Find work in Canada.

327,182 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 46 mins ago
Branch Operations Manager
RBC Dominion Securities
Newmarket, ON
Full-time
The RBC Dominion Securities Management team located in Newmarket is looking for a Branch Operations Manager to join their team! The Branch Operations Manager fulfils a leadership role in…
Added 1 hour ago
Branch Operations Manager
RBC
Newmarket, ON
Full-time
The RBC Dominion Securities Management team located in Newmarket is looking for a Branch Operations Manager to join their team! The Branch Operations Manager fulfils a leadership role in…
Added 2 hours ago
Client Advisor
RBC
Oakville, ON
Part-time
…a great career with us as a future Account Manager/Banking…
Added 2 hours ago
Banking Advisor
RBC
Nelson, BC
Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 2 hours ago
Branch Manager Advisor
RBC
NS
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
Banking Advisor
RBC
Estevan, SK
Full-time
· Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 2 hours ago
Banking Advisor
RBC
Killarney-Turtle Mountain, MB
Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 2 hours ago
Financial Advisor - MFDA/AMF
CIBC
Delta, BC · Tsawwassen, BC
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 4 hours ago
Advisor, Securities
Desjardins
Montreal, QC
Full-time
…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…
Added 4 hours ago
Specialized Financing and Banking Solutions Advisor
Desjardins
Quebec, QC
Full-time
As a specialized financing and banking solutions advisor, you help serve, solicit and develop and maintain personalized business relationships with mass-affluent and high-net-worth members…
Added 4 hours ago
Branch Manager Advisor
Royal Bank of Canada
NS · INVERNESS, Nova Scotia
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 4 hours ago
Banking Advisor
Royal Bank of Canada
Nelson, BC
Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 4 hours ago
Bilingual ADP Sales Manager
Sun Life Québec
Montreal, 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 5 hours ago
Legal Manager
ZenaTech Inc.
Toronto, ON
Full-time
…will bring both the substantive breadth to serve as a trusted advisor across the business and the leadership skillset to organize, supervise, and manage a high-performing legal team at a…
Added 5 hours ago
Client Advisor
Royal Bank of Canada
Oakville, ON
Part-time
…a great career with us as a future Account Manager/Banking…
Added 6 hours ago
Advisor, Securities
Desjardins
Amos, QC · Val-d'Or, QC
Full-time
Complete account openings, forms and securities transactions as directed by the advisor(s)
Added 6 hours ago
Senior Wealth Associate
National Bank of Canada
Toronto, ON
Full-time
…to the regional manager, you will team up with an investment advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 6 hours ago
Wealth Associate
National Bank of Canada
Winnipeg, MB
Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 6 hours ago
Wealth Associate
National Bank of Canada
Calgary, AB
Full-time
Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)
Added 6 hours ago
Associate Regional Manager
National Bank of Canada
Quebec, QC
Full-time
National Bank Financial – Wealth Management is one of the largest securities brokerage firms in Canada. There are nearly 850 wealth management advisors in over 100 branches who manage the…
Added 6 hours ago
Corporate Action Specialist
Calculated Hire
Toronto, ON
$30 to $35 CAD / hour
Full-time
…communication of corporate action events that involve changes to securities, ownership structures, positions, or entitlement details. These events may include mergers, acquisitions,…
Added 7 hours ago
Client Advisor Intern- EN
RBC
Saguenay, QC
Part-time
…a great career with us as a future Account Manager/Banking…
Added 7 hours ago
Administrative Assistant
Dawn Recruiting Agency
Waterloo, ON
$80,000 to $110,000 CAD / year
Full-time
Canadian Securities Course (CSC) certification
Added 7 hours ago
Accountant, Assurance and Accounting
ACCA Careers
Swift Current, SK
Full-time
…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 7 hours ago
Financial Planner-EN
Canadian Forces Morale and Welfare Services
Halifax, NS
$85,980 to $101,190 CAD / year
Full-time
As a trusted advisor to the CAF Community, the Financial Planner provides expert knowledge, skills, and experience covering the core areas of financial planning including financial…

Desjardins

Advisor, Securities

Trois-Rivières, QC, Canada

Job type: Full-time
Apply by: Oct 21, 2026
Posting language: English
Posted: Sep 29, 2026

Apply About employer

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 actively help develop and maintain business relationships with clients. You drive results by reviewing complex information requests and promoting and selling products and services based on 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 who have development potential for your sector. You analyze member/client needs, help develop and implement personalized solutions, and propose integrated service offers. You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into agreements with clients. You also have opportunities to establish and negotiate product and service terms in accordance with standards and procedures. 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
Set goals and advise members and clients on the best solutions and strategies
Analyze and meet complex client needs, handle requests and follow up as needed
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.

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

General college diploma in a related field
A minimum of three years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Mutual fund representative certificate – Autorité des marchés financiers
Knowledge of French is required

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

2026-10-20

Apply About employer

More about this job

Responsibilities

The advisor is responsible for developing and maintaining business relationships while selling securities products and services to meet client needs. They must analyze complex information, manage portfolios, and provide personalized financial solutions while balancing sales objectives with prudent risk management.

Requirements

Candidates must hold a general college diploma and possess at least three years of relevant experience. A Mutual fund representative certificate from the Autorité des marchés financiers is required, along with proficiency in French.

Skills

Securities advisory
Business development
Portfolio management
Mutual funds
Exchange-traded funds
Structured products
Risk management
Financial analysis
Sales
Interpersonal savvy
Reporting
Customer satisfaction
Market trend analysis

Benefits

Competitive salary
Annual bonus
Flexible vacation
Defined benefit pension plan
Group insurance
Telemedicine
Health and wellness expense reimbursement
Telework equipment

Visa sponsorship

Not detected in the job text

Keywords

Securities
Mutual funds
Exchange-traded funds
Structured products
Discretionary management
Portfolio management
Risk management
Financial advisory
Client retention
Business development
Hybrid work
Sales
Reporting
Market analysis
Customer service

Report this job