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Added 49 mins ago
Senior Tax Advisor
National Bank of Canada
Toronto, ON
Full-time
A career as a Senior Advisor – Investment Fund and ETF Taxation at National Bank means acting as a subject matter expert in a complex and constantly evolving field. You contribute to…
Added 51 mins ago
Community General Manager, Imperial Service
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Full-time
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Added 51 mins ago
Investment Advisor Assistant, Wealth Management
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Full-time
…services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. Our success is built on deep sector expertise, strong…
Added 2 hours ago
Banking Advisor Intern - Squamish Branch
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Added 2 hours ago
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Added 3 hours ago
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Financial Advisor
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Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
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…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 5 hours ago
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Added 5 hours ago
Quantitative Advisor-Model Risk Management
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Full-time
Due to US Federal Securities law applying to this position, candidates who will apply for this position will be required to submit to an enhanced background screening, including the…
Added 5 hours ago
Advisor, Securities
Desjardins
Laval, QC
Full-time
…business relationships with members and clients. You help sell securities products and services through…
Added 6 hours ago
ScotiaMcLeod Administrative Associate
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by supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs
Added 6 hours ago
Financial Advisor
RBC
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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 6 hours ago
ScotiaMcLeod Administrative Associate
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by supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs
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…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 11 hours ago
Advisor, Securities
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As a securities advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services…
Added 20 hours ago
AVP, Strategic Programs, Innovation, Insights and Regulatory Operations
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…The role balances regulatory defensibility, operational risk, advisor and client experience, efficiency, capacity and responsible use of digital, automation, analytics, AI and emerging…
Added 22 hours ago
Associate
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Added 22 hours ago
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Responsible for execution and completion of all action items outlined in the advisor client meeting notes
Added 23 hours ago
Associate
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RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 1 day ago
Director of Operations
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Montreal, QC
Lead the Advisor Services team, which supports advisors and their teams with operational and client account-related requests.
Added 1 day ago
Sales Associate
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Develop and share ideas, strategies, and sales concepts that support advisor growth and business development.
Added 1 day ago
Wealth Associate
National Bank of Canada
Laval, QC
Full-time
Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)

Desjardins

Advisor, Securities

Laval, QC, Canada

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

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

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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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