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Added 13 mins ago
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Product Owner - Asset Management, Temporary
Aviso
Toronto, ON
- Full-time
We are looking to fill an opening for a Product Owner to join the Client Experience, Marketing, and Communications (CXMC) team for 12 months.
Added 13 mins ago
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Agent de liaison médicale, Néphrologie / Medical Science Liaison, Nephrology
Otsuka Canada Pharmaceutical Inc.
Canada
- Full-time
…des Ventes, du Marketing et de l’Accès aux marchés et autres services pour diriger et/ou mettre en œuvre des programmes qui correspondent aux objectifs de l’entreprise, tels que requis ou…
Added 13 mins ago
RB
Financial Advisor Intern
Royal Bank of Canada
BC · RICHMOND, British Columbia
- Full-time
Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
Added 13 mins ago
AY
Client Services Coordinator (CAN)
Avison Young Canada
AB · Edmonton, AB
- Full-time
…offering transaction, management, financial and consulting services. We’ve designed our corporate structure to best serve our clients by enhancing collaboration across our organization.Real…
Added 28 mins ago
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Associate, Advisory (Toronto)
ClearBlue Markets
Toronto, ON
- Full-time
Approximately 5–8 years of relevant experience in client advisory, consulting, professional services
Added 28 mins ago
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Senior Delivery Consultant
Diligent
Vancouver, BC
- Full-time
Diligent is seeking a Senior Delivery Consultant to lead end-to-end client engagements and deliver exceptional Professional Services throughout the customer journey and product enablement…
Added 43 mins ago
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Data & AI Transformation Director
PwC
Toronto, ON
- Full-time
…This is a delivery-first leadership role focused on execution, client outcomes, and scaling delivery capabilities rather than pure sales or advisory responsibilities. Your role will…
Added 43 mins ago
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Manager, Valuations
MNP
Winnipeg, MB
- Full-time
…accurately measure the value of their operations. As a trusted advisor, you’ll provide independent and reliable business valuations that empower clients to advance their strategic goals and…
Added 43 mins ago
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Designated Professional, Assurance and Accounting - Public Companies
MNP
Toronto, ON
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 43 mins ago
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Advisor, Procurement and purchasing
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a purchasing and procurement advisor, you help finalize contractual agreements with the organization’s partners for the purchase and rental of goods and services. Your responsibilities…
Added 43 mins ago
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Wealth Management Advisor
Desjardins
Disraeli, QC · Caisse Desjardins du Carrefour des lacs
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 43 mins ago
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Wealth Management Advisor
Desjardins
Longueuil, QC
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 43 mins ago
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Personal Finance Advisor
Desjardins
Granby, QC · Caisse Desjardins de Granby-Haute-Yamaska
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 58 mins ago
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Associate Financial Advisor
CIBC
Winnipeg, MB
- 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 58 mins ago
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Product Owner, Wealth Digital Experience
Fidelity Canada
Vancouver, BC · Mississauga, ON · Toronto, ON
- Full-time
Ability to understand client, advisor, and business needs and translate strategic objectives into action.
Added 58 mins ago
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National Accounts Director
OPENLANE
Brampton, ON
- $100,000 to $125,000 CAD / year
- Full-time
Identify opportunities for revenue growth, upselling, and cross-selling of services using a solution selling, data-driven approach, including educating the client on all OPENLANE services…
Added 1 hour ago
Principal Strategic Deal Maker- Sales Executive
Capgemini
Mississauga, ON
…projects, in pursuit of growing our Smart Meter and Smart Grid services. The individual would be expected to lead teams of consulting professionals that will deliver world class services to…
Added 1 hour ago
RB
Banking Advisor - East York, Scarborough (English and Mandarin/Cantonese or Greek Speaking)
Royal Bank of Canada
Toronto, ON
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 1 hour ago
RB
Client Advisor
Royal Bank of Canada
St. John's, NL
- Part-time
…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…
Added 1 hour ago
RB
Associate
Royal Bank of Canada
Kamloops, BC
- Full-time
Provide a proactive client experience with a focus on problem resolution and attention to detail while coordinating with various departments and Portfolio Manager/Investment Advisor for…
Added 1 hour ago
RB
Client Advisor
Royal Bank of Canada
Winnipeg, MB
- Part-time
…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…
Added 1 hour ago
RB
Associate
Royal Bank of Canada
West Vancouver, BC
- 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 1 hour ago
RB
Assistant Branch Operations Manager
Royal Bank of Canada
Toronto, ON
- Full-time
…and administrative support to the Branch Management Team and Advisor teams. In addition to managing client account activities and ensuring compliance standards are met, the Assistant Branch…
Added 1 hour ago
RB
Financial Advisor
Royal Bank of Canada
Chatham-Kent, ON
- Full-time
Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
Added 1 hour ago
RB
Client Advisor
Royal Bank of Canada
South Cypress, MB · GLENBORO-SOUTH CYPRESS, Manitoba
- Part-time
Assists clients across all branch areas with everyday banking transactions, ensuring accurate service and adherence to client service standards while building operational knowledge.

Desjardins

Advisor, Securities

Hawkesbury, ON, Canada
Gatineau, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 19, 2026
Posting language: English
Posted: Oct 27, 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

General 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
Advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients (Level 5)

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

2026-11-18

Apply About employer

More about this job

Responsibilities

The advisor will prospect, develop, and maintain business relationships while selling securities products and services to meet client needs. Additionally, the role involves providing administrative support to branch management, supervising operational tasks, and assisting in the recruitment of administrative staff.

Requirements

Candidates must possess a general college diploma in a related field and at least two years of relevant experience. Proficiency in both English and French is required to effectively interact with partners and clients.

Skills

Investment advisory
Business development
Securities sales
Compliance
Budget monitoring
Operational problem-solving
Interpersonal savvy
Customer focus
Action oriented
Recruitment
Logistics management
Financial analysis

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
Investment
Mutual funds
Exchange-traded funds
Structured products
Compliance
Budgeting
Administrative support
Client relations
Business development
Recruitment
Operations
Financial services
Wealth management
Hybrid work

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