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Added 13 mins ago
HR
Adjoint(e), Shopping personnalisé
Holt Renfrew
Montreal, QC
- Full-time
Téléphone et envoie des courriels au nom du/de la conseiller(ère) en shopping personnalisé tout en offrant un service à la clientèle supérieur et en assurant le suivi de façon…
Added 13 mins ago
C
Assistant(e) gérant(e) à temps partiel
Cineplex
Dorion, ON · CPX Dorion
- Part-time
…passionnés de cinéma et cherchent à mettre leur expérience au service d'une soirée amusante et…
Added 24 mins ago
CK
Administrative assistant - office
Canada Kings Carrier Inc.
Stony Mountain, MB
- From $26.5 CAD / hour
- Full-time
- On-site
Added 28 mins ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Montreal, QC
- Part-time
Saluer le client rapidement et recueillir les renseignements sur l’ordonnance conformément aux normes.
Added 28 mins ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Sherbrooke, QC
- Full-time
Saluer le client rapidement et recueillir les renseignements sur l’ordonnance conformément aux normes.
Added 28 mins ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles
Shoppers Drug Mart
Montreal, QC
- Full-time
Saluer le client rapidement et recueillir les renseignements sur l’ordonnance conformément aux normes.
Added 58 mins ago
TP
Educational Assistant - Palliser Beyond Borders - Temp Full-Time
The Palliser School Division
Coaldale, AB
- Full-time
invites enthusiastic individuals to apply for the position of Temporary, Full-Time Educational Assistant to join our team starting October 26, 2026 (or date mutually agreed upon). This role…
Added 58 mins ago
Customer Experience Manager
Laura Canada
Ottawa, ON
As part of Management, the Store Assistant Manager possesses a passion for fashion and customer service. They recruit and lead a winning team that provides a unique and memorable shopping…
Added 58 mins ago
UO
Receptionist, Gateway Team-Based Care Teaching Clinic (GTBCTC)
University of British Columbia
Vancouver, BC · UBCV | MacIsaac Health Building (GWHB)
- $4,334 to $4,445 CAD / month
- Full-time
CUPE 2950 Salaried - Clinical Assistant (Gr3)
Added 58 mins ago
C&
Legal Assistant
Clyde & Co
Toronto, ON
- Full-time
The legal assistant will be supporting a team of lawyers and/or partners whose practice areas include commercial insurance coverage and civil litigation. In this role, the assistant will be…
Added 58 mins ago
D
Assistant Manager - Market Development
Desjardins
L'Île-Perrot, QC · Caisse Desjardins de Vaudreuil-Soulanges
- Full-time
As a market development assistant manager, you support Desjardins’s strategic priorities by leading your department, tapping into the full market potential and meeting the needs and…
Added 1 hour ago
Executive Assistant
Teneo
Toronto, ON
The Executive Assistant will oversee special projects or activities, coordinate daily schedules/calendars, prepare the Executive for meetings, manage domestic and international travel, and…
Added 1 hour ago
HS
Overnight Awake Support Worker Regular PT
Hopewell Support Services
Guelph, ON
- Part-time
Competitive regular hourly wage rate for hours worked $24.94 and flexible work schedule based on client & staff needs.
Added 1 hour ago
R
Administrative Assistant
RBC
Vancouver, BC
- Full-time
Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
Added 1 hour ago
Event Technician - Casual
BC Pavilion Corporation (owner and operator of BC Place and Vancouver Convention Centre)
Vancouver, BC
You will assist in coordinating event schedules and team assignments, preparing cost estimates, resolving client and exhibitor billing and service inquiries, and review electrical and…
Added 1 hour ago
VC
Veterinary Assistant - Amherst Veterinary Hospital
VetCare Canada
Vancouver, BC
- Full-time
We are a full-service hospital with long term staff, striving to provide excellent quality of care and medicine for our patients, excellent client service and a positive environment for our…
Added 2 hours ago
Food Services Assistant (2026-1105)
Carewest Innovative Healthcare
Calgary, AB
Reporting to the Manager, Food Services this position is responsible for providing excellent customer service to clients, families, visitors and staff in accordance with established…
Added 2 hours ago
C
Administrative Assistant
CIBC
Nanaimo, BC
- Full-time
CIBC’s Wood Gundy team is the full-service brokerage division of CIBC serving our high net worth clientele. As an Administrative Assistant you will be responsible for providing…
Added 2 hours ago
DQ
Assistant manager, restaurant
Dairy Queen Colwood
Victoria, BC
- From $36.65 CAD / hour
- Full-time
- On-site
Added 2 hours ago
MR
Restaurant assistant manager
McDonald's Restaurants
Mill Bay, BC
- From $57,595.2 CAD / year
- Full-time
- On-site
Added 2 hours ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Montreal, QC
- Part-time
Saluer le client rapidement et recueillir les renseignements sur l’ordonnance conformément aux normes.
Added 2 hours ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Saint-Lambert, QC
- Full-time
Saluer le client rapidement et recueillir les renseignements sur l’ordonnance conformément aux normes.
Added 2 hours ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Montreal, QC
- Full-time
Saluer le client rapidement et recueillir les renseignements sur l’ordonnance conformément aux normes.
Added 2 hours ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel jour
Shoppers Drug Mart
Montreal, QC
- Part-time
Saluer le client rapidement et recueillir les renseignements sur l’ordonnance conformément aux normes.
Added 2 hours ago
LC
Assistant temps partiel jour Embauche feu vert
Loblaw Companies Limited
Granby, QC
- Part-time
À titre de collègue dans l’un de nos magasins, vous aurez une répercussion immédiate sur les ventes et sur la satisfaction du client en :

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, 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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