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Added 7 mins ago
Sales Representative Trainee
Taylor Steel Inc
Hamilton, ON
$65,000 to $85,000 CAD / year
Full-time
Taylor Steel Inc. is looking for a motivated and results-driven Inside Sales Representative to join our Sales Team.
Added 7 mins ago
Account Representative
Taylor Steel Inc
Hamilton, ON
$50,000 to $65,000 CAD / year
Full-time
Taylor Steel Inc. is looking for a motivated and customer-focused Account Representative to join our Sales Team. In this role, you will manage an assigned account base, build strong…
Added 7 mins ago
Store driver
Advance Auto Parts
Saint John, NB
$14.25 to $17.1 CAD / hour
Full-time
Sales aptitude and customer service orientation
Added 7 mins ago
Sales Associate, Seasonal
Crocs, Inc.
Niagara-on-the-Lake, ON
As a Sales Associate at Crocs, you’re at the heart of crafting unforgettable experiences for our consumers. Whether you’re sharing the story behind our latest product drop, hyping up…
Added 22 mins ago
Softgoods Associate (Part-Time)
Giant Tiger
L'Assomption, QC
Part-time
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be…
Added 34 mins ago
Host Ambassador, Kitchener/Waterloo – ON
Canada Homestay Network
Kitchener, ON
Contract
…care. With a relationship focused approach and a drive for sales, the Host Ambassador will grow the host community within their region. Individuals successful in this role have weekday…
Added 35 mins ago
Account Representative
Taylor Steel Inc.
Hamilton, ON
$50,000 to $65,000 CAD / year
Full-time
Taylor Steel Inc. is looking for a motivated and customer-focused Account Representative to join our Sales Team. In this role, you will manage an assigned account base, build strong…
Added 35 mins ago
Bilingual Customer Service Representative
Arrow Workforce Solutions
Brampton, ON
Full-time
Bilingual Customer Service Representative (English/French)
Added 35 mins ago
Sales Representative Trainee
Taylor Steel Inc.
Hamilton, ON
$65,000 to $85,000 CAD / year
Full-time
Taylor Steel Inc. is looking for a motivated and results-driven Inside Sales Representative to join our Sales Team.
Added 35 mins ago
Part Time Sales Representative (Koodo) | Market Mall
Decisive Farming by TELUS Agriculture
Calgary, AB
Part-time
We work tirelessly in our stores to provide best in class service to our customers, and in our communities to enrich the lives of Canadians with all acts of kindness - big and small
Added 35 mins ago
Employer Relationship Specialist - Calgary
Open Door Group
Calgary, AB
$32.04 to $33.83 CAD / hour
Full-time
The ideal candidate will demonstrate strong relationship-building and consultative sales skills. They will have a deep understanding of local labor market trends and current workforce…
Added 35 mins ago
Part Time Sales Representative (Koodo) | Market Mall
Decisive Farming by TELUS Agriculture
Calgary, AB
Part-time
We work tirelessly in our stores to provide best in class service to our customers, and in our communities to enrich the lives of Canadians with all acts of kindness - big and small
Added 35 mins ago
Territory Development Representative
Welco
Calgary, AB · Greater Calgary Metropolitan Area
Full-time
Role Description The Territory Development Representative is a full-time, hybrid role based in the Greater Calgary Metropolitan Area, with a mix of on-site client visits and some…
Added 35 mins ago
Full Time Sales Representative (Koodo) | St Laurent Shopping Centre
Decisive Farming by TELUS Agriculture
Ottawa, ON
Full-time
We work tirelessly in our stores to provide best in class service to our customers, and in our communities to enrich the lives of Canadians with all acts of kindness - big and small
Added 51 mins ago
Home Services Representative
Hydra Pure Group
Hamilton, Ontario
Full-time
Work closely with our customer service, sales, and installation teams
Added 51 mins ago
Inside Sales Representative (Burnaby, BC)
Wolseley Group
Burnaby, BC
Full-time
Join the Burnaby location as an Inside Sales Representative, where you'll provide exceptional customer service, prepare quotations, process orders, and support branch operations. We're…
Added 51 mins ago
Advisor Associate - Location is St John's NFLD
Scotiabank
St. John's, NL
Provide service and sales support to Financial Consultants and Portfolio Managers, responding effectively to all inquiries from current and prospective clients concerning MD products and…
Added 1 hour ago
Inside Sales Representative
JobsMedia.io
Mascouche, QC
Full-time
She will respond to customer requests by producing the required quotes and applying the sales process to achieve regional objectives, while collaborating effectively with external sales and…
Added 1 hour ago
Customer Service Representative
Direct Plus Food Group
Calgary, AB
$50,000 to $55,000 CAD / year
Full-time
Direct Plus Food Group is looking for a full-time Customer Service Representative based in Calgary, AB, working full-time from our office.
Added 1 hour ago
Warehouse Associate
Sonepar
Winnipeg, MB
We house the largest inventory to better service our customers and deliver on sales commitments.
Added 1 hour ago
Personal Finance Advisor
Desjardins
Montreal, QC · Repentigny, QC · Longueuil, QC · Caisse Desjardins du Réseau municipal (Montréal, Longueuil, Repentigny)
Full-time
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
Added 1 hour ago
Advisor, Securities
Desjardins
Trois-Rivières, QC
Full-time
…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…
Added 1 hour ago
Junior Sales Representative
Bunzl Canada
Regina, SK
Full-time
…supplies. We are currently looking for a full time entry level sales candidate to join our B2B Sales team. Ideal candidates will have strong customer service skills with an interest in…
Added 1 hour ago
Customer Service Representative
BMO
Red Deer, AB
Part-time
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of…
Added 1 hour ago
Part Time Sales Representative (Koodo) | Market Mall
TELUS
Calgary, AB
Part-time
We work tirelessly in our stores to provide best in class service to our customers, and in our communities to enrich the lives of Canadians with all acts of kindness - big and small

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

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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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