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Added 4 mins ago
OD
Facilities Project Coordinator
OT DEVELOPMENTS
Dartmouth, NS
- Full-time
Added 4 mins ago
DG
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- Full-time
Support the Administrative Manager with facilities coordination, vendor management, and office operations.
Added 10 mins ago
IF
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Edmonton, AB
- From $38 CAD / hour
- Full-time
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GB
Administrative assistant
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Québec, QC
- From $23.5 CAD / hour
- Full-time
- On-site
Added 14 mins ago
SB
Administrative assistant
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- From $30.2 CAD / hour
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Added 15 mins ago
VF
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- From $36.6 CAD / hour
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Review and evaluate new administrative procedures
Added 16 mins ago
SE
Administrative officer
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- From $36 CAD / hour
- Full-time
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Review and evaluate new administrative procedures
Added 21 mins ago
CX
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- From $36 CAD / hour
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Added 22 mins ago
SP
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- From $36.16 CAD / hour
- Full-time
- On-site
Establish and co-ordinate administrative policies and procedures
Added 30 mins ago
SC
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- From $36.92 CAD / hour
- Full-time
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Review and evaluate new administrative procedures
Added 32 mins ago
GA
Office manager
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- From $38.5 CAD / hour
- Full-time
- On-site
Review and evaluate new administrative procedures
Added 34 mins ago
HT
Master Data Mgmt Analyst
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- Full-time
Added 34 mins ago
NB
Wealth Associate
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- Full-time
Carry out the administrative management of client files by managing agendas, scheduling appointments, and preparing client meetings
Added 34 mins ago
NB
Wealth Associate
National Bank of Canada
Brossard, QC
- Full-time
Carry out the administrative management of client files by managing agendas, scheduling appointments, and preparing client meetings
Added 34 mins ago
NB
Wealth Associate
National Bank of Canada
Richmond Hill, ON
- Full-time
Carry out the administrative management of client files by managing agendas, scheduling appointments, and preparing client meetings
Added 35 mins ago
F
Administrative assistant
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Montréal, QC
- From $22 CAD / hour
- Full-time
- Temporary
- On-site
Added 36 mins ago
D
Dental assistant
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- From $36.92 CAD / hour
- Full-time
- On-site
Perform administrative functions for the dental laboratory
Added 38 mins ago
HK
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- $46 to $47 CAD / hour
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- On-site
Added 45 mins ago
MS
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- From $28 CAD / hour
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Perform administrative functions for the dental laboratory
Added 1 hour ago
D
Dental assistant
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- From $36.6 CAD / hour
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Added 1 hour ago
CO
Payroll and Benefits Administator
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Camrose, AB
- Full-time
Added 1 hour ago
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- From $60 CAD / hour
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- On-site
Establish financial and administrative controls; formulate and approve promotional campaigns; and approve overall human resources planning
Added 1 hour ago
S&
Office manager
S & R Trucking Inc.
Brampton, ON
- From $36 CAD / hour
- Full-time
- On-site
Carry out administrative activities of establishment
Added 1 hour ago
OS
Administrative assistant
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Montréal, QC
- From $35 CAD / hour
- Full-time
- On-site
Added 1 hour ago
TF
Office supervisor
TF Forward Thinking Inc.
Orléans, ON
- From $35 CAD / hour
- Full-time
- On-site

Desjardins

Advisor, Securities

Montreal, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 24, 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

College diploma in a related field
A minimum of one year 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

2026-10-23

Apply About employer

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 documentation, managing calendars, processing account openings, and resolving client queries.

Requirements

The role requires a college diploma in a related field and a minimum of one year of relevant experience. Candidates must possess strong interpersonal skills and be action-oriented with a focus on customer satisfaction.

Skills

Securities account management
Administrative support
Operational tasks
Client relations
Interpersonal skills
Proactive
Leadership
Risk management
Compliance management
Documentation preparation
Calendar management
Research
Data analysis
Reporting
Action oriented
Customer focus

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
Financial services
Documentation
Research
Customer satisfaction

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