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Added 6 mins ago
Corporate Tax Advisor
Farm Business Consultants
Edmonton, AB
Other
The Corporate Tax Advisor works directly with Members to understand their financial situation and deliver tailored tax strategies that minimize taxes in both the short and long term. This…
Added 6 mins ago
Client Advisor Intern – Mandarin/Cantonese
Royal Bank of Canada
Ottawa, ON
Part-time
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Added 6 mins ago
Financial Advisor
Royal Bank of Canada
Kawartha Lakes, ON
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 20 mins ago
2600002607 - Director Health and People Equity
Lakeridge Health
Whitby, ON
Internship
The Director serves as the organization's senior administrative advisor on complex equity matters and is responsible for establishing enterprise-wide strategies, governance structures,…
Added 20 mins ago
Chief Growth Officer, Wealth Management
Thorek/Scott and Partners
ON · Ontario, Canada
Full-time
…opportunity to shape their mandate, deepen relationships within the advisor network, and directly impact advisor growth, recruitment, retention and the continued expansion of the…
Added 20 mins ago
Senior Client Services Specialist
Avison Young | Canada
Calgary, AB
Full-time
…offering transaction, management, financial and consulting services. We’ve designed our corporate structure to best serve our clients by enhancing collaboration across our…
Added 21 mins ago
Senior Advisor, Intellectual Property (IP) Alberta
Alberta Innovates / InnoTech Alberta
AB
The Senior Advisor, IP Alberta is an opportunity to be part of a professional, purpose-driven team that values collaboration, innovation, accountability, and continuous improvement. Most…
Added 36 mins ago
Director & Human Resources Business Partner | Great West
The Canada Life Assurance Company
Toronto, ON
Great-West Lifeco Inc is a Canadian headquarter, international financial services holding company with interests in life insurance, health insurance, retirement and investment services,…
Added 1 hour ago
Commercial Credit Advisor, Agriculture
Royal Bank of Canada
Guelph, ON
Full-time
Knowledge of commercial financial services credit tools, including Newton & Synergy
Added 1 hour ago
Financial Planning Internship - Wealth Advisor Practice - Winter 2027
IG Wealth Management
AB · Alberta, Canada
Volunteer
…December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie…
Added 1 hour ago
Corporate Partnerships Manager
CPA Ontario
Toronto, ON
Full-time
…growing corporate learning partnerships. Acting as a trusted advisor, they build strong relationships with senior business, finance, HR, and learning leaders to understand workforce…
Added 1 hour ago
Director, Consulting Expert (DCE)
KBRS
NS · Nova Scotia, Canada
Full-time
…become one of the world’s largest IT and business consulting services firms, with approximately 94,000 consultants and professionals across hundreds of locations…
Added 1 hour ago
Financial Advisor Trainee - Huntsville Place Mall Branch
Scotiabank
Huntsville, ON
…achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking,…
Added 1 hour ago
Director HR, Total Rewards
Celestica International LP
Toronto, ON
…growth, and remain competitive. The Director acts as a key advisor to executive leadership on global sales incentive trends, performance metrics, and benchmarking to attract and retain top…
Added 1 hour ago
Product Design Strategist
Desjardins
Toronto, ON
Full-time
…organization's strategic priorities. You will serve as a strategic advisor, maintain an integrated view of our entire digital ecosystem, and use a variety of strategic design artifacts,…
Added 1 hour ago
Mobile Mortgage Advisor (Downtown & Midtown Toronto/East York, ON) - 100% Commission
CIBC
Toronto, ON
Full-time
…clients achieve their home ownership dreams. As a Mobile Mortgage Advisor, you’ll have the flexibility to meet with your clients where and when it’s convenient for them. You’ll make lasting…
Added 1 hour ago
Senior Business Partner - People and Culture
Evolution Mining Limited
Red Lake, ON
The Senior Advisor – People & Culture providing a high level of professional human resources advice and assistance to the site P&C leadership (Superintendent and Manager) and other…
Added 2 hours ago
Advisor eCommerce Growth, Marketplaces Ontario
Metro Inc.
Toronto, ON · Etobicoke, ON
Full-time
Reporting to the Senior Manager, eCommerce Growth Ontario, the Advisor, eCommerce Growth Ontario is responsible for supporting the growth, performance and ongoing development of third-party…
Added 2 hours ago
Business Continuity Specialist
Mindlance
Toronto, ON
$50 to $55 CAD / hour
Contract
Role: Join a leading financial services organization and help strengthen business resilience and operational risk management. You'll support Business Continuity Management (BCM) activities,…
Added 2 hours ago
Advisor, eCommerce Growth Ontario - Food Basics
Metro Inc.
Toronto, ON · Etobicoke, ON
Full-time
Position Title: Advisor, eCommerce Growth Ontario - Food Basics
Added 2 hours ago
Sourcing Manager- Human Resources Category Lead
Societe Generale
Montreal, QC
Full-time
The position requires an experienced sourcing professional with knowledge of financial services, preferably supporting investment banking businesses and on Human Resource related purchases…
Added 2 hours ago
Senior Policy Advisor
Health | Santé
Toronto, ON
$86,379 to $127,288 CAD / year
Temporary
If you require a disability related accommodation in order to participate in the recruitment process, please Contact Us to provide your contact information. Recruitment services team will…
Added 2 hours ago
Senior Advisor, Museums & Collections Integration
City of Brampton
Brampton, ON
Full-time
Reporting to the Director, Cultural Services, this position provides senior-level strategic and operational leadership to advance the City of Brampton’s readiness for the future transfer of…
Added 2 hours ago
Quantitative Advisor-Model Risk Management
Societe Generale
Montreal, QC
Full-time
…and Risk Management Solutions, Execution and Clearing, Prime Services, Equities, Fixed Income, Futures and Currencies & Commodities structuring capabilities with the objective of providing…
Added 2 hours ago
Manager of Human Resources (One Year Maternity Leave Contract)
Family Services Windsor-Essex
Windsor, ON
At Family Services Windsor-Essex (FSWE), we empower people to overcome challenges, build resilience, and create positive change in their lives. As a trusted non-profit, charitable…

Desjardins

Advisor, Securities

Laval, QC, Canada

Job type: Full-time
Apply by: Oct 16, 2026
Posting language: English
Posted: Oct 1, 2026

Apply About employer

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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

General 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

2026-10-15

Apply About employer

More about this job

Responsibilities

The advisor will prospect, develop, and maintain business relationships while selling securities products and services to meet client needs. Additionally, the role involves providing administrative support, supervising operational tasks, and assisting in the recruitment and management of administrative staff.

Requirements

Candidates must possess a general college diploma in a related field and a minimum of two years of relevant experience. Proficiency in French is required, along with strong interpersonal and action-oriented skills.

Skills

Investment advisory
Business development
Securities sales
Compliance
Budget monitoring
Operational problem-solving
Interpersonal savvy
Action oriented
Customer focus
Drive results
Nimble learning

Benefits

Competitive salary
Annual bonus
4 weeks of 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
Discretionary management
Compliance
Budgeting
Administrative support
Recruitment
Client relations
Financial services
Hybrid work
Pension plan
Group insurance
Telemedicine

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