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Added 10 mins ago
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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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