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Added 2 mins ago
CE
Network Engineer
Capgemini Engineering
Mississauga, 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 2 mins ago
SS
Senior ETL developer with Snowflake
Syncredible Solutions
Calgary, AB
- Contract
We are looking for a Senior ETL developer with Snowflake experience to serve as a technical leader and trusted advisor for business/stakeholders. This role is not just about building data…
Added 3 mins ago
Specialist, Business Development
Miller Thomson
Toronto, ON
In this role you will drive business development for our Disputes Law Group, acting as a trusted advisor to partners and lawyers, shaping how the group's wins are told in the market, and…
Added 3 mins ago
R
Administrative Assistant
RBC
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 32 mins ago
CA
Counsel (Finance & AI Innovation)
Crédit Agricole CIB
Montreal, QC
- Full-time
The position serves as transactional legal advisor to senior management and front-line business units, manages external counsel relationships, and bridges U.S., Canadian and international…
Added 32 mins ago
MT
Specialist, Business Development
Miller Thomson LLP
Toronto, ON
- Full-time
In this role you will drive business development for our Disputes Law Group, acting as a trusted advisor to partners and lawyers, shaping how the group's wins are told in the market, and…
Added 33 mins ago
RJ
Client Service Coordinator/Administrative Assistant
Raymond James Ltd.
Waterloo, ON
- Full-time
BLA Private Wealth is a wealth management advisory practice committed to delivering exceptional client experiences and high ‑ quality financial guidance. We are seeking a reliable,…
Added 33 mins ago
Sales Representative - Uniform
Cintas
Kawartha Lakes, ON · Lindsay, ON
Will be a solution-centric advisor; a forward-thinking problem-solver focused on customer satisfaction and results.
Added 1 hour ago
BC
Program Handover Manager
Bechtel Corporation
Toronto, ON
- Full-time
…infrastructure, increased access to energy, resources, and vital services, and made the world a safer, cleaner…
Added 1 hour ago
SW
ScotiaMcLeod Administrative Associate - Toronto Plaza
Scotia Wealth Management
Toronto, ON
- Full-time
by supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs
Added 1 hour ago
SW
ScotiaMcLeod Investment Associate - Toronto Plaza
Scotia Wealth Management
Toronto, ON
- Full-time
As an Investment Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to…
Added 1 hour ago
SW
ScotiaMcLeod Senior Associate - Laval, Qc
Scotia Wealth Management
Laval, QC
- Full-time
Utilize your in-depth knowledge of products and services to identify new opportunities within the existing client base
Added 1 hour ago
UO
Associate Director, Facilities Planning
University of British Columbia
Kelowna, BC · UBCO | Campus Administration Building (ADM)
- $10,459.67 to $15,675.58 CAD / month
- Full-time
…monitoring operational policies and procedures; developing client service initiatives; setting, executing and evaluating staff performance goals and…
Added 1 hour ago
T
AVP, Programs & Deployment
TD
Toronto, ON
- Full-time
As the business integrator for the portfolio, the role connects enterprise priorities, planning excellence, client experience, field enablement, operating model evolution, and business…
Added 1 hour ago
DF
Independent Financial Services Advisor
Desjardins Financial Security Independent Network Markham
Markham, ON
- Full-time
This is a full-time, 100% commission-based independent advisor opportunity. It does not include a guaranteed base salary. Advisors are responsible for developing their own client base, and…
Added 1 hour ago
KC
Human Resources Business Partner
Kenaidan Contracting Ltd.
Toronto, ON
- Full-time
…compliance, culture, and employee engagement. As a trusted advisor to project leadership and a key liaison between the joint venture partner organizations, the HRBP helps ensure the project…
Added 1 hour ago
ScotiaMcLeod Investment Associate - Toronto Plaza
Scotiabank
Toronto, ON
As an Investment Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to…
Added 1 hour ago
ScotiaMcLeod Administrative Associate - Toronto Plaza
Scotiabank
Toronto, ON
by supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs
Added 1 hour ago
D
Advisor, Securities
Desjardins
Sept-Îles, QC
- Full-time
…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…
Added 1 hour ago
IS
Account Manager (America)
Irth Solutions
Remote, Canada
- $70,000 to $75,000 CAD / year
- Full-time
- Remote
…responsible for the management of relationships with a given client portfolio and identifies key actions to undertake to maintain the relationship and make it…
Added 1 hour ago
IS
Account Manager (APAC)
Irth Solutions
Remote, Canada
- $70,000 to $75,000 CAD / year
- Full-time
- Remote
…responsible for the management of relationships with a given client portfolio and identifies key actions to undertake to maintain the relationship and make it…
Added 1 hour ago
IS
Account Manager (EMEA)
Irth Solutions
Remote, Canada
- $70,000 to $75,000 CAD / year
- Full-time
- Remote
…responsible for the management of relationships with a given client portfolio and identifies key actions to undertake to maintain the relationship and make it…
Added 1 hour ago
Senior Advisor, Financial Accounting and Advisory Services- Cost Accounting- Assurance
EY
Montreal, QC
We are seeking a senior advisor with specialized expertise in Cost Accounting and Inventory Management to join our Financial Accounting Advisory Services Finance Optimization (FAAS-FO) team…
Added 1 hour ago
RA
Quality Engineer – API & Test Automation
Recrute Action
Toronto, ON
- Contract
Validate advisor-facing data, application and transaction lifecycle statuses, client statements, and tax documents.
Added 1 hour ago
Principal Architect
Zafin
Toronto, ON
Serve as the senior technical advisor to CIOS, Chief Architects, and enterprise technology leaders during client engagements including conducting complex architecture reviews and novel…

Desjardins

Advisor, Securities

Sept-Îles, QC, Canada

Full-time

Apply About employer

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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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