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Added 8 mins ago
FF
Kennel attendant
Furry Friends Pet Resort
Hampton, ON
- $17.95 to $20 CAD / hour
- Full-time
- Part-time
- On-site
Added 11 mins ago
TO
Assistant Town Solicitor
Town of Oakville
Oakville, ON
- Full-time
Reporting to the Town Solicitor, as a member of the in-house Legal Department, the Assistant Town Solicitor serves to safeguard and advance the public interest of the municipal corporation…
Added 11 mins ago
Client Services Representative - Central Services
University of Guelph
Guelph, ON
…Laboratory (AHL) provides high-value, analytic and diagnostic services for the agricultural, food and veterinary sectors. AHL is seeking a qualified Client Services Representative to…
Added 26 mins ago
Support Worker (Domestic Assistant) - Tiwi Island
Calvary Healthcare
Canada
Report changes in client's health, care plans or if additional services are needed
Added 35 mins ago
PF
Pharmacy technical assistant
Pharmacie F.Duchesne et F.Morin
Chibougamau, QC
- $21 to $30 CAD / hour
- Full-time
- On-site
Added 41 mins ago
J
Assistant manager - retail
JobsMedia.io
Winnipeg, MB
- Full-time
Determine merchandise and services to be sold
Added 56 mins ago
CK
Registered Care Aide Needed with Car-Westshore
Comfort Keepers Victoria
BC · British Columbia, Canada
- Full-time
Assisting in the delivery of client care and home support services under the direction of the health care team
Added 56 mins ago
TH
Assistant manager, restaurant
Tim Hortons
Antigonish, NS
- From $21.95 CAD / hour
- Full-time
- On-site
Determine type of services to be offered and implement operational procedures
Added 1 hour ago
FC
Supply chain assistant
Fastenal Canada
Dieppe, NB
- $18 to $21 CAD / hour
- Part-time
- On-site
Obtain and examine all relevant information to assess client feedback, enquiries and complaints in the delivery of meaningful information and services.
Added 1 hour ago
RB
Administrative Assistant
Royal Bank of Canada
Timmins, ON
- Full-time
…join our leading wealth management firm as an Administrative…
Added 1 hour ago
LH
2600001111 - Physician Assistant
Lakeridge Health
Bowmanville, ON
- Full-time
The Physician Assistant will provide clinical services under the direct supervision of ED staff physicians and play a key role in supporting the patient experience. Expected duties and…
Added 1 hour ago
LC
Pharmacy Assistant - CPS
Loblaw Companies Limited
Calgary, AB
- Full-time
Looking for a career that offers a peaceful and high-tech work environment? Look no further than Central Pharmacy Services, - where tranquility and innovation go hand in hand. Our workplace…
Added 1 hour ago
IE
Assistant department manager - retail
IGA Extra Famille Vincent
Salaberry-de-Valleyfield, QC
- From $20 CAD / hour
- Full-time
- On-site
Added 1 hour ago
Volunteer Engagement & HR Team Lead [Term Contract]
Central Vancouver Island Multicultural Society
Nanaimo, BC
…in 1979, CVIMS provides support to newcomers and refugees. Services include settlement, employment, family, language and community programs. We are client-driven and committed to being…
Added 2 hours ago
B&
Assistant Transmission Engineer - Transmission & Distribution (Toronto)
Burns & McDonnell
Toronto, ON
- Full-time
The Assistant Transmission Engineer will work under the supervision of a licensed professional engineer to assist project teams to create world class designs for new projects, alterations…
Added 2 hours ago
CK
Registered Care Aide-Victoria with a Car
Comfort Keepers Victoria
Victoria, BC
- Full-time
Assisting in the delivery of client care and home support services under the direction of the health care team
Added 2 hours ago
CK
Registered Care Aide with a Car-Sooke
Comfort Keepers Victoria
Sooke, BC
- Full-time
Assisting in the delivery of client care and home support services under the direction of the health care team
Added 2 hours ago
CK
Registered Care Aide-Victoria for weekend shift
Comfort Keepers Victoria
Victoria, BC
- Full-time
Assisting in the delivery of client care and home support services under the direction of the health care team
Added 2 hours ago
CK
Registered Care Aide-Victoria for Cluster Shift
Comfort Keepers Victoria
Victoria, BC
- Full-time
Assisting in the delivery of client care and home support services under the direction of the health care team
Added 2 hours ago
CK
Registered Care Aide-Oak Bay
Comfort Keepers Victoria
Oak Bay, BC
- Full-time
Assisting in the delivery of client care and home support services under the direction of the health care team
Added 2 hours ago
CK
Registered Care Aide-Vancouver
Comfort Keepers Victoria
Vancouver, BC
- Full-time
Assisting in the delivery of client care and home support services under the direction of the health care team
Added 2 hours ago
CK
Registered Care Aide With A Car-Sidney
Comfort Keepers Victoria
Sidney, BC
- Full-time
Assisting in the delivery of client care and home support services under the direction of the health care team
Added 2 hours ago
CK
Registered Care Aide-Richmond
Comfort Keepers Victoria
Richmond, BC
- Full-time
Assisting in the delivery of client care and home support services under the direction of the health care team
Added 2 hours ago
T
Professional Assistant Branch Manager Wealth
TD
Ottawa, ON
- Full-time
The role of Assistant Branch Manager reports directly to the Branch Manager and is one of the key leadership positions on the TD Wealth leadership team and an integral part of TD Bank’s…
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…

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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