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Added 3 mins ago
HB
Assistant Manager - BOSS Outlet, Mirabel
HUGO BOSS Canada, Inc.
Mirabel, QC
- Other
Establish a goal oriented selling culture that focuses on relationship selling, building a client base and exceptional service.
Added 3 mins ago
HB
Assistant Store Manager - HUGO Outlet, Cross Iron Mills
HUGO BOSS Canada, Inc.
Calgary, AB
- Other
Establish a goal oriented selling culture that focuses on relationship selling, building a client base and exceptional service.
Added 44 mins ago
FF
Kennel attendant
Furry Friends Pet Resort
Hampton, ON
- $17.95 to $20 CAD / hour
- Full-time
- Part-time
- On-site
Added 48 mins ago
Client Services Representative - Central Services
University of Guelph
Guelph, ON
…agricultural, food and veterinary sectors. AHL is seeking a qualified Client Services Representative to provide front-line client service, specimen accessioning, and data-entry in the…
Added 58 mins ago
AA
Administrative assistant
Ajit and Sons Transport Inc.
Mississauga, ON
- From $37.5 CAD / hour
- Full-time
- On-site
Added 1 hour ago
Support Worker (Domestic Assistant) - Tiwi Island
Calvary Healthcare
Canada
Promote Client Choice, positive routines and activities ensuring they are meaningful to the client as per Calvary home Care's Service Delivery Model.
Added 1 hour ago
J
Assistant manager - retail
JobsMedia.io
Winnipeg, MB
- Full-time
Added 1 hour ago
NM
Office administrative assistant
Nason Maillet Financial Solutions Inc
Fredericton, NB
- $18 to $20 CAD / hour
- Full-time
- On-site
Greet people and direct them to contacts or service areas
Added 1 hour ago
TH
Assistant manager, restaurant
Tim Hortons
Antigonish, NS
- From $21.95 CAD / hour
- Full-time
- On-site
Added 1 hour ago
TP
Office administrative assistant
TRITON Property Management & Maintenance
Yellowknife, NT
- $36 to $38 CAD / hour
- Full-time
- On-site
Greet people and direct them to contacts or service areas
Added 1 hour ago
NC
Administrative assistant
Northbound Contractors Ltd.
Norman Wells, NT
- $36 to $37 CAD / hour
- Full-time
- On-site
Added 1 hour ago
PB
Key Leader
Poppy Barley Inc.
Vancouver, BC
- Part-time
Focus on selling relationships, building a client base and offering elevated and exemplary customer service.
Added 2 hours ago
RM
Administrative assistant
Ralph mackay's Auto repair
Riverview, NB
- From $26 CAD / hour
- Full-time
- On-site
Greet people and direct them to contacts or service areas
Added 2 hours ago
RB
Administrative Assistant
Royal Bank of Canada
Timmins, ON
- Full-time
Tap into your superior problem resolution skills to provide proactive client service.
Added 2 hours ago
LH
2600001111 - Physician Assistant
Lakeridge Health
Bowmanville, ON
- Full-time
" Superior work ethic, professionalism and reliability; demonstrated commitment to providing outstanding customer/client service;
Added 2 hours ago
LC
Pharmacy Assistant - CPS
Loblaw Companies Limited
Calgary, AB
- Full-time
Operate and maintain the prescription automation equipment used to generate and produce weekly compliance packs or vials for client pharmacies
Added 2 hours ago
HP
Pharmacy Assistant
Heart Pharmacy Group
Victoria, BC
- $19 to $24 CAD / hour
- Full-time
As a Pharmacy Assistant, you will support our pharmacists with day-to-day pharmacy activities. Your work, from dispensing prescriptions to providing outstanding customer service, will…
Added 2 hours ago
NT
Administrative assistant
NT Temps Inc
Alliston, ON
- From $20 CAD / hour
- Part-time
- On-site
Added 2 hours ago
M
Restaurant assistant manager
Makilala
Toronto, ON
- $27 to $35 CAD / hour
- Full-time
- On-site
Added 3 hours ago
S
Assistant manager, restaurant
Subway
Courtenay, BC
- From $29 CAD / hour
- Full-time
- On-site
Added 3 hours ago
T
Professional Assistant Branch Manager Wealth
TD
Ottawa, ON
- Full-time
TD Private Wealth Management is a premier full-service brokerage and wealth management business with an unwavering focus on becoming the leading, most respected Wealth Management Advisory…
Added 3 hours ago
VC
Community Care Assistant (Community Health Worker)
Vancouver Coastal Health
Powell River, BC
- $29.76 to $31.64 CAD / hour
- Part-time
Within the context of a client and family centered care model and in accordance with established vision and values of the organization, the Community Care Assistant works under the…
Added 3 hours ago
ML
Administrative assistant
Massage Life Rabbit Hill
Edmonton, AB
- From $37.5 CAD / hour
- Full-time
- On-site
Greet people and direct them to contacts or service areas
Added 3 hours ago
CD
Assistant manager - food services
Café Dépôt St-Janvier
Mirabel, QC
- $20 to $24 CAD / hour
- Full-time
- On-site
Added 4 hours ago
EC
Administrative Assistant PT
EHN Canada
Carters Point, NB
- $22 to $25 CAD / hour
- Part-time
A key component of this position is supporting health-record quality and compliance through routine audits of client medical records within the electronic medical record (EMR). The…

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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