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Added 4 hours ago
CB
Sales Associate - CosmoProf Store # 07344
CosmoProf Beauty
North Bay, ON
- Full-time
The Sales Associate/Beauty Advisor will focus on one primary objective – creating a memorable shopping experience for our customers. We are continually searching for passionate beauty…
Added 4 hours ago
TI
Executive Assistant
TalentMinded Inc.
New Westminster, BC
- Full-time
…opportunity to improve processes that support a dynamic, scaling…
Added 4 hours ago
DC
Application Support Analyst
Dufferin-Peel Catholic District School Board
Mississauga, ON
- Full-time
strategic business analysis, system leadership, and
Added 4 hours ago
MW
Associate Investment Advisor
Manulife Wealth
Pointe-Claire, QC
- Full-time
A clear route to independent advisor status and eventually owning your own book of business.
Added 4 hours ago
Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Abbotsford, BC
We’re searching for an Insurance Advisor. Are you searching for new possibilities?
Added 4 hours ago
Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Mission, BC
We’re searching for an Insurance Advisor. Are you searching for new possibilities?
Added 4 hours ago
SL
Wealth Sales Representative
Sun Life
Toronto, ON · Sun Life Toronto One York
- Full-time
Assist investment advisors and insurance specialists with Sun Life Global Investments’ solutions, business building practices and competitor analysis
Added 4 hours ago
B
Chef·fe d'équipe SEO | SEO Team Lead
Bloom
Montreal, QC
- Full-time
À l’aise autant avec les enjeux techniques que business, tu sais traduire des objectifs d’affaires complexes en stratégies SEO performantes, tout en créant un environnement collaboratif,…
Added 4 hours ago
B
Directeur·trice SEO | SEO Director
Bloom
Montreal, QC
- Full-time
Web analytics & data : Maîtrise avancée de Google Analytics 4 (GA4), Google Search Console, Google Tag Manager (GTM) et Google Business Profile.
Added 4 hours ago
D
Advisor, Securities
Desjardins
Mont-Saint-Hilaire, QC
- Full-time
…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…
Added 4 hours ago
D
Senior Risk Partner Advisor
Desjardins
Montreal, QC · Levis, QC · Complexe Desjardins Montréal
- Full-time
…reflect their specific realities. As a senior risk partner advisor, you partner with Desjardins entities on risk management, providing guidance and coordinating the activities of the Risk…
Added 5 hours ago
HC
Director of AML, Regulatory Compliance & Project Management
Highclere Capital
Canada
- Full-time
…projects that strengthen governance, operational integrity, and business…
Added 5 hours ago
BB
Associé(e) aux ventes - Ordinateurs (Temps plein) / Computer Sales Associate (Full Time)
Best Buy Canada
Brossard, QC
- Full-time
You’ll love it here! We are hiring immediately for a retail sales associate, which we call an advisor at Best Buy. As a retail sales associate, you will be the face of Best Buy for everyone…
Added 5 hours ago
CR
Tax Auditors & Business Equity Valuators – CRA Atlantic Region
Canada Revenue Agency - Agence du revenu du Canada
BC · Stikine Region, BC
- Full-time
Providing independent expert opinion and review of valuation issues in Business Equity across the Atlantic Region.
Added 5 hours ago
I
Manager, Revenue Operations
illumin
Toronto, ON
- Full-time
…reporting, and operational strategy, giving you visibility into the business beyond a traditional Revenue Operations…
Added 5 hours ago
DA
Service Advisor
Davis Auto Group
Lethbridge, AB
- Full-time
We're looking for an experienced Service Advisor who brings more than just technical knowledge. We want someone with energy, personality, and a proven ability to build relationships,…
Added 5 hours ago
DA
Service Advisor
Davis Auto Group
Fort Macleod, AB
- Full-time
If you answer yes to the above questions, Davis Dodge in Fort Macleod has the perfect career opportunity for you as a Service Advisor.
Added 5 hours ago
BC
Associate Director, Finance
British Columbia Institute of Technology
Burnaby, BC
- $115,378 to $165,856 CAD / year
- Full-time
…Director, Finance. This position acts as a strategic financial advisor/partner to the School/Department’s financial planning function in partnership with the School/Department leadership…
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
WF
Insurance Advisor
Western Financial Group
Sidney, BC
- Full-time
As an Insurance Advisor you are responsible for meeting sales targets through quotes and by referring new business. Every day you will build lasting relationships with your customers,…
Added 5 hours ago
NC
Advisor, Project Commercial - Studies, Canada
Newmont Corporation
Vancouver, BC
- Full-time
Bachelor’s degree in Engineering, Supply Chain Management, Business Administration, or a related field.
Added 5 hours ago
2S
Business Analyst
24 Seven Talent
Toronto, ON
- $50 to $60 CAD / hour
- Contract
Our banking client is seeking an experienced Business Systems Analyst to support digital web initiatives within the asset management sector. This role focuses on requirements gathering,…
Added 5 hours ago
AI
Account Executive- Fleet Leasing
Altruck International Centres
Guelph, ON
- Full-time
As a Fleet Leasing Account Executive, you become a trusted advisor to fleet owners. You learn how their business runs, then build and present a full-service lease or dedicated maintenance…
Added 5 hours ago
Executive Assistant to Vice President
Trans Mountain
Calgary, AB
…during the hiring process, based on organizational needs and business requirements. The Executive Assistant will help manage executive priorities, information flow, and day-to-day office…
Added 5 hours ago
Advisor, Community Emergency Management Plans
Regional Municipality of Wood Buffalo
Fort McMurray, AB
The Advisor, Community Emergency Management Plans (CEMP) will lead and maintain the operational plans in communities that have a CEMP developed. This position will provide support to the…

Desjardins

Advisor, Securities

Mont-Saint-Hilaire, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 4, 2026
Posting language: English
Posted: Oct 13, 2026

Original job description

The work mode arrangement for the position is full-time on site.

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

General 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

2026-11-3

Apply About employer

More about this job

Responsibilities

You will support advisors by managing administrative and operational tasks related to securities accounts and client transactions. Additionally, you will maintain regular contact with clients to address inquiries, prepare meeting documentation, and ensure compliance with internal policies.

Requirements

The position requires a general college diploma in a related field and at least one year of relevant experience. Proficiency in French is mandatory, along with strong interpersonal skills and a proactive approach to problem-solving.

Skills

Securities account management
Administrative support
Operational tasks
Transaction tracking
Client relations
Interpersonal skills
Risk management
Compliance management
Documentation preparation
Calendar management
Research
Reporting
Action oriented
Customer focus
Drive results
Nimble learning

Benefits

Competitive salary
Annual bonus
4 weeks of flexible vacation
Defined benefit pension plan
Group insurance
Telemedicine
Reimbursement of health and wellness expenses
Reimbursement of telework equipment

Visa sponsorship

Not detected in the job text

Keywords

Securities
Investment
Account management
Administrative
Operational
Client service
Compliance
Risk management
Reporting
Documentation
Scheduling
French
Financial services
Customer satisfaction
Business growth

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