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Added 12 mins ago
Administrative Assistant
RBC
Burnaby, BC
Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. Offering…
Added 12 mins ago
Financial Advisor
RBC
Mission, BC
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 12 mins ago
Relationship Manager Business Markets Intern
RBC
Stellarton, NS
Full-time
Completion of the RBC Banking Advisor training program, or the Associate Account Manager training program, or previous experience as a small business owner, or in a similar position at…
Added 12 mins ago
Banking Advisor
RBC
Miramichi, NB
Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 12 mins ago
Insurance Advisor Home & Auto - Advice Centre
RBC
Mississauga, ON
Full-time
As an RBC Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect what’s…
Added 12 mins ago
Senior Associate
RBC
Vaughan, ON
Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 12 mins ago
Managing Director & Strategic Advisor
PwC
Ottawa, ON
Full-time
At PwC, our people in operations consulting specialise in providing consulting services on optimising operational efficiency and effectiveness. These individuals analyse client needs,…
Added 26 mins ago
Gestionnaire de projet, portefeuille de bâtiments publics / Project Manager, Public Buildings Portfolio
Tiree
Montreal, QC
Full-time
…moyens d’atteindre des résultats exceptionnels grâce à des services-conseils novateurs et adaptés à leurs besoins, afin que chaque projet soit réalisé avec rigueur et génère des retombées…
Added 27 mins ago
Group Manager, Finance
TD
Toronto, ON
Full-time
Perform the role of business advisor to Marketing leaders and their teams by working to develop and review cost center financials. Additionally, this individual will provide financial…
Added 27 mins ago
Business Banking Analyst – Virtual
CIBC
AB · BC · ON · Ontario VIRTUAL
Full-time
As a Business Banking Analyst, you will join our Business Client Advice Centre (BCAC) reporting to the Team Leader, Business Banking. You’ll support our Business Banking clients and…
Added 27 mins ago
Business Banking Analyst – Virtual – Bilingual
CIBC
Quebec, QC
Full-time
As a Business Banking Analyst, you will join our Business Client Advice Centre (BCAC) reporting to the Team Leader, Business Banking. You’ll support our Business Banking clients and…
Added 42 mins ago
Intern, Private Client Service
Connor, Clark & Lunn Private Capital Ltd.
Toronto, ON
CC&L Private Capital Ltd. is seeking a Private Client Intern to join our Toronto-based Private Client Services Team for a 4-month term from January to April 2027.
Added 42 mins ago
Service Advisor
STEP Energy Services
Clairmont, AB
Full-time
…levels of the organization. They are leaders with superior client service…
Added 42 mins ago
Financial Advisor
Royal Bank of Canada
Mission, BC
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 42 mins ago
Banking Advisor
Royal Bank of Canada
Miramichi, NB
Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 42 mins ago
Administrative & Marketing Assistant
Royal Bank of Canada
Courtenay, BC
Full-time
You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.
Added 42 mins ago
Property Manager
Avison Young Canada
Toronto, ON
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 organization.Real…
Added 56 mins ago
Senior Technical Architect
Salesforce Partner Canada
ON · Ontario, Canada
Full-time
Salesforce Professional Services is looking for a Senior Technical Architect. You will be serving as a strategic advisor and Salesforce product and platform expert to the company’s largest,…
Added 56 mins ago
Personal Banking Advisor - Calgary West Springs
ATB Financial
Calgary, AB
Full-time
Connect and Collaborate: Demonstrate critical thinking to address complex client needs, connecting with internal partners to leverage ATB’s full suite of services.
Added 57 mins ago
Account Transfers Administrator
Odlum Brown
Vancouver, BC
…Investment Advisors, Assistants and other departments within our Client Services…
Added 1 hour ago
Senior Relationship Manager
TD
Ottawa, ON
Full-time
…customer relationships for both credit and non-credit products / services. The Senior Relationship Manager will develop a shadow portfolio of target businesses commensurate with the market…
Added 1 hour ago
Senior Relationship Manager
TD
Ottawa, ON
Full-time
…customer relationships for both credit and non-credit products / services. The Senior Relationship Manager will develop a shadow portfolio of target businesses commensurate with the market…
Added 1 hour ago
Senior Relationship Manager
BMO
Montreal, QC · DEMA
Full-time
…financial solutions that fuel business success. As a trusted advisor, we deliver a full suite of commercial banking capabilities including lending, treasury management, cash management,…
Added 1 hour ago
Financial Advisor
Royal Bank of Canada
Winnipeg, MB
Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You…
Added 1 hour ago
Senior Associate
Royal Bank of Canada
Vaughan, ON
Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…

Desjardins

Advisor, Securities

Laval, QC, Canada

Job type: Full-time
Apply by: Oct 9, 2026
Posting language: English
Posted: Oct 1, 2026

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Original job description

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 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 actively help develop and maintain business relationships with clients. You drive results by reviewing complex information requests and promoting and selling products and services based on your unit’s business objectives and strategies. You balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction. You work with clients who have development potential for your sector. You analyze member/client needs, help develop and implement personalized solutions, and propose integrated service offers. You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into agreements with clients. You also have opportunities to establish and negotiate product and service terms in accordance with standards and procedures. Interpersonal savvy is therefore essential. More specifically, you will be required to:

Establish an advisory relationship by identifying current and potential needs and supporting client retention
Set goals and advise members and clients on the best solutions and strategies
Analyze and meet complex client needs, handle requests and follow up as needed
Collect, compile and analyze data. Prepare reports and recommendations
Oversee portfolios. Assess customer satisfaction and service quality, follow up and make improvements as needed
Monitor the industry to stay on top of the latest trends, opportunities and best practices in your field.

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 three years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Proficiency in French, both oral and written

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

2026-10-8

Apply About employer

More about this job

Responsibilities

The advisor is responsible for developing and maintaining business relationships while selling securities products and services to meet client needs. They must analyze complex information, manage portfolios, and provide personalized financial solutions while balancing sales objectives with prudent risk management.

Requirements

Candidates must possess a general college diploma in a related field and at least three years of relevant experience. Proficiency in French is required, along with strong interpersonal and analytical skills.

Skills

Securities advisory
Business development
Portfolio management
Sales
Risk management
Financial analysis
Interpersonal savvy
Customer focus
Data analysis
Reporting
Strategic planning
Negotiation
Market trend monitoring

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
Mutual funds
Exchange-traded funds
Structured products
Discretionary management
Portfolio management
Business development
Financial advisory
Risk management
Client retention
Data analysis
Reporting
Sales
Customer service
Hybrid work
Pension plan
Group insurance
Telemedicine

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