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Added 16 mins ago
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Senior Advisor, Full-Scope Cross-Sector Intrusion Testing
Desjardins
Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
The Attack Simulation Offensive Security Department is looking for a senior advisor to join the full-scope Cross-Sector Intrusion Testing Team. This team simulates scenarios involving…
Added 16 mins ago
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Client Services Assistant
BMO
Newmarket, ON
- Full-time
Added 16 mins ago
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SENIOR BUSINESS ADVISOR - TECHNOLOGY AND OPERATIONS
BDC
Montreal, QC
- Full-time
Opportunities for learning, training and development, and much more...
Added 16 mins ago
Human Resources Advisor
Domtar Products
Skookumchuck, BC
…environment, rewarding career paths and plenty of opportunities for learning and…
Added 16 mins ago
Financial Advisor - Bloorcourt Village (37.5 hours/week)
Scotiabank
Toronto, ON
…and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of…
Added 16 mins ago
Bilingual Talent Acquisition Advisor (12 Month Contract)
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON · Montreal, QC
As a Bilingual Talent Acquisition Advisor, you’ll manage a high-volume portfolio and work closely with hiring leaders to attract, engage and hire great talent. From developing recruitment…
Added 16 mins ago
ED
Senior Advisor, IT Financial Management - EN 956
Export Development Canada | Exportation et développement Canada
Remote, Canada
- $96,557 to $128,743 CAD / year
- Full-time
- Remote
The Senior Advisor, IT Financial Management supports the effective management of IT investments and financial resources to help DTS maximize value and achieve its strategic priorities. The…
Added 46 mins ago
ED
Senior Advisor, IT Financial Management - EN 956
Export Development Canada | Exportation et développement Canada
Ottawa, ON
- $96,557 to $128,743 CAD / year
- Full-time
The Senior Advisor, IT Financial Management supports the effective management of IT investments and financial resources to help DTS maximize value and achieve its strategic priorities. The…
Added 1 hour ago
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Senior Account Manager
Encircle
Kitchener, ON
- Full-time
renewal and expansion across them, and act as a trusted advisor to customer leadership. You will partner
Added 1 hour ago
DP
Talent Acquisition Specialist, Ontario Wood Products
Domtar Products
Thunder Bay, ON
- $65,000 to $78,000 CAD / year
…environment, rewarding career paths and plenty of opportunities for learning and…
Added 1 hour ago
Financial Advisor - King & University, Toronto
Scotiabank
Toronto, ON
…and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of…
Added 1 hour ago
Journeyman Electrical or Instrumentation Tradesperson
Pembina Pipeline Corporation
Regina, SK
Added 1 hour ago
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HR Business Partner
Stantec
Calgary, AB
- Full-time
The successful candidate will be a trusted advisor, strategist, consultant, analyst, change agent, and coach. The individual will sit alongside and collaborate with business leaders to…
Added 1 hour ago
S
Paid Services Beauty Advisor - Part Time
Sephora
Toronto, ON
- $19.7 to $23.2 CAD / hour
- Part-time
As our Paid Service Beauty Advisor, you are an expert in all thing’s beauty! You’re here to guide our clients on their beauty journey at the Beauty Studio & beyond. It’s not just about the…
Added 1 hour ago
NB
Wealth Associate
National Bank of Canada
Victoria, BC
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 1 hour ago
NB
BANKING ADVISOR
National Bank of Canada
Montreal, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 1 hour ago
Financial Advisor - Labrador City
Scotiabank
Labrador City, NL
…and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of…
Added 1 hour ago
Financial Advisor - Upper Gage & Fennell Avenue
Scotiabank
Hamilton, ON
…and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of…
Added 1 hour ago
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Account Manager, Commercial Insurance
Waypoint
Vancouver, BC
- $65,000 to $90,000 CAD / year
- Full-time
…client needs, ensuring policy accuracy, and supporting the Risk Advisor in maintaining and growing client relationships. The Account Manager is a key contributor to client retention and…
Added 2 hours ago
CG
Graphic Designer
Canaccord Genuity Group Inc.
Toronto, ON
- Full-time
…team that values collaboration, accountability, and continuous learning. We move quickly, encourage fresh thinking, and empower our employees to contribute meaningful work in an environment…
Added 2 hours ago
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Information Security Advisor
BMO
Toronto, ON · FCP
- Full-time
Acts as a trusted advisor to assigned business/group.
Added 2 hours ago
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Product Owner, Product Management
Desjardins
Montréal-Ouest, QC
- Full-time
…experts in a variety of fields. You will serve as a specialized advisor and subject matter expert in your field, and act as a contact and coach for decision makers. More specifically, you…
Added 2 hours ago
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Product Owner, Product Management
Desjardins
Levis, QC
- Full-time
…experts in a variety of fields. You will serve as a specialized advisor and subject matter expert in your field, and act as a contact and coach for decision makers. More specifically, you…
Added 2 hours ago
WC
Director, Strategic Account Management - Research Services (Bilingual)
Walmart Canada
Mississauga, ON
- Full-time
Set and uphold a high bar for research excellence and client experience, serving as a senior research advisor on strategic, complex or high-risk engagements while empowering leaders and…
Added 2 hours ago
DF
Wealth Advisor - Orangeville/Newmarket
DUCA Financial Services Credit Union Ltd.
Toronto, ON · North York, ON
- Full-time
DUCA is looking for a Wealth Advisor to join our growing team!

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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