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Added 1 min ago
Senior Project Manager - Team Lead
WSP
Lethbridge, AB
Serve as a senior client advisor and primary point of contact for developers, municipalities, and agencies, building strong, trusted relationships through proactive communication and…
Added 17 mins ago
Senior Relationship Manager Mid Market
BMO
Hamilton, ON · St. Catharines, ON
Full-time
As a Senior Relationship Manager, you will serve as a trusted advisor to a portfolio of high-value commercial clients, leveraging your financial expertise, business development skills, and…
Added 17 mins ago
Client Advisor, Personal Insurance, Client Assist Team
Acera Insurance Services Ltd.
Calgary, AB
As part of the Client Assist Team, you will be focused on contacting clients to review their policies, cross selling, and obtaining renewal dates in order to round out their policies. The…
Added 17 mins ago
Service Associate, Commercial Insurance
Acera Insurance Services Ltd.
Richmond Hill, ON
$40,000 to $45,000 CAD / year
…the Commercial Insurance team. Working closely with a team of Client Advisors, the Service Associate reviews and screens new insurance applications, ensure accurate entry of information…
Added 17 mins ago
Principal Risk Engineer, Energy & Renewables
Liberty Mutual Canada
Remote, Canada
Full-time · Remote
Direct risk assessments and loss control services across first- and third-party lines, helping shape underwriting strategy and client outcomes.
Added 17 mins ago
Principal Risk Engineer, Energy & Renewables
Liberty Mutual Canada
Remote, Canada
Full-time · Remote
Direct risk assessments and loss control services across first- and third-party lines, helping shape underwriting strategy and client outcomes.
Added 17 mins ago
Director, Business Development
HUB International
Vancouver, BC
Full-time
…products, resources, and tools to help their business succeed. Our services include access to top-tier insurance solutions, cutting-edge technology platforms, and operational support all…
Added 32 mins ago
Client Advisor
Royal Bank of Canada
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Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 32 mins ago
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Royal Bank of Canada
Montreal, QC
Full-time
As an RBC Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect what’s…
Added 32 mins ago
PIV_INS_Non_BIL_Ontario_2
Royal Bank of Canada
Mississauga, ON
Full-time
As an RBC Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect what’s…
Added 45 mins ago
Customer Success Specialist
Quantum World Technologies Inc.
Montreal, QC
Contract
Establish relationships as a trusted and strategic advisor to help ensure the continued value of our products and services
Added 46 mins ago
Consultant, Workforce Planning & Organization Design
Talent Acquisition Team at Westland Insurance. Text reply only.
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Experience in insurance, financial services, retail, or a geographically distributed and branch-based organization is an asset
Added 1 hour ago
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RBC
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Full-time
As an RBC Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect what’s…
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Client Advisor Intern
RBC
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Part-time
…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…
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Client Advisor
RBC
Kirkland Lake, ON
Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
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Account Manager - Globalia Sales
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Recommander et promouvoir de nouvelles solutions, services ou expertises pouvant créer davantage de valeur pour tes clients.
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Advisor Associate - Location is St John's NFLD
Scotiabank
St. John's, NL
The Client Service Associate contributes to the overall success of the Client Administrative Services Regional team, ensuring specific individual goals, plans, initiatives are executed /…
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Senior Client Advisor - Personal Lines (m/f/x)
Marsh McLennan
Toronto, ON
Full-time
We are seeking a talented individual to join our Account Management team at Marsh as Senior Client Advisor - Personal Lines.
Added 1 hour ago
Investment Advisor
Optimize Financial Group
Toronto, ON
Full-time
As an Investment Advisor, you will lead introductory and complimentary financial-planning meetings with qualified prospective clients who have entered our established lead funnel, building…
Added 1 hour ago
Personal Finance Advisor
Desjardins
Montreal, QC · Repentigny, QC · Longueuil, QC · Caisse Desjardins du Réseau municipal (Montréal, Longueuil, Repentigny)
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 satisfiedYour role…
Added 1 hour ago
Advisor, Securities
Desjardins
Trois-Rivières, QC
Full-time
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…
Added 1 hour ago
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Added 1 hour ago
Principal Metallurgical Engineer
Worley
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Full-time
…procurement and construction across the project lifecycle, with services extending through to operations and decommissioning. Leveraging extensive experience and AI-enabled delivery, we…
Added 1 hour ago
Principal Metallurgical Engineer
Worley
Calgary, AB
Full-time
…procurement and construction across the project lifecycle, with services extending through to operations and decommissioning. Leveraging extensive experience and AI-enabled delivery, we…
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Desjardins

Advisor, Securities

Trois-Rivières, QC, Canada

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

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