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Added 1 min ago
FG
Genesis Valet Concierge
FFUN Group
Saskatoon, SK
- Full-time
Training & Development–Buckle up for an exciting ride! Joining us is like stepping onto a rocket ship of learning opportunities in a turbo-charged industry.
Added 1 min ago
B
Automation Engineer
BMO
Toronto, ON · SCC
- Full-time
As an Automation Engineer, you will also serve as a trusted technical advisor and advocate, providing leadership and guidance on automation best practices and operational excellence…
Added 1 min ago
B
Manager, Dynamics 365 F&O Consulting
BDO
Vancouver, BC · Hamilton, ON · Ottawa, ON · Toronto, ON
- Full-time
Act as a trusted advisor to external customers and BDO project teams in support of client Dynamics F&O Finance implementations
Added 16 mins ago
UO
Director, Child Care Services
University of Victoria
Victoria, BC
- Full-time
This role will serve as a key advisor to the Senior Director, Campus Engagement acting as their representative when required and acting as Senior Director in the incumbent's absence.
Added 31 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 31 mins ago
W
Technical Sales Representative- Bearings, Power Transmission
Wajax
ON · Stoney Creek, ON
- Full-time
…partnering relationships, and establishing Wajax as a trusted…
Added 31 mins ago
PC
Project Technologist
Pinchin Canada
Saskatoon, SK
- Full-time
Current employees are encouraged to speak with their HR Advisor for information on the application process.
Added 45 mins ago
Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Grand Forks, BC
We’re searching for an Insurance Advisor. Are you searching for new possibilities?
Added 45 mins ago
OH
Senior Business Partner, Health Workforce Capacity
Ontario Health
Toronto, ON
- Full-time
Ongoing learning and career development opportunities designed to help you grow, advance, and thrive in your profession
Added 45 mins ago
T
Vice President, Global Core Trade Finance, TD Securities, Global Transaction Banking
TD
Toronto, ON
- Full-time
…successful candidate will be a strong advocate and trusted advisor to their clients, while balancing the requirements of GTB and the…
Added 45 mins ago
TE
Senior Communications Advisor - Emergency Response
TC Energy
Calgary, AB
- Full-time
…in every step, personal accountability, one team and active learning, we deliver the critical energy that North America and the world rely on while balancing reliability, affordability and…
Added 1 hour ago
Labour and Employee Relations Advisor
Simon Fraser University
Burnaby, BC
…– the essence of SFU – is to create and connect knowledge, learning and community for deeper understanding and meaningful impact. We are committed to fostering excellence, innovation,…
Added 1 hour ago
D
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 1 hour ago
D
Senior Advisor, Financial performance and budget
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a senior financial performance and budget advisor, you help design, institute, update, analyze and monitor strategies and solutions related to income and expense accounting. You help…
Added 1 hour 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 1 hour 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 1 hour ago
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Manager - Finance, FP&A
BMO
Toronto, ON · BMOPLACE
- Full-time
Acts as a trusted financial advisor to assigned business/group.
Added 1 hour ago
B
Corporate Real Estate Business Advisor
BMO
Toronto, ON · YNG
- Full-time
Acts as a trusted advisor to assigned business/group.
Added 1 hour ago
B
Service Advisor
BCAA
Victoria, BC · Broadmead
- Full-time
We are currently hiring a Service Advisor based in our Broadmead Service Location!
Added 1 hour ago
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Service Advisor
BCAA
Vancouver, BC · Cambie Village
- Full-time
We are currently hiring a Service Advisor based in our Cambie Village Service Location!
Added 1 hour ago
JT
Outside Sales Representative
JM Test Systems
AB · Edmonton, Alberta
- Full-time
Join our team at JM Tests Calibration Laboratory as a Customer Service Advisor where your energy and people skills will truly shine! We’re looking for a delightful, energetic individual who…
Added 1 hour ago
JT
Outside Sales Representative
JM Test Systems
Calgary, AB
- Full-time
Join our team at JM Tests Calibration Laboratory as a Customer Service Advisor where your energy and people skills will truly shine! We’re looking for a delightful, energetic individual who…
Added 1 hour ago
JT
Outside Sales Representative
JM Test Systems
Richmond, BC
- Full-time
Join our team at JM Tests Calibration Laboratory as a Customer Service Advisor where your energy and people skills will truly shine! We’re looking for a delightful, energetic individual who…
Added 1 hour ago
JT
Inside Sales Representative
JM Test Systems
AB · Edmonton, Alberta
- Full-time
Join our team at JM Tests Calibration Laboratory as a Customer Service Advisor where your energy and people skills will truly shine! We’re looking for a delightful, energetic individual who…
Added 1 hour ago
JT
Inside Sales Representative
JM Test Systems
Calgary, AB
- Full-time
Join our team at JM Tests Calibration Laboratory as a Customer Service Advisor where your energy and people skills will truly shine! We’re looking for a delightful, energetic individual who…

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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