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Added 11 mins ago
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Finance Manager - Business Unit Finance
Church & Dwight Co., Inc.
Mississauga, ON
- Full-time
Church & Dwight Canada is seeking a strategic and commercially minded Finance Manager, Business Unit Finance to serve as a key financial advisor and business partner to the Commercial team.
Added 11 mins ago
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Personal Finance Advisor
Desjardins
Montreal, QC · Caisse Desjardins du Témiscamingue
- 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 11 mins ago
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Personal Finance Advisor
Desjardins
Rouyn-Noranda, QC · Caisse Desjardins de Rouyn-Noranda
- 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 11 mins ago
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Client Financial Services Agent
Desjardins
Rouyn-Noranda, QC · Caisse Desjardins de Rouyn-Noranda
- Full-time
…and clients. You help advisors deliver services and maintain business relationships. You have the latitude and are called upon to take charge of the immediate needs of members and clients…
Added 11 mins ago
C&
Finance Manager - Business Unit Finance
Church & Dwight Co., Inc.
Mississauga, ON
- Full-time
Church & Dwight Canada is seeking a strategic and commercially minded Finance Manager, Business Unit Finance to serve as a key financial advisor and business partner to the Commercial team.
Added 11 mins ago
Senior HSEQ Advisor
CIMIC
Vancouver, BC
…global resources and critical minerals sectors. As Senior HSEQ Advisor, you will play a key regional role supporting our projects and business activities across the Americas, providing…
Added 11 mins ago
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Contract Management Senior Specialist
Manulife
Halifax, NS · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
…relationships, optimizing third‑party performance, and enabling strong business outcomes through strategic sourcing, contracting, and partnership management. You will collaborate across…
Added 11 mins ago
TW
Automotive Service Technician
The Warrington Group Inc.
Hammonds Plains, NS
- Full-time
As an Automotive Service Advisor, you'll be the connection between customers and technicians, helping ensure everything runs smoothly from the moment a vehicle arrives until it's ready to…
Added 11 mins ago
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Sr Customer Success Manager - Oracle Health
Oracle
Canada
- $79,900 to $131,300 CAD / year
- Full-time
…defined portfolio of high-impact customers. Acting as a trusted advisor, the CSE builds strong executive relationships, aligns internal and external stakeholders, and ensures customers…
Added 11 mins ago
Senior Financial Advisor - 1st and Renfrew Branch - Vancouver, BC
Scotiabank
Vancouver, BC
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
Added 11 mins ago
SAP SuccessFactors Employee Central Global Benefits - Senior Consultant or Manager
EY
Edmonton, AB · AB · Winnipeg, MB · Dieppe, NB · Saint John, NB · St. John's, NL · Halifax, NS · London, ON · Ottawa, ON · Toronto, ON · ON · Saskatoon, SK · Calgary, AB · Waterloo, ON
Serve as a trusted advisor to HR and Benefits leaders, shaping global benefits strategies and technology roadmaps.
Added 11 mins ago
SAP SuccessFactors Employee Central Payroll - Senior Manager
EY
AB · Ottawa, ON · Toronto, ON · Calgary, AB
Act as the primary advisor to HR and Payroll leaders on SAP SuccessFactors Payroll strategy and execution.
Added 11 mins ago
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Director, HOA Governance and Property Management
Four Seasons Hotels and Resorts
Toronto, ON · Four Seasons Corporate Headquarters Toronto
- Full-time
Bachelor’s Degree – Focus on property management / real estate / business.
Added 11 mins ago
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Beauty Advisor - Part Time
Sephora
Peterborough, ON
- $19.2 to $22.6 CAD / hour
- Part-time
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 26 mins ago
KA
Account Executive - Leasing & Fleet Services
Kaizen Automotive Group
Leduc, AB
- Full-time
…the Summit Fleet leadership team, you'll serve as a trusted advisor to commercial clients, helping them secure the right transportation solutions to support their business…
Added 26 mins ago
RB
Banking Advisor
Royal Bank of Canada
Placentia, NL
- Full-time
Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
Added 41 mins ago
Sales Advisor
Reliance Home Comfort
Windsor, ON
By joining Reliance as a Sales Advisor, you’ll become an important team member and will be provided with the tools you need to succeed. We have ambitious growth plans and are looking for…
Added 41 mins ago
TH
Senior Advisor (Full Time) - People Insight & Analytics
Trillium Health Partners
ON · ON, Canada
- Full-time
Work with internal Decision Support and Business Intelligence teams to leverage tools, technologies and best practices
Added 41 mins ago
System Specialist II (Field Technician Building Automation Systems BAS - Solutions), Halifax NS
Siemens
Dartmouth, NS · Halifax, NS
…Automation Systems. As a System Specialist, you are a trusted advisor, team player, and frontline technical expert. You will perform project start-ups, checkout, system programming,…
Added 56 mins ago
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Tax Senior Manager - Private Company
RSM US LLP
Calgary, AB · Toronto, ON
- Full-time
…team of strategic advisors who focus exclusively on helping business owners and high net worth families strengthen their wealth and minimize…
Added 56 mins ago
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Financial Advisor
RBC
Halifax, NS
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You…
Added 1 hour ago
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Vendor Manager II (IT Sourcing)
TD
Toronto, ON
- Full-time
Act as trusted advisor for business & finance stakeholders related to portfolio
Added 1 hour ago
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Audit Manager II ( Business Intelligence Engineering)
TD
Toronto, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 1 hour ago
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Advisor, Securities
Desjardins
Montreal, QC
- Full-time
As Security advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services through…
Added 1 hour ago
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Wealth Management Advisor
Desjardins
Montreal, 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…

Desjardins

Advisor, Securities

Montreal, QC, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Nov 14, 2026
Posting language: English
Posted: Oct 29, 2026

Original job description

As Security advisor, 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

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

2026-11-13

Apply About employer

More about this job

Responsibilities

You will 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 position requires a general college diploma in a related field and a minimum of two years of relevant experience. Candidates must also possess strong interpersonal skills and be action-oriented with a focus on customer service.

Skills

Securities
Business development
Mutual funds
Exchange-traded funds
Structured products
Compliance
Budget monitoring
Operational problem-solving
Recruitment
Interpersonal savvy
Action oriented
Customer focus

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
Discretionary management
Mutual funds
Exchange-traded funds
Structured products
Compliance
Budget monitoring
Administrative staff
Operational tasks
Recruitment
Hybrid work
Customer service
Financial services
Business development
Client relations

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