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Added 14 mins ago
Research Assistant
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
Full-time
Added 14 mins ago
Research Assistant
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
Full-time
The project deals with the role of peroxisomes in the regulation of skeletal muscle homeostasis. The research assistant will work with the principal investigator to design and conduct…
Added 14 mins ago
Program Assistant – Cancer Research Program (CRP)
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
Full-time
Under the supervision of the Program Manager and in close collaboration with the Program leaders and the other program assistant(s), the incumbent provides personalized administrative and…
Added 14 mins ago
Unit Secretary, Cancer Care, PT (J0926-0731)
North York General Hospital
Toronto, ON
Part-time
Medical Office Assistant certificate from a College of Applied Arts and Technology
Added 30 mins ago
Stage Experience Lead
sephora.com
Winnipeg, MB
$20.8 to $24.45 CAD / hour
Full-time
…Skincare, Fragrance & Haircare or a combination of these areas. An Assistant Manager, Client Experience is responsible for ensuring that all members of their team execute Sephora’s selling…
Added 44 mins ago
assistant controller
LeBANC Development
Markham, ON
Full-time
Added 44 mins ago
Care Assistant - Nights
Carebase
Ottawa, ON
Contract
As our Care Assistant (Nights), you’ll provide personal care to our residents, supporting them with bathing, eating, visiting the bathroom, and also getting around and enjoying our lovely…
Added 45 mins ago
Administrative Assistant
Sedgwick
AB · CAN-Edmonton
Full-time
Added 45 mins ago
Retail Associate, FT - Nike Marche Central
Nike
Montreal, QC · NFS CA MARCHE CENTRAL
Full-time
Added 45 mins ago
Executive Assistant
Independent Electricity System Operator
Canada
As a trusted partner to senior leadership, the Executive Assistant provides high-quality administrative and operational support that enables leaders to focus on strategic priorities and…
Added 45 mins ago
Apprentice, Avionics Technician
Skyservice Business Aviation
Dorval, QC
Full-time
Added 1 hour ago
Portfolio Management Assistant
Royal Bank of Canada
Langley (District), BC · LANGLEY, British Columbia
Full-time
As the Portfolio Management Assistant, you will primarily be responsible for assisting the Investment Counsellor/Portfolio Manager to track/write new and updated Investment Policy…
Added 1 hour ago
ACTIVITY SPECIALIST FIELD SPORTS
Camp Tall Timbers
Field, BC
Full-time
Evaluate individual campers and assistant staff in their abilities to ensure each program is delivered effectively and safely.
Added 1 hour ago
Medical Assistant or LPN - SJH Multispecialty
BayCare Health System
St. Joseph's, NL · St Josephs, NL
Full-time
BayCare is currently in search of our newest Medical Assistant or LPN who is passionate about providing outstanding customer service to our community. BayCare’s top priority is the health…
Added 1 hour ago
Medical Assistant or LPN - SJH Multispecialty
BayCare Health System
St. Joseph's, NL · St Josephs, NL
Full-time
BayCare is currently in search of our newest Medical Assistant or LPN who is passionate about providing outstanding customer service to our community. BayCare’s top priority is the health…
Added 1 hour ago
Animal Care Attendant
Dog Tales Rescue and Sanctuary
King City, ON
Full-time
2 years of experience as a Veterinary Assistant.
Added 1 hour ago
Medical Assistant or LPN - MLK Peds Residency
BayCare Health System
St. Joseph's, NL · St Josephs, NL
Full-time
BayCare is currently in search of our newest Medical Assistant or LPN who is passionate about providing outstanding customer service to our community. BayCare’s top priority is the health…
Added 1 hour ago
Mental Health Technician II
BayCare Health System
St. Joseph's, NL · St Josephs, NL
Full-time
Added 1 hour ago
Mental Health Technician II
BayCare Health System
St. Joseph's, NL · St Josephs, NL
Full-time
Added 1 hour ago
Mental Health Technician II
BayCare Health System
St. Joseph's, NL · St Josephs, NL
Full-time
Added 1 hour ago
Mental Health Technician II
BayCare Health System
St. Joseph's, NL · St Josephs, NL
Full-time
Added 1 hour ago
Registered Nurse - Regular Part Time (MVF FC RN D2 0.40) AgeCare Villa Forum
AgeCare
Mississauga, ON
Part-time
…difficulties in processing physician orders to the Director of Care/Assistant Director of…
Added 1 hour ago
Registered Nurse Regular Part Time AgeCare Ballycliffe
AgeCare
Ajax, ON
Part-time
…difficulties in processing physician orders to the Director of Care/Assistant Director of…
Added 1 hour ago
Registered Nurse - AgeCare Gibson
AgeCare
Toronto, ON
Part-time
In collaboration with the Director of Care/Assistant Director of Care, implement AgeCare policies and procedures on the neighbourhood. Provide input into the revision of procedures within…
Added 1 hour ago
Merchandiser, Hourly Part Time Day
Loblaw Companies Limited
Cobourg, ON
Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards

Desjardins

Advisor, Securities

Montreal, QC, Canada

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

Apply About employer

Applications open in a new tab.

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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