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Wealth Associate
National Bank of Canada
Sherbrooke, QC
- Full-time
Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)
Added 9 hours ago
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Wealth Associate
National Bank of Canada
Ottawa, ON
- Full-time
Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)
Added 9 hours ago
NB
Wealth Associate
National Bank of Canada
Brossard, QC
- Full-time
Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)
Added 9 hours ago
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Wealth Associate
National Bank of Canada
Richmond Hill, ON
- Full-time
Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)
Added 15 hours ago
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Banking Advisor
RBC
Hanna, AB
- Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
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Associate Financial Advisor
CIBC
Charlottetown, PE · PEI-University and Belvedere
- Full-time
…difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple,…
Added 15 hours ago
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Financial Advisor
CIBC
Rouyn-Noranda, QC · Principale & Perreault
- Full-time
…services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and…
Added 15 hours ago
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Financial Advisor CIRO-ID (Urban)
CIBC
Belleville, ON
- Full-time
…services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and…
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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…
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Branch Manager Advisor
RBC
Wawanesa, MB
- Full-time
Canada (excluding Quebec): Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
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Client Advisor
RBC
Conception Bay South, NL
- Part-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
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Client Advisor
RBC
Mount Pearl, NL
- Part-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
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Financial Advisor Intern
RBC
Richmond, BC
- Full-time
Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
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Associate
RBC Dominion Securities
Red Deer, AB
- Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized…
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Financial Advisor - CIRO-MFD/AMF
CIBC
Brossard, QC
- Full-time
…services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and…
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Client Advisor
RBC
St. John's, NL
- Part-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 1 day ago
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Associate Financial Advisor
CIBC
Timmins, ON
- Full-time
…difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple,…
Added 1 day ago
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Financial Advisor CIRO-MFD
CIBC
Whitehorse, YT
- Full-time
…services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and…
Added 1 day ago
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Financial Advisor-CIRO-MFD/AMF
CIBC
Castlegar, BC
- Full-time
…services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and…
Added 1 day ago
RB
Client Advisor
Royal Bank of Canada
St. John's, NL
- Part-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 1 day ago
RD
Administrative Assistant
RBC Dominion Securities
Vancouver, BC
- Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized…
Added 1 day ago
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Associate Advisor
Royal Bank of Canada
Ottawa, ON
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 1 day ago
RB
Client Advisor
Royal Bank of Canada
Craik, SK
- Part-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 1 day ago
RB
Client Advisor
Royal Bank of Canada
Yorkton, SK
- Part-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 1 day ago
RD
Portfolio Advisor, Portfolio Construction & Practice Management
RBC Dominion Securities
Toronto, ON
- Full-time
…Management team provides investment guidance to 2,200 RBC Dominion Securities advisors. This role supports advisors in planning, constructing, and managing multi-asset portfolios for retail…

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, including documentation, account openings, and transaction processing. Additionally, you will maintain regular contact with clients to resolve queries, track account activity, and ensure high-quality service standards.

Requirements

The position requires a college diploma in a related field and a minimum of one year of relevant experience. Candidates must possess strong interpersonal skills, be action-oriented, and demonstrate a commitment to customer service and compliance.

Skills

Securities account management
Administrative support
Operational tasks
Client relations
Interpersonal skills
Proactive
Leadership
Risk management
Compliance management
Documentation preparation
Calendar management
Research
Reporting
Statistics
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
Customer satisfaction
Business growth

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