Associate
RBC Dominion Securities
Toronto, ON
Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 37 mins ago
Business Development Director, Individual Insurance - Ontario
Humania Assurance Inc.
ON · Ontario, Canada
Full-time
…your first day of employment, including access to telemedicine services and an employee assistance…
Added 37 mins ago
Représentant(e) des ventes et du développement des affaires
Global Payments Inc.
AB · Edmonton, AB
Full-time
…and software solutions that fuel their success. As a trusted advisor and relationship builder, you'll create new opportunities, expand our client base, and influence how businesses operate…
Added 37 mins ago
Représentant(e) des ventes et du développement des affaires
Global Payments Inc.
Quebec, QC · Greater Quebec City Metropolitan Area
Full-time
…and software solutions that fuel their success. As a trusted advisor and relationship builder, you'll create new opportunities, expand our client base, and influence how businesses operate…
Added 37 mins ago
Représentant(e) des ventes et du développement des affaires
Global Payments Inc.
Halifax, NS
Full-time
…and software solutions that fuel their success. As a trusted advisor and relationship builder, you'll create new opportunities, expand our client base, and influence how businesses operate…
Added 37 mins ago
Représentant(e) des ventes et du développement des affaires
Global Payments Inc.
Montreal, QC
Full-time
…and software solutions that fuel their success. As a trusted advisor and relationship builder, you'll create new opportunities, expand our client base, and influence how businesses operate…
Added 37 mins ago
Manager, Branch Administrator
Richardson Wealth
Ottawa, ON
Full-time
Implement company policies, programs and processes to enhance the Investment Advisor Team(s) and client experience

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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