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Added 1 hour ago
BP
Pharmacy Practice Advisor - Pharmacist
Brunswick Pharmacy
Moncton, NB
- Full-time
We are currently seeking a pharmacist to fill the role of Pharmacy Practice Advisor who will be responsible for carrying out the Site Assessment program at the New Brunswick College of…
Added 1 hour ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
…values. We are dedicated to offering our customers the highest quality products and services and are looking for people with the inspiration and talent to develop with us as we pursue our…
Added 2 hours ago
HA
Senior Water Resources Engineer
Hazen and Sawyer
Calgary, AB
- Full-time
Lead projects and interface with clients through all project phases, from business and client development through project execution, acting as a trusted advisor.
Added 2 hours ago
TA
Vice President, Finance & Tax
Thorek/Scott and Partners
Toronto, ON
- Full-time
…treasury, financial operations and risk management. As a trusted advisor, this individual will translate complex financial matters into clear recommendations that support wealth…
Added 3 hours ago
HG
Sales Associate
H&M Group
Toronto, ON
- Part-time
COS offers a wardrobe of ready-to-wear and accessories rooted in exceptional quality and lasting design. The brand has an elevated aesthetic that embodies luxury with an emphasis on…
Added 3 hours ago
S
Director of Finance
SHIPSHEY
Mississauga, ON
- $98,968.67 to $118,320 CAD / year
- Full-time
Serve as a key advisor on financial strategy, risk management, budgeting, forecasting, and business planning
Added 3 hours ago
GV
Assistant Practice Manager
Groupe Vision New Look Inc
Campbell River, BC
- $25 to $28 CAD / hour
- Full-time
We're looking for an experienced Optical Advisor with a minimum of three years of direct patient-facing experience who is interested in growing into a leadership role.
Added 3 hours ago
NM
Shop Foreperson
Nelson Motors and Equipment
Avonlea, SK
- Full-time
…reflects our promise of delivering reliable, customer focused, and quality driven…
Added 3 hours ago
C
Sales Associate
COS
Toronto, ON
- Part-time
COS offers a wardrobe of ready-to-wear and accessories rooted in exceptional quality and lasting design. The brand has an elevated aesthetic that embodies luxury with an emphasis on…
Added 3 hours ago
AI
Service Manager - 417 Nissan
AutoCanada Inc.
Ottawa, ON
- $75,000 to $125,000 CAD / year
- Full-time
…customer relationships and ensuring repeat customers by delivering quality service, recommending additional products and services and by addressing any customer concerns or complaints…
Added 3 hours ago
AI
Front Counter Parts Advisor - Guelph Kia
AutoCanada Inc.
Guelph, ON
- $37,400 to $55,000 CAD / year
- Full-time
The Parts Advisor will be responsible for researching and sourcing parts for customers and technicians, ensuring timely and accurate part orders, and facilitating the sales process. Will…
Added 4 hours 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 5 hours ago
R
Senior Principal DSX Data Scientist
Roche
Mississauga, ON · Canada Pharma Campus
- Full-time
…tools, environments, and workflows that enable efficient, high-quality statistical computing across Product Development Data Sciences (PDD). This role focuses on creating and maintaining…
Added 6 hours ago
RM
Manager, Human Resources
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
…care. The Ross family takes pride in providing compassionate, quality patient…
Added 6 hours ago
BC
Technical Delivery Lead
BrainRidge Consulting
Toronto, ON
- Full-time
Weigh speed, quality and scope pragmatically, and explain your decisions clearly to the team and the client.
Added 6 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
…values. We are dedicated to offering our customers the highest quality products and services and are looking for people with the inspiration and talent to develop with us as we pursue our…
Added 7 hours ago
TO
Senior Accounting & Tax Consultant Canada – ERP Implementation (Consultant)
Talent Orbis | Executive Search and Leadership Consultancy Firm
Montreal, QC
- Contract
Quality and clarity of accounting/tax strategies and process definitions.
Added 8 hours ago
B
Senior Manager, Credit Risk Strategy Oversight
BMO
Toronto, ON · BMOPLACE
- Full-time
…will influence strategic credit outcomes, elevate decision quality, and help embed sound credit practices across the lifecycle. This role provides meaningful opportunities to strengthen…
Added 8 hours ago
B
Director & Assistant Market Leader, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
…passionate about developing talent, driving a strong client and advisor experience, and supporting the success of our branch and market…
Added 8 hours ago
M
People Services AI Solutions & Configuration Lead
Manulife
Toronto, ON · Waterloo, ON
- Full-time
Added 9 hours ago
D
Director- M&A Human Capital Due Diligence & Value Creation
Deloitte
Toronto, ON
- Full-time
…allows our friends, families, and communities to enjoy the quality of life that comes with a sustainable future. And as the largest 100% Canadian-owned and operated professional services…
Added 10 hours ago
Pharmacy Assistant IA (Casual - All Locations)
Fraser Health
BC · Fraser Health, British Columbia
You will take a conscientious, hands-on approach to deliver high quality and precise work. A methodical approach is essential, to complete routine day to day tasks, and manage changing…
Added 10 hours ago
RD
Associate
RBC Dominion Securities
Red Deer, AB
- Full-time
Ad hoc analysis on products and/or accounts as directed by the Advisor Team.
Added 11 hours ago
CO
Business Advisor
City of Saint John
Saint John, NB
- Full-time
The Business Advisor plays a key role in advancing the City of Saint John’s commitment to providing responsive, consistent and high-quality customer service.
Added 11 hours ago
M
Senior Advisor, Strategy, Planning & Partnerships
Metrolinx
Canada
- Full-time
The Strategy, Planning and Partnerships team is seeking one permanent, and one 18-month contract Senior Advisor who will be responsible for developing proactive insights and undertaking…

Desjardins

Advisor, Securities

Montreal, QC, Canada

Full-time

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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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