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Added 6 mins ago
M
Accounting Technician, Assurance & Accounting
MNP
Montreal, QC
- Full-time
…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 6 mins ago
M
Real Estate Appraiser
MNP
Montreal, QC
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll monitor markets and legislative changes to ensure that clients are utilizing all available programs and…
Added 6 mins ago
M
Senior Accountant, Assurance and Accounting - Private Enterprise Audit
MNP
Vancouver, BC
- Full-time
…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 mins ago
UM
Parts advisor
Unity Motor Products Ltd.
Unity, SK
- From $24.95 CAD / hour
- Full-time
- On-site
Added 51 mins ago
A
Représentant(e) des ventes- Grands comptes (CHASSEUR)/Senior Sales Representative, Up Market Accounts (Hunter)
ADP
Montreal, QC
- Full-time
Added 51 mins ago
A
Pre-Sales Solution Consultant
ADP
Mississauga, ON
- $59,300 to $94,800 CAD / year
- Full-time
Trusted Advisor: Comfortable leading client conversations and recommending solutions.
Added 1 hour ago
M
Accounting Technician, Assurance & Accounting
MNP
Virden, MB
- Full-time
…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 1 hour ago
SO
Senior Advanced Planning Advisor
Stone Owl Family Office
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…continue to expand, we are looking for a Senior Advanced Planning Advisor to join our team and play a key role in delivering customized tax-efficient wealth strategies to our…
Added 1 hour ago
RI
Damage Insurance Agent (Bilingual)- EN
RBC Insurance
Drummondville, QC
- Full-time
As an RBC bilingual 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…
Added 1 hour ago
RI
Damage Insurance Agent (Bilingual)- EN
RBC Insurance
Sherbrooke, QC
- Full-time
As an RBC bilingual 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…
Added 1 hour ago
BC
Technical Delivery Lead
BrainRidge Consulting
Toronto, ON
- Full-time
Act as a trusted technical advisor to client stakeholders, translating between business needs and technical solutions.
Added 2 hours ago
R
Branch Manager Advisor
RBC
Wawanesa, MB
- Full-time
As a Branch Manager Advisor, you fulfill a critical role in the branch with 40-50% of your time spent providing advice to clients as a Financial Advisor and 50-60% in a Branch leadership…
Added 2 hours ago
CT
Parts advisor
Coast Tire Inc.
Charlottetown, PE
- From $20 CAD / hour
- Full-time
- On-site
Added 2 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Saint-Hyacinthe, QC · St-Hyacinthe, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 2 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Saint-Marc-des-Carrières, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 2 hours ago
NB
Banking Advisor
National Bank of Canada
Beloeil, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 2 hours ago
NB
Banking Advisor
National Bank of Canada
Longueuil, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 2 hours ago
NB
Banking Advisor
National Bank of Canada
Boisbriand, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 2 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Boucherville, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 2 hours ago
T
PIA Client Service Associate
TD
Kingston, ON
- Full-time
…value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor…
Added 2 hours ago
T
Senior Practice Consultant, Private Wealth Management
TD
Vancouver, BC
- Full-time
…and providing thought leadership that will drive legendary Client Experiences, Advisor and business growth to help grow sustainable market…
Added 3 hours ago
DF
Associate - Wealth Management (Global Client Group)
Dimensional Fund Advisors
Vancouver, BC
- Full-time
The Canadian Wealth Management Group is part of Dimensional’s Global Client Group (GCG). GCG is Dimensional’s distribution arm, comprising sales channels that target a diverse client set.…
Added 3 hours ago
C
Investment Banking Analyst - Metals & Mining
Citi
Toronto, ON
- Full-time
…The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for…
Added 3 hours ago
C
Associate Investment Advisor CIBC Wood Gundy (Commission only)
CIBC
London, ON
- Full-time
As a member of CIBC Wood Gundy, you will be responsible for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and…
Added 3 hours ago
TO
Senior Accounting & Tax Consultant Canada – ERP Implementation (Consultant)
Talent Orbis | Executive Search and Leadership Consultancy Firm
Montreal, QC
- Contract
…Accounting & Tax Consultant to advise, guide, and train our client’s finance and operations teams during the implementation of an ERP system. This is a pure advisory engagement - the…

Desjardins

Advisor, Securities

Montreal, QC, Canada

Full-time

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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

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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 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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