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Added 7 mins ago
SP
Site Superintendent - Residential Construction
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The Administrative Assistant II will work closely within a multidisciplinary team to support patients requiring palliative care. This role will primarily support a team of physicians with…
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Assistant Manager
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Added 22 mins ago
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Added 22 mins ago
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Added 22 mins ago
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Executive Assistant to the CEO (English & Mandarin)
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Toronto, ON · Etobicoke, ON
- $40,000 to $50,000 CAD / year
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Added 32 mins ago
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Administrative assistant
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- From $17.5 CAD / hour
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Added 37 mins ago
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Added 37 mins ago
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Added 37 mins ago
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Senior AI Developer - AI Agents
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Added 37 mins ago
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Added 51 mins ago
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Administrative assistant
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Added 52 mins ago
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Respond to member questions and concerns in a timely and professional manner and elevate to Assistant Manager or Club Manager as needed.

Desjardins

Advisor, Securities

Quebec, QC, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Nov 13, 2026
Posting language: English
Posted: Oct 28, 2026

Original job description

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

2026-11-12

Apply About employer

More about this job

Responsibilities

Support advisors with the administrative and operational tasks involved in securities account management, including preparing meeting documents, managing calendars and voicemail, and processing account openings, forms, and transactions. Respond to client and member inquiries, research issues and propose solutions, and assist with reports and statistics while following quality, risk, and compliance requirements.

Requirements

A general college diploma in a related field and at least one year of relevant experience are required, though equivalent combinations of qualifications and experience may be considered. Knowledge of French is required, along with strong interpersonal skills and the ability to support clients and advisors effectively.

Skills

Securities Account Management
Administrative Support
Operational Support
Account Opening
Securities Transactions
Calendar Management
Client Service
Interpersonal Skills
Research
Problem Solving
Report Preparation
Statistics
Risk Management
Compliance
Action Orientation
Customer Focus

Benefits

Competitive Salary
Annual Bonus
Flexible Vacation
Defined Benefit Pension Plan
Group Insurance
Telemedicine
Health and Wellness Expense Reimbursement
Telework Equipment Reimbursement

Visa sponsorship

Not detected in the job text

Keywords

Securities
Investment Assistance
Securities Account Management
Account Opening
Securities Transactions
Client Accounts
Administrative Support
Operational Support
Advisor Support
Calendar Management
Voicemail Management
Client Service
Member Service
Meeting Documentation
Research
Problem Solving
Reports
Statistics
Risk Management
Compliance
Quality Standards
French
Hybrid Work

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