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Jobs in Canada

25+ jobs

Added 23 mins ago
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Client Service Associate
BMO
Toronto, ON · CLAIRE
- Full-time
Follows up on client inquiries, account maintenance, new accounts set-up, transfers and remitting funds from registered and non-registered accounts upon client’s request.
Added 37 mins ago
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BILINGUAL SENIOR BUSINESS ADVISOR, FINANCIAL MANAGEMENT, BUSINESS TRANSITION AND STRATEGY - Montreal
BDC
Montreal, QC
- Full-time
…Benefit Pension Plan, a $750 wellness and health care spending account, to name a…
Added 37 mins ago
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Gestionnaire bilingue, Conformité/Bilingual Compliance Manager
Altis
Montreal, QC
- $87,500 to $105,000 CAD / year
- Full-time
Added 37 mins ago
EC
Senior Customer Success Manager, Defence
Esri Canada
Ottawa, ON
- Full-time
Reporting to the Director of Federal Sector, the person in this role provides senior-level customer success and account leadership for complex, high-value Department of National Defence…
Added 37 mins ago
EC
Senior Customer Success Manager, Prairies
Esri Canada
AB · Edmonton, AB
- Full-time
Reporting to the Prairies Region Director, the person in this role provides senior‑level customer success and account leadership for complex, high‑value GIS customers. Operating with broad…
Added 37 mins ago
GF
Data Analyst
Greenstone Financial Services Canada
Toronto, ON · North York, ON
- $70,000 to $80,000 CAD / year
- Full-time
Monitor lead performance, contact rates, conversion, sales performance, and advisor productivity.
Added 53 mins ago
Principal Product Acceleration Specialist - Auth0
Okta
Toronto, ON
…developer-centric leadership role, you will act as a trusted advisor to enterprise engineering, architecture, security, and application teams, as well as key System Integrator (SI)…
Added 1 hour ago
OS
Wealth Management Associate
Oakbridge Search Partners
Barrie, ON
- $60,000 to $80,000 CAD / year
- Full-time
As a Wealth Associate, you’ll partner closely with a senior advisor to deliver an exceptional experience to a book of established clients. You’ll be involved in every stage of the client…
Added 1 hour ago
OS
Wealth Management Associate
Oakbridge Search Partners
Newmarket, ON
- $60,000 to $80,000 CAD / year
- Full-time
As a Wealth Associate, you’ll partner closely with a senior advisor to deliver an exceptional experience to a book of established clients. You’ll be involved in every stage of the client…
Added 1 hour ago
SC
Assistant Branch Manager - Namao Centre
Servus Credit Union
Edmonton, AB
- Full-time
Preparing accurate and complete documentation, processing account changes, and handling member inquiries in a timely and efficient manner
Added 1 hour ago
CC
Sales Representative - Facility Services
Cintas Canada
Sudbury, ON
- Full-time
Will be a solution-centric advisor; a forward-thinking problem-solver focused on customer satisfaction and results.
Added 1 hour ago
P&
Team Lead, Business Application Solutions Support
Public & Business Services & Procurement | Services au public et aux entreprises & Approvisionnement
Toronto, ON
- Temporary
…designs to steering strategic plans, you'll be the trusted advisor, the problem solver, and the visionary who ensures that complex challenges turn into seamless solutions. This is your…
Added 1 hour ago
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Directeur(trice), ventes et développement des affaires – Multisectoriel / Director, Sales & Business Development – Multisector
Slalom
Montreal, QC
- Full-time
Develop and execute account plans and commercial strategies aligned with each client’s business objectives and challenges.
Added 1 hour ago
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Client Service Assistant
BMO
Waterloo, ON · MARS
- Full-time
…money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential…
Added 1 hour ago
Associate Director, Bain Academy
Bain & Company
Toronto, ON
Partner with account teams on client development activities, including contributing to proposals.
Added 2 hours ago
Lead Client Partner, Financial Services
Pinterest
Toronto, ON
You will serve as a strategic advisor to clients navigating complex business priorities, evolving media strategies, and multiple measurement sources of truth. You will move quickly to…
Added 2 hours ago
PP
Oustide Sales Engineer
Preston Phipps Inc
Mississauga, ON
- Full-time
…Canada. In this role, you’ll learn how to become a trusted advisor to contractors, consultants, and end users - helping them design, optimize, and maintain high‑performance mechanical…
Added 2 hours ago
DT
Conseiller principal, livraison des services réseau - Canada seulement (Senior Advisor, Network Service Delivery - Canada Only)
Dell Technologies
QC · QC, Canada
- Full-time
Senior Advisor, Network Service Delivery (Canada Only)
Added 3 hours ago
Sales Representative - Facility Services
Cintas
Sudbury, ON
Will be a solution-centric advisor; a forward-thinking problem-solver focused on customer satisfaction and results.
Added 3 hours ago
FD
Parts Advisor
FPS Distribution Ltd
Bolton, ON
- Full-time
We are currently looking for a Parts Advisor to join our team.
Added 4 hours ago
PF
Gestionnaire senior·e de la réussite client | Senior Customer Success Manager
Power Factors
Remote, Canada
- Remote
Added 4 hours ago
FW
Member Advisor (Mayfair Branch)
First West Credit Union
Victoria, BC
- Full-time
We are currently seeking a Member Advisor to join our team.
Added 4 hours ago
PF
Gestionnaire senior·e de la réussite client | Senior Customer Success Manager
Power Factors
Montreal, QC
- Full-time
Added 5 hours ago
RB
Client Experience Associate
Royal Bank of Canada
Surrey, BC
- Full-time
Support Advisor team and client through the Wealth Management process and maintain audit of Wealth Management Activities and priorities.
Added 7 hours ago
RD
Client Experience Associate
RBC Dominion Securities
Surrey, BC
- Full-time
Support Advisor team and client through the Wealth Management process and maintain audit of Wealth Management Activities and priorities.

