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Added 3 mins ago
IF
Learning and Development Advisor,
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
Are you passionate about developing human potential? As a Learning and Development Advisor, you will contribute to strategic initiatives that support talent development and organizational…
Added 3 mins ago
RB
Administrative Assistant
Royal Bank of Canada
Calgary, AB
- Full-time
You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.
Added 3 mins ago
RB
Client Advisor
Royal Bank of Canada
Burnaby, BC
- Full-time
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Added 3 mins ago
RB
Administrative Assistant
Royal Bank of Canada
Timmins, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. Offering…
Added 3 mins ago
RB
Banking Advisor
Royal Bank of Canada
Estevan No. 5, SK · ESTEVAN, Saskatchewan
- Full-time
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Added 3 mins ago
RB
Client Advisor
Royal Bank of Canada
Carman, MB
- Part-time
…a great career with us as a future Account Manager/Banking…
Added 3 mins ago
R
Administrative Assistant
RBC
Timmins, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. Offering…
Added 3 mins ago
R
Client Advisor
RBC
Quebec, QC
- Part-time
…a great career with us as a future Account Manager/Banking…
Added 3 mins ago
R
Banking Advisor
RBC
Estevan, SK
- Full-time
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Added 3 mins ago
R
Client Advisor
RBC
Burnaby, BC
- Full-time
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Added 3 mins ago
R
Administrative Assistant
RBC
Sudbury, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. Offering…
Added 3 mins ago
R
Client Advisor
RBC
Regina, SK
- Full-time
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Added 3 mins ago
CI
HR Operations Advisor
Calian in Space & Technology
Kingston, ON
- Full-time
We are looking for an HR Operations Advisor to serve as a trusted partner and subject matter expert supporting employees, managers, and HR stakeholders across global operational and…
Added 3 mins ago
PC
Project Technologist
Pinchin Canada
Saskatoon, SK
- Full-time
…interested in building a career in building science and specialty services. In this role, you’ll contribute to meaningful projects, develop technical skills, and work closely with project…
Added 3 mins ago
D
HR Advisor / Conseiller(ère) en ressources humaines
DWF
Toronto, ON · Greater Toronto Area, Canada
- Full-time
DWF Group is a global provider of integrated legal and business services. As part of the DWF Group, our Canadian legal team is driven by innovation, collaboration, and a shared commitment…
Added 3 mins ago
CE
Network Engineer
Capgemini Engineering
Toronto, ON
- Full-time
At Capgemini Engineering, the world leader in engineering services, we bring together a global team of engineers, scientists, and architects to help the world’s most innovative companies…
Added 17 mins ago
OF
Business Development Representative
Optimize Financial Group
Toronto, ON
- Full-time
…financial advisors, and introducing them to Optimize’s cutting-edge Advisor Platform. You’ll play a key role in expanding our national network of Advisors by making high-volume outreach…
Added 33 mins ago
PC
Investment Analyst
People Corporation
Toronto, ON · ON - PC Sheppard - Toronto
- Full-time
…support to consultants in delivering investment consulting services to defined contribution (DC), group retirement savings, and capital accumulation plan (CAP)…
Added 33 mins ago
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Investigations Advisor
Desjardins
Levis, QC · Montreal, QC
- Full-time
As an investigations advisor, you help apply tactics, techniques and procedures for investigations, inquiries, liaisons and information to a wide range of administrative and security…
Added 33 mins ago
D
Senior Advisor, Personal
Desjardins
Montreal, QC · Complexe Desjardins Montréal
- Full-time
As a senior personal advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You provide service tailored to client needs…
Added 33 mins ago
C
Associate Financial Advisor
CIBC
Beaverton, 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 33 mins ago
CF
District Vice-President, Sales
CI Financial
Toronto, ON
- Full-time
…existing and prospective advisors; and educate and develop advisor knowledge of CI investment…
Added 33 mins ago
B
Service Advisor
BCAA
Victoria, BC · Broadmead
- Full-time
We are currently hiring a Service Advisor based in our Broadmead Service Location!
Added 33 mins ago
B
Service Advisor
BCAA
Vancouver, BC · Cambie Village
- Full-time
We are currently hiring a Service Advisor based in our Cambie Village Service Location!
Added 48 mins ago
M
Business Systems Analyst
Manulife
Toronto, ON · Waterloo, ON
- Full-time
Our Value Stream is modernizing advisor- and client-facing platforms and technologies to provide our customers and business partners with secure, reliable, dynamic, and efficient digital…

Desjardins

Advisor, Securities

Sept-Îles, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 17, 2026
Posting language: English
Posted: Oct 26, 2026

Original job description

As an investment assistant, 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

2026-11-16

Apply About employer

More about this job

Responsibilities

You will help develop and maintain business relationships with clients while selling securities products and services based on their needs. Additionally, you will provide administrative support to branch management, oversee operational tasks, and assist in the recruitment of administrative staff.

Requirements

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

Skills

Investment advisory
Business development
Sales
Compliance
Budget monitoring
Administrative support
Operational problem-solving
Discretionary management
Mutual funds
Exchange-traded funds
Structured products
Interpersonal savvy
Recruitment
Logistics
Customer focus

Benefits

Competitive salary
Annual bonus
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
Mutual funds
Exchange-traded funds
Structured products
Compliance
Budgeting
Administrative management
Client relations
Business development
Recruitment
Operations
Financial services
Hybrid work
Pension plan
Group insurance
Telemedicine
Customer service

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