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Jobs in Canada

25+ jobs

Added 28 mins ago
RB
Client Advisor
Royal Bank of Canada
Ajax, ON
- Full-time
· Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 28 mins ago
RB
Administrative Assistant
Royal Bank of Canada
Vancouver, BC
- Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized…
Added 28 mins ago
RB
Banking Advisor
Royal Bank of Canada
Dauphin, MB
- Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 39 mins ago
SG
Quantitative Advisor -Model Risk Management
Societe Generale
Montreal, QC
- 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 43 mins ago
C
Financial Advisor CIRO-ID
CIBC
London, ON · Stoney Creek-Barton and Millen
- Full-time
…services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and…
Added 43 mins ago
CG
Senior Wealth Advisor
Canaccord Genuity Group Inc.
Vancouver, BC
- Full-time
Senior Wealth Advisor - Stenner Wealth Partners+
Added 1 hour ago
P
Senior Trader
Purpose
Toronto, ON
- Full-time
…Purpose Unlimited’s businesses include Purpose Investments, Advisor Solutions by Purpose, and…
Added 1 hour ago
RD
Associate- EN
RBC Dominion Securities
Brossard, QC
- Full-time
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 hour ago
RD
Senior Associate
RBC Dominion Securities
Richmond Hill, ON
- Full-time
The RBC Dominion Securities branch located in Richmond Hill is looking for a resourceful, efficient and collaborative individual to join a high-performing Director's Council Team.
Added 1 hour ago
RD
Associate
RBC Dominion Securities
Vancouver, BC
- Full-time
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 hour ago
SL
Partenaire, développement des affaires/Business Development Partner
Sun Life Québec
Sherbrooke, QC
- Full-time
Added 1 hour ago
NB
Wealth Associate National Bank Financial
National Bank Financial
AB · Edmonton, AB
- Full-time
Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)
Added 1 hour ago
B
Regional Supervision Officer, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
…ensure branch activities are conducted in accordance with CIRO, securities regulations, and internal…
Added 2 hours ago
RD
Associate- EN
RBC Dominion Securities
Montreal, QC
- Full-time
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 2 hours ago
RB
Client Advisor
Royal Bank of Canada
Vancouver, BC
- Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 2 hours ago
RB
Banking Advisor
Royal Bank of Canada
Hillsburg, MB
- Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 2 hours ago
RB
Associate
Royal Bank of Canada
Vancouver, BC
- Full-time
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 2 hours ago
RB
Senior Associate
Royal Bank of Canada
Richmond Hill, ON
- Full-time
The RBC Dominion Securities branch located in Richmond Hill is looking for a resourceful, efficient and collaborative individual to join a high-performing Executive Council Team.
Added 2 hours ago
P
Operations Specialist
Purpose
Vancouver, BC
- Full-time
…Purpose Unlimited’s businesses include Purpose Investments, Advisor Solutions by Purpose, and…
Added 2 hours ago
R
Client Advisor
RBC
Vancouver, BC
- Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 2 hours ago
R
Associate
RBC
Vancouver, BC
- Full-time
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 2 hours ago
R
Client Advisor
RBC
Ajax, ON
- Full-time
· Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 3 hours ago
ScotiaMcLeod Administrative Associate (Contract)
Scotiabank
Vancouver, BC
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 3 hours ago
R
Administrative Assistant
RBC
Vancouver, BC
- Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized…
Added 3 hours ago
R
Client Advisor
RBC
Smooth Rock Falls, ON
- Part-time
…a great career with us as a future Account Manager/Banking…

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

Apply About employer

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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