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Added 1 hour ago
TW
Area Manager, Commercial - Expression of Interest
Thrive Wealth Management
Regina, SK
- Full-time
I am thrilled to share that we are in the process of finalizing the CBS structure, and will be hiring a Manager, Business Banking – Commercial through expression of interest. Attached you…
Added 3 hours ago
BT
Manager
Baker Tilly Canada
Moncton, NB · Greater Moncton, NB
- Full-time
Baker Tilly is a leading advisory and accounting firm dedicated to building better futures. With global reach and local roots, we combine the scale of a network with the trust of strong…
Added 6 hours ago
NB
Banking advisor
National Bank of Canada
Campbellton, NB
- Full-time
…depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and…
Added 6 hours ago
NB
Director, Portfolio Management
National Bank of Canada
Surrey, BC
- Full-time
clients through tailored financial solutions and strong advisory expertise. You
Added 6 hours ago
NB
Wealth Associate
National Bank of Canada
London, ON
- Full-time
…400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership…
Added 6 hours ago
NB
Retirement Stategy Advisor
National Bank of Canada
Brossard, QC
- Full-time
Significant experience in financial planning, wealth management, retirement strategies or advisory servicesen cours de l'obtention
Added 7 hours ago
NB
Residential Mortgage Specialist
National Bank of Canada
Windsor, ON
- Full-time
Development Manager, you support clients through one of the most important
Added 7 hours ago
V
Senior Manager, FP&A
Vaco
Markham, ON
- $140,000 to $155,000 CAD / year
- Full-time
Our client is a large, established services organization with operations across Canada with headquarters in Markham. The company offers a sophisticated finance environment, a strong…
Added 9 hours ago
BT
Assurance and Advisory Manager – Audit
Baker Tilly Canada
Dartmouth, NS
- Full-time
Baker Tilly is a leading advisory and accounting firm dedicated to building better futures. With global reach and local roots, we combine the scale of a network with the trust of strong…
Added 15 hours ago
NB
Banking Advisor
National Bank of Canada
Montreal, QC
- Full-time
…availability. This position reports to the Customer service Branch Manager or the Branch Manager. Every day, you will work with a team of a experts specialized in investment, credit,…
Added 15 hours ago
NB
Banking Advisor
National Bank of Canada
Sorel-Tracy, QC
- Full-time
…depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and…
Added 15 hours ago
NB
Banking Advisor
National Bank of Canada
Montreal, QC
- Full-time
…availability. This position reports to the Customer service Branch Manager or the Branch Manager. Every day, you will work with a team of a experts specialized in investment, credit,…
Added 21 hours ago
BT
Senior Manager
Baker Tilly Canada
Walkerton, ON
- Full-time
Baker Tilly is a leading advisory and accounting firm dedicated to building better futures. With global reach and local roots, we combine the scale of a network with the trust of strong…
Added 21 hours ago
BT
U.S. Corporate Tax Partner
Baker Tilly Canada
Toronto, ON
- Full-time
Baker Tilly is a leading advisory and accounting firm dedicated to building better futures. With global reach and local roots, we combine the scale of a network with the trust of strong…
Added 1 day ago
NB
BANKING ADVISOR
National Bank of Canada
Saint-Gabriel-de-Brandon, QC
- Full-time
…depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and…
Added 1 day ago
A&
Manager - Transaction Advisory Canada - Performance Improvement
Alvarez & Marsal
Toronto, ON
- Full-time
A&M’s Performance Improvement services take a holistic, cross-functional approach that rapidly identifies high-impact opportunities, improving financial performance and enhancing processes…
Added 1 day ago
NB
Banking Advisor
National Bank of Canada
Laval, QC
- Full-time
…depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and…
Added 1 day ago
BT
Audit and Assurance Manager
Baker Tilly Canada
Cobourg, ON
- Full-time
Baker Tilly is a leading advisory and accounting firm dedicated to building better futures. With global reach and local roots, we combine the scale of a network with the trust of strong…
Added 1 day ago
BT
Supervisor, Audit and Assurance
Baker Tilly Canada
Courtice, ON
- Full-time
Baker Tilly is a leading advisory and accounting firm dedicated to building better futures. With global reach and local roots, we combine the scale of a network with the trust of strong…
Added 1 day ago
NB
Senior Private Banker
National Bank of Canada
Laval, QC
- Full-time
National Bank offers a wide range of financial services to individuals, businesses, and public sector organizations across Canada.
Added 1 day ago
NB
Banking Advisor
National Bank of Canada
Granby, QC
- Full-time
…depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and…
Added 1 day ago
NB
BANKING ADVISOR
National Bank of Canada
Nicolet, QC
- Full-time
…depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and…
Added 1 day ago
NB
Wealth Associate
National Bank of Canada
London, ON
- Full-time
…400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership…
Added 1 day ago
NB
Banking Advisor
National Bank of Canada
Kitchener, ON
- Full-time
…availability. This position reports to the Customer service Branch Manager or the Branch Manager. Every day, you will work with a team of a experts specialized in investment, credit,…
Added 1 day ago
NB
Wealth Associate
National Bank of Canada
Laval, QC
- Full-time
…400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership…

Desjardins

Advisor, Securities

Quebec, QC, Canada

Full-time

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Job details

Job type: Full-time
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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