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Added 1 min ago
TS
Budtender
Tokyo Smoke
Regina, SK
- Part-time
…organization’s success by imparting cannabis wisdom and achieving sales…
Added 1 hour ago
SD
Merchandiser, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Shelburne, ON
- Full-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 1 hour ago
SD
Receiver, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Shelburne, ON
- Full-time
Maintains efficient flow of merchandise from the receiving door to the sales floor.
Added 1 hour ago
SC
Full Time Baker - Admirals Thrifty Foods
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Victoria, BC
- Full-time
Monitor inventory levels, manage ordering, and minimize waste while meeting sales and margin targets.
Added 1 hour ago
LC
Viande Assistant Gérant/Superviseur temps plein jour
Loblaw Companies Limited
Bois-des-Filion, QC
- Full-time
Added 1 hour ago
Assistant Store Manager
Suitsupply
Toronto, ON
…solving problems is something that comes naturally to you. As an Assistant Store Manager, you will support the Store Manager to achieve sales and service targets; maintaining best practices…
Added 2 hours ago
SD
Merchandiser, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Guelph, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 2 hours ago
Sales Assistant (Jaguar-Land Rover Richmond)
Go Auto
Richmond, BC
Join our dynamic team at Go Auto where we believe in unlocking your potential and fueling your career growth! As a Sales Assistant with Jaguar-Land Rover Richmond, you'll be an integral…
Added 2 hours ago
LC
Charcuterie Assistant Gérant/Superviseur temps plein jour Embauche feu vert
Loblaw Companies Limited
Coteau-du-Lac, QC
- Full-time
Added 3 hours ago
TH
Department Supervisor: Full Time - DUNCAN
The Home Depot Canada
Duncan, BC
- Full-time
Reviewing sales & other reports while working with assistant manager to make recommendations for improvement on; inventory, overhead organization and cross merchandising in order to drive…
Added 3 hours ago
TH
SUPERVISEUR 23/24/59
The Home Depot Canada
Duncan, BC
- Full-time
Reviewing sales & other reports while working with assistant manager to make recommendations for improvement on; inventory, overhead organization and cross merchandising in order to drive…
Added 3 hours ago
NI
Senior Sales Coordinator
Nawkaw Inc.
Mississauga, ON
- Full-time
Your primary focus is the sales team and the processes that keep sales moving. The Sales Manager has separate Executive Assistant support; you will step in with sales-related administrative…
Added 3 hours ago
BP
SALES ASSISTANT / ADMINISTRATION TO PETER DIAMANTAKIS
Barry Plant Taylors Lakes
Pakenham, ON
- Full-time
We’re looking for a motivated, organised and energetic person to join Team Diamantakis in an Assistant / Administration role at Barry Plant Pakenham.
Added 4 hours ago
MAC Fairview Assistant Store Manager
ELC Beauty LLC
Toronto, ON
We are seeking an inspirational and dynamic Assistant Store Manager to play a leading role in the success of the store/counter by supporting the Store Manager to lead, coach and develop our…
Added 8 hours ago
LC
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Toronto, ON
- Full-time
…focusing on improving product flow from the backroom to the sales…
Added 8 hours ago
LC
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Toronto, ON
- Full-time
…focusing on improving product flow from the backroom to the sales…
Added 8 hours ago
LC
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Toronto, ON
- Full-time
…focusing on improving product flow from the backroom to the sales…
Added 8 hours ago
ES
AI Architect
EPAM Systems
Canada
- Full-time
Define the evaluation strategy for each system: how we will know that an assistant or agent fits the business scope, not just that it produces fluent output
Added 10 hours ago
CK
Gérant Magasin
Circle K
Chambly, QC
- Full-time
Leadership and Management: Directly supervises the activities of 2 or more full-time employees which may include Assistant Manager(s), Lead Representative(s) and Customer Service…
Added 12 hours ago
SD
Assistant Front Store Manager, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Mississauga, ON
- Part-time
…focusing on improving product flow from the backroom to the sales…
Added 12 hours ago
SD
Merchandiser, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Brampton, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 12 hours ago
CB
Sales Assistant - Full-time
COBS Bread
Grande Prairie, AB
- Full-time
At COBS Bread, we celebrate fresh. Our Sales Assistants are experts in freshness, and in giving our customers a great in-bakery experience. Right now, we are looking for personable Sales…
Added 13 hours ago
CB
Sales Assistant - Full-time
COBS Bread
Grande Prairie, AB
- $33,000 to $35,000 CAD / year
- Full-time
At COBS Bread, we celebrate fresh. Our Sales Assistants are experts in freshness, and in giving our customers a great in-bakery experience. Right now, we are looking for personable Sales…
Added 14 hours ago
LC
Merchandiser, Hourly Part Time Evening
Loblaw Companies Limited
Calgary, AB
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 14 hours ago
LC
Assistant Front Store Manager, Hourly Part Time Day
Loblaw Companies Limited
West Kelowna, BC
- Part-time
…focusing on improving product flow from the backroom to the sales…

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

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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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