Advisor, Securities

Desjardins · Brossard, QC, Canada · Cowansville, QC, Canada · Gatineau, QC, Canada · Laval, QC, Canada · Mont-Saint-Hilaire, QC, Canada · Montreal, QC, Canada · Pointe-Claire, QC, Canada · Quebec, QC, Canada · Saint-Hyacinthe, QC, Canada · Salaberry-de-Valleyfield, QC, Canada · Sherbrooke, QC, Canada · Thetford Mines, QC, Canada · Trois-Rivières, QC, Canada · Val-d'Or, QC, Canada · Victoriaville, QC, Canada

Apply About employer

Desjardins

Advisor, Securities

Brossard, QC, Canada
Cowansville, QC, Canada
Gatineau, QC, Canada
Laval, QC, Canada
Mont-Saint-Hilaire, QC, Canada
Montreal, QC, Canada
Pointe-Claire, QC, Canada
Quebec, QC, Canada
Saint-Hyacinthe, QC, Canada
Salaberry-de-Valleyfield, QC, Canada
Sherbrooke, QC, Canada
Thetford Mines, QC, Canada
Trois-Rivières, QC, Canada
Val-d'Or, QC, Canada
Victoriaville, QC, Canada

Full-time

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Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 31, 2026
Posting language: English
Posted: Oct 8, 2026

Original job description

As an investment assistant, you play a hands-on role supporting the advisors by performing all the administrative and operational tasks involved in securities account management. You track client account transactions on a daily basis and resolve various administrative situations. You have to be proactive and think ahead. You have the leadership required to handle daily requests and perform tasks as instructed, in accordance with our high quality standards. You are in close, regular contact with our clients, employees and partners to answer questions, take action and keep tabs on any changes in circumstances. Highly developed interpersonal skills are therefore essential. In your actions, you strive to meet the needs of members and clients while ensuring their full satisfaction, business growth, sound risk and compliance management, and adherence to current practices and policies, as well as leveraging your ability to achieve results. More specifically, you will be required to :

Prepare the necessary documentation for member and client meetings.
Manage the advisors’ calendars and voicemail.
Complete account openings, forms and securities transactions as directed by the advisor(s).
Handle certain queries, perform the necessary research and propose solutions tailored to member and client needs.
Take part in producing reports and statistics and preparing related documents.

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

Customer Focus, Drive results, Interpersonal Savvy

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!

Job Family

Member/client sales and service (FG)

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More about this job

Responsibilities

You will support advisors by managing administrative and operational tasks related to securities accounts and client interactions. Responsibilities include preparing meeting documentation, managing calendars, processing account openings, and performing research to resolve client queries.

Requirements

The role requires a general college diploma in a related field and a minimum of two years of relevant experience. Candidates must possess strong interpersonal skills, a customer-focused mindset, and the ability to drive results while maintaining compliance standards.

Skills

Securities account management
Administrative support
Operational tasks
Client relations
Proactive
Leadership
Interpersonal skills
Risk management
Compliance management
Documentation preparation
Calendar management
Research
Reporting
Statistics
Customer focus
Drive results

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
Account management
Administrative
Operational
Client service
Compliance
Risk management
Reporting
Statistics
Hybrid work
Pension plan
Group insurance
Telemedicine
Customer focus
Interpersonal skills
Financial services

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