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Added 2 mins ago
Banking Advisor
National Bank of Canada
Quebec, QC
Full-time
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to…
Added 2 mins ago
Banking Advisor
National Bank of Canada
QC · Saint-Donat-de-Montcalm, QC
Full-time
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to…
Added 2 mins ago
VP, Accounting & Controllership (Husky)
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Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 2 mins ago
(Senior) Director, Credit Execution - Tech & Innovation
National Bank of Canada
Toronto, ON
Full-time
trusted advisor to companies that are transforming the world and to support
Added 2 mins ago
Banking Advisor
National Bank of Canada
Laval, QC
Full-time
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to…
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Banking Advisor
National Bank of Canada
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The Bank values continuous development and internal mobility. Our personalized training programs, based on hands-on learning, help you master your role and expand into new areas of…
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Added 1 hour ago
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Added 4 hours ago
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Added 4 hours ago
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Added 5 hours ago
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$17 to $20 CAD / hour
…performance-based bonus opportunities, a competitive benefits program, and robust learning and development initiatives aimed at promoting employee support and recognition.The final pay…
Added 6 hours ago
Mechatronics Technologist
Carleton University
Ottawa, ON
Other
Named a Top 100 Employer in 2023, 2024 and 2025, and a National Capital Region Top Employer for 10 consecutive years, Carleton University is one of Canada’s most resourceful and productive…
Added 6 hours ago
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Bolton, ON
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Added 6 hours ago
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The Customer Experience Manager at Sysco is a highly strategic and influential role, providing expert-level analytical leadership and driving significant impact on the company's customer…
Added 7 hours ago
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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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