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Added 2 mins ago
Loan Consultant
Altis
Stratford, ON
$21 to $22 CAD / hour
Full-time
…customer service, consultative sales, file follow-up and daily branch…
Added 3 mins ago
Business Development Partner
Sun Life
Pointe-Claire, QC · Montreal, QC
Full-time
Must complete the Branch Manager’s Course Examination and satisfy the experience required to become registered as a mutual fund branch manager with the appropriate provincial securities…
Added 3 mins ago
Wash Aisle Operator
Alsco Uniforms
Saskatoon, SK
Full-time
…next phase of production. You will report to the Production…
Added 18 mins ago
Financial Service Representative - LendDirect Office 1695
LendDirect
Toronto, ON
Full-time
…quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant Manager for two more years until my District Manager approached me with the opportunity to move…
Added 18 mins ago
Financial Service Representative - LendDirect Office 1695
Attain Finance
Toronto, ON
Full-time
…quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant Manager for two more years until my District Manager approached me with the opportunity to move…
Added 32 mins ago
Communications & Brand Manager
Flynn Group of Companies
Mississauga, ON
$110,000 to $130,000 CAD / year
Full-time
Flynn is seeking a strategic and creative Communications & Brand Manager to lead internal communications, employee engagement, and brand initiatives across North America. This role will…
Added 33 mins ago
Retail & Warehouse Associate 1
Midwest co-operative services
Saugeen Shores, ON
$17.95 to $21 CAD / hour
Part-time
…Warehouse Associate 1. Under the direction of the Retail Location Manager, the Retail & Warehouse Associate - 1 supports both the retail floor and warehouse operations. This role provides…
Added 1 hour ago
Branch Manager
Gerrie Electric Wholesale Ltd.
Welland, ON
$90,000 to $110,000 CAD / year
Full-time
The Branch Manager is responsible for leading branch operations, developing employees, growing sales, and building strong customer and vendor relationships. This role drives performance,…
Added 1 hour ago
Branch Manager
Gerrie Electric Wholesale Ltd.
Mississauga, ON
$90,000 to $110,000 CAD / year
Full-time
The Branch Manager is responsible for leading branch operations, developing employees, growing sales, and building strong customer and vendor relationships. This role drives performance,…
Added 1 hour ago
General Manager
BELFOR CANADA INC.
Mont-Tremblant, QC
$75,000 to $90,000 CAD / year
Full-time
The General Manager drives the performance and success of the branch, ensuring revenue growth, profitability, and operational excellence. This leadership role oversees multiple departments,…
Added 1 hour ago
Route Relief Utility Driver 4 10 Commission
Alsco Uniforms
Grande Prairie, AB
Full-time
…customer service. This position reports directly to the District…
Added 1 hour ago
Counter Sorter
Alsco Uniforms
Edmonton, AB
Full-time
…textiles to other departments. You will report to the Production…
Added 1 hour ago
Information Technology Infrastructure Manager
Resonaite
Belleville, ON
Full-time
Our client is seeking a hands-on IT Infrastructure & Operations Manager to lead the day-to-day operation, support, and strategic evolution of its enterprise IT environment across multiple…
Added 2 hours ago
Executive Director Cannabis Expungement Board
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
Full-time
…resentenced to a lesser offense. It then notifies the judicial branch of eligible individuals. The Board has five members: the Chief Justice of the Supreme Court or designee, the Attorney…
Added 2 hours ago
Route Supervisor / Superviseur d'itinéraire
Alsco Uniforms
Quebec, QC
Full-time
…management of route districts. The RS reports to the District…
Added 3 hours ago
Management Trainee
Enterprise
Terrace, BC
Full-time
Whether you see yourself in sales, business development, customer service, retail management, or operations, as a manager in training, you can count on a career path with a clear beginning…
Added 8 hours ago
Landscape Architect I - Green Infrastructure Planning and Design
City of Vancouver
Vancouver, BC
Assists the supervisor and manager in the administration of the branch.
Added 11 hours ago
POLICY DEVELOPMENT OFFICER P&R
City of Toronto
Toronto, ON
As a successful Policy Development Officer, reporting to the Manager, Policy Development in the Policy and Strategic Planning Branch of Parks and Recreation, you thrive in complexity. You…
Added 11 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 11 hours ago
Branch Manager (Lake Cowichan Branch)
Island Savings
Lake Cowichan, BC
$90,400 to $115,800 USD / year
Full-time
The Branch Manager is responsible for developing and directing the growth strategy and service portfolio goals for their assigned branch. This includes promoting assigned branch and Tru…
Added 11 hours ago
FT - Program Coordinator - Outreach Surrey
Connective
Surrey, BC
Internship
Reports and is accountable to the Program Manager or their designate.
Added 13 hours ago
Personal Banking Associate Trainee (Full time)- Montreal, Henri-Bourassa
TD
Montreal, QC
Full-time
Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence
Added 14 hours ago
Branch Manager
Water Treatment Equipment Co
Hanover, ON
Full-time
The Branch Manager is responsible for overseeing and providing support to the daily operations of the branch. They are a key part of ensuring that all employees provide a level of customer…
Added 14 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 Manager
Tenaquip Limitee
Whitehorse, YT
Full-time
The Branch Manager will oversee the operations of the branch. The incumbent will work with his/her team members, customers, and suppliers to solve specific challenges and maintain growth…

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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