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Added 26 mins ago
Applications Development Senior Analyst, AVP
Citi
Mississauga, ON
Full-time
…consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth…
Added 26 mins ago
Application Development Analyst, Officer
Citi
Mississauga, ON
Full-time
…consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth…
Added 26 mins ago
Bilingual Senior Compliance Officer, Branch Audit
CI Financial
ON
Full-time
Help Advisors/branches solve problems and implement solutions designed to foster client trust and help build the Advisor’s business.
Added 1 hour ago
Senior Accountant, Assurance and Accounting
ACCA Careers
Owen Sound, ON
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 1 hour ago
Senior Accountant, Assurance and Accounting
ACCA Careers
Peterborough, ON
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 10 hours ago
Branch Operations Manager
Royal Bank of Canada
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 10 hours ago
Banking Advisor
Royal Bank of Canada
Estevan No. 5, SK · ESTEVAN, Saskatchewan
Full-time
· Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 10 hours ago
Banking Advisor
Royal Bank of Canada
Riverside, MB · KILLARNEY - TURTLE MOUNTAIN, Manitoba
Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 11 hours ago
Financial Planner, Scotia Financial Planning - Whitehorse, Yukon
Scotiabank
Whitehorse, YT
Full-time
…learning more about this role, please review our “Financial Advisor Investment and Retirement planning”…
Added 12 hours ago
Client Advisor
Royal Bank of Canada
NS · INVERNESS, Nova Scotia
Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 13 hours 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 14 hours 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 15 hours ago
Client Advisor
RBC
Oakville, ON
Part-time
…a great career with us as a future Account Manager/Banking…
Added 15 hours ago
Banking Advisor
RBC
Nelson, BC
Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 15 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 15 hours ago
Banking Advisor
RBC
Estevan, SK
Full-time
· Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 15 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 15 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 17 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 17 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 17 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 17 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 17 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 18 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 18 hours ago
Client Advisor
Royal Bank of Canada
Oakville, ON
Part-time
…a great career with us as a future Account Manager/Banking…

Desjardins

Advisor, Securities

Montreal, QC, Canada

Job type: Full-time
Apply by: Oct 8, 2026
Posting language: English
Posted: Sep 29, 2026

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Original job description

As an investment assistant, 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:

Provide administrative assistance in the areas of compliance, budget monitoring and management of administrative staff to the manager of a large branch or a group of branches. Serve as resource person for all employees regarding policies, procedures, methods, and operational and interpersonal problem-solving
Work with support services to resolve everyday operational issues in the branch or branches
Supervise the deposit of client cheques and handle complex operational tasks, including coordinating interest management for new issues
Proactively help recruit and hire administrative staff for your branch or branches. Handle logistics when employees start or leave.

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
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

2026-10-7

Apply About employer

More about this job

Responsibilities

You will help prospect, develop, and maintain business relationships with clients while selling securities products and services based on their needs. Additionally, you will provide administrative support to branch management, including compliance oversight, staff recruitment, and operational problem-solving.

Requirements

The position requires a college diploma in a related field and a minimum of two years of relevant experience. Candidates must also possess strong interpersonal skills and be action-oriented with a focus on customer service.

Skills

Investment advisory
Business development
Securities sales
Discretionary management
Mutual funds
Exchange-traded funds
Structured products
Compliance
Budget monitoring
Operational problem-solving
Interpersonal savvy
Recruitment
Customer focus
Action oriented

Benefits

Competitive salary
Annual bonus
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
Investment
Mutual funds
Exchange-traded funds
Structured products
Compliance
Budgeting
Administrative support
Client relations
Business development
Recruitment
Operations
Financial services
Hybrid work
Pension plan
Telemedicine
Customer service

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