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Added 7 mins ago
IF
Mobile Mortgage Specialist
Innovation Federal Credit Union
Beaumont, AB · AB · Edmonton, AB
- Full-time
Develop solutions and make recommendations based on an understanding of the members’ needs and business strategy.
Added 7 mins ago
MF
Summer Intern 2027 - Asset Management Operations Technology)
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
…on delivering reliable, scalable, and innovative technology solutions that support asset management operations. We partner with business and technology stakeholders to modernize platforms,…
Added 7 mins ago
Senior DevOps / DevSecOps Engineer
Capco
Toronto, ON
…This is an opportunity to deliver secure, scalable automation solutions and enhance engineering practices across complex financial services…
Added 7 mins ago
JH
Building Code Consultant (P.Eng) (GHL Consultants, a part of J.S. Held)
J.S. Held LLC
Calgary, AB
- Full-time
…Engineering, and Life Safety services. We provide innovative solutions to address complex building code and fire and life safety challenges for projects across Western Canada. Our portfolio…
Added 7 mins ago
Sr. Product Manager (Bilingual - French/English), Alexa Canada
Amazon
Toronto, ON
- Define user needs and identify gaps, features enhancements and opportunities to grow the business
Added 7 mins ago
TC
Water Resource Engineer
The Corporation of The City of Victoria
Victoria, BC
- Other
Adopts and implements quality control processes and procedures and participates in sustaining the Quality Management System (QMS) through Quality Audits and business process improvements.
Added 7 mins ago
EPL Digital Communications Specialist - Marketing and Communications Division
City of Edmonton
AB
…Google Search Console, Google Tag Manager, Google Ads and Google Business Profile, to support performance measurement, campaign tracking, search visibility and…
Added 7 mins ago
KS
Supervisor I
kate spade new york
Toronto, ON · Ksny Toronto Eaton Centre
- Full-time
…after-sales experiences; lead proactive outreach to drive repeat business and VIP…
Added 7 mins ago
NB
Director, Marketing Partnerships Lead – NBA Canada
National Basketball Association (NBA)
Toronto, ON
- Full-time
…best-in-class servicing standards, and fostering collaboration with the Business Development, Marketing, Events, and Merchandising/Licensing teams to deliver integrated…
Added 21 mins ago
Owner Operator Class 1 Truck Driver
Canada Cartage Group of Companies
Calgary, AB
…centres, we deliver dedicated fleet, freight, and supply chain solutions to many of Canada’s leading brands. We are proud to be recognized as a Top Fleet Employer by Trucking HR Canada, an…
Added 21 mins ago
KI
FPGA Team Lead (Hybrid)
Kardium Inc.
Burnaby, BC
- $119,000 to $170,000 CAD / year
…strong, unique, and customer-valued differentiators versus other solutions on the market. We have built connections with key opinion leaders who are already using the Globe System and are…
Added 21 mins ago
310J Trailer Technician
GoRight Fleet Solutions
Oshawa, ON
…customers with exceptional and transformative fleet maintenance solutions. We believe that working with leading-edge technology in our Service Centres is just as important as being…
Added 21 mins ago
Territory Sales Representative
Alta Equipment Group
Quebec, QC
…and objectives by offering a full range of Material Handling…
Added 21 mins ago
R
Banking Advisor
RBC
Thompson, MB
- Full-time
Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
Added 21 mins ago
R
Senior Software Developer, Workday Integrations & Extend
RBC
Toronto, ON
- Full-time
As a Senior Software Developer, Workday Integrations & Extend, you will lead the technical design, development, and implementation of Workday solutions to meet complex HCM program…
Added 21 mins ago
R
Relationship Manager, Business Market
RBC
Ottawa, ON
- Full-time
You will provide business and financial advice and manage a portfolio of high value small business clients who need your help as they start, manage and grow their enterprises. You are RBC’s…
Added 21 mins ago
S
Accounts Payable Manager (15 month term)
Stantec
Edmonton, AB
- Full-time
…The Manager serves as a key partner to Finance, Procurement, Business Center leaders, and other corporate functions to drive continuous improvement, enhance service delivery, and support…
Added 21 mins ago
UO
Analyst, Industry Engagement and Development
University of Ottawa
Ottawa, ON · Desmarais Hall
- Full-time
Knowledge of business development, employer engagement, and experiential learning principles in a sales environment normally acquired through a university degree in a related discipline or…
Added 36 mins ago
NF
Underwriting Manager, Small Business (9-Month Contract)
Northbridge Financial Corporation
Calgary, AB · Vancouver, BC
- Full-time
Our Underwriting Managers customize solutions for our commercial small business clients as well as guide and coach a team of underwriters. They work closely with our extensive broker…
Added 36 mins ago
T
Software Engineer II Full Stack (Branch Systems)
TD
London, ON · Toronto, ON
- Full-time
The Software Engineer II provides hands-on technical support for business-critical applications and platforms serving a large retail branch network. The role is responsible for…
Added 36 mins ago
T
Site Reliability Engineer Lead
TD
Toronto, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 36 mins ago
T
VP, Advanced Client Analytics
TD
Toronto, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 36 mins ago
T
Customer Experience Associate
TD
Yorkton, SK
- Part-time
Achieve assigned goals and business objectives by promoting banking solutions and completing business processes in a timely and accurate manner
Added 36 mins ago
MU
Operations, Housing and Conference Services Manager
McGill University
Res. Carrefour Sherb
- Full-time
…environment for students, staff and guests. Provide quality business operations to support the daily needs of students and staff including liaisons with the Residence Life team, the…
Added 36 mins ago
MU
Director, Enterprise Technology Architecture
McGill University
Sherbrooke, QC
- Full-time
Provide architecture guidance to programs and delivery teams, ensuring business intent is effectively translated into scalable and sustainable technology solutions.

Desjardins

Advisor, Securities

Montreal, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

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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