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Added 5 hours ago
A
Back Office Administrator
Altis
Markham, ON
- $24 to $27 CAD / hour
- Contract
Are you detail-oriented, organized, and looking to build your experience in financial services? We're seeking two Back Office Administrators to join a collaborative wealth management…
Added 5 hours ago
HI
Senior Accounts Receivable Analyst
Healthcare Insurance Reciprocal of Canada (HIROC)
Toronto, ON
- Full-time
Healthcare Insurance Reciprocal of Canada (HIROC) is a trusted healthcare safety advisor, committed to offering a full spectrum of insurance, risk and claims management products and support.
Added 5 hours ago
MW
Associate Investment Advisor
Manulife Wealth
Pointe-Claire, QC
- Full-time
Start a career as an independent advisor, not just a job in finance.
Added 5 hours ago
Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Abbotsford, BC
Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in Abbotsford, BC at our Clayburn Plaza office. Do you love to talk about insurance and provide…
Added 5 hours ago
SL
Wealth Sales Representative
Sun Life
Toronto, ON · Sun Life Toronto One York
- Full-time
Assist wholesaler in developing client base segmentation and a strategic business plan to increase sales from advisors in region
Added 5 hours ago
B
Directeur·trice SEO | SEO Director
Bloom
Montreal, QC
- Full-time
…Generative Engine Optimization - GEO), ainsi que la satisfaction…
Added 5 hours ago
D
Advisor, Securities
Desjardins
Mont-Saint-Hilaire, QC
- Full-time
…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…
Added 5 hours ago
IF
Associate, Sales and Customer Service - Bilingual
Intact FC
Laval, QC
- Full-time
…Associate, Sales and Customer Service, you’ll become a trusted advisor in helping Canadians protect the things they care…
Added 5 hours ago
LP
Loro Piana, Client Advisor - Yorkdale
Loro Piana
Toronto, ON
- $23 to $27 CAD / hour
- Full-time
We are seeking a Client Advisor to join our team at Loro Piana. As a client advisor, you will play a crucial role in the overall success of the store by driving sales growth and delivering…
Added 5 hours ago
BI
Member Implementation Advisor
Better Impact
Remote, Canada
- $58,000 to $63,000 USD / year
- Full-time
- Remote
We're looking for a Member Implementation Advisor to help new members successfully launch and adopt Better Impact software.
Added 6 hours ago
GG
Benefits Specialist - Renewals (Contract Position)
Gryphin Group Services Inc.
Hamilton, ON
- Contract
Create/Prepare client ready reports for presentation to clients
Added 6 hours ago
IW
Portfolio Strategist
IG Wealth Management
Quebec, QC
- Full-time
Provide portfolio analysis and client account review services using Eikon, Factset & Morningstar Advisor Workstation programs.
Added 6 hours ago
W
Regional Manager, British Columbia
Wellington-Altus
Vancouver, BC
- Full-time
Reporting to the Executive Vice-President, Advisor Support, Services & Strategy this position is responsible for supporting advisor teams in their region.
Added 6 hours ago
EG
Senior Terrestrial Biologist / Ecologist
Egis Group
Mississauga, ON
- $120,000 to $135,000 CAD / year
- Full-time
Lead the strategic growth of the Ecological Services practice by identifying emerging market opportunities, regulatory trends, new service offerings and client needs.
Added 6 hours ago
Senior Manager, Branch & ABM Transformation
Scotiabank
Toronto, ON
Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
Added 6 hours ago
T
Manager, Command Centre, Enterprise Workforce Management
TD
London, ON · Toronto, ON
- Full-time
The Workforce Management (WFM) team is a strategic enabler within the North American Shared Services model, supporting customer and colleague experience across all Phone Channel lines of…
Added 6 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Quebec, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 6 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Amos, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 6 hours ago
NB
Banking Advisor
National Bank of Canada
Laval, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 6 hours ago
PC
Regional Wholesaler – Investment Solutions
Peakhill Capital
Toronto, ON
- Full-time
Market Intelligence: Monitor industry developments, competitive offerings, advisor trends, and client needs to identify opportunities for business growth.
Added 6 hours ago
D
Advisor, Securities
Desjardins
Quebec, QC
- Full-time
As a securities advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services…
Added 6 hours ago
M
Global Digital Product Manager
Manulife
Toronto, ON
- Full-time
…and partners to implement AEM components that elevates our client experience, and drive customer engagement with our digital…
Added 6 hours ago
BL
Account Manager - Branded Promotional Merchandise Sales
BDA, LLC
Waterloo, ON
- Full-time
You must be both a strategist and a closer and thrive on expanding client relationships, exceeding sales goals, and delivering creative solutions that align with brand compliance and client…
Added 6 hours ago
B
Senior Building Structural Engineer
BPA
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Manage client relationships and serve as a trusted technical advisor.
Added 7 hours ago
CS
Accounts Receivable Advisor- 6 Month Contract
Cogir Senior Living
Mississauga, ON · Support Office - Ontario
- Full-time
Excellent communication, interpersonal and client services skills

Desjardins

Advisor, Securities

Quebec, QC, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Oct 28, 2026
Posting language: English
Posted: Oct 13, 2026

Original job description

As a securities advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services through various distribution channels based on member/client needs and current strategies and practices. Your focus areas include discretionary management, mutual funds, exchange-traded funds and structured products. You help develop and maintain business relationships with members and clients. You drive results to handle special information requests from clients and promote and sell specialized products and services in accordance with your unit’s business objectives and strategies. You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. You help analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers. You support current and potential members and clients, represent the organization, and help negotiate agreements with clients. Interpersonal savvy is therefore essential. More specifically, you will be required to:

Provide administrative assistance in the areas of compliance, budget monitoring and management of administrative staff to the manager of a large branch or a group of branches. Serve as resource person for all employees regarding policies, procedures, methods, and operational and interpersonal problem-solving
Work with support services to resolve everyday operational issues in the branch or branches
Supervise the deposit of client cheques and handle complex operational tasks, including coordinating interest management for new issues
Proactively help recruit and hire administrative staff for your branch or branches. Handle logistics when employees start or leave

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 two years 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

2026-10-27

Apply About employer

More about this job

Responsibilities

The advisor will manage business relationships, sell securities products, and provide personalized financial solutions to clients. Additionally, they will provide administrative support to branch management, supervise staff, and ensure operational compliance.

Requirements

Candidates must hold a college diploma in a related field and possess at least two years of relevant experience. Proficiency in French is required, along with strong interpersonal and customer-focused skills.

Skills

Securities advisory
Sales
Discretionary management
Mutual funds
Exchange-traded funds
Structured products
Compliance
Budget monitoring
Staff supervision
Operational problem-solving
Client service
Interpersonal savvy
Recruitment
Logistics

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
Financial Advisor
Mutual Funds
ETFs
Structured Products
Compliance
Budgeting
Staff Management
Client Relations
Business Development
Operations
Recruitment
Hybrid Work
Pension Plan
Group Insurance
Telemedicine
Customer Focus
Interpersonal Savvy
Administrative Support

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