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Added 2 mins ago
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Senior Commercial Design Consultant
TalentMinded
Mississauga, ON
- Full-time
See your ideas take shape. You will design workplace environments across industries, influencing how people work and collaborate. This is an opportunity to see the practical impact of your…
Added 2 mins ago
CM
Therapy Support Navigator
CASA Mental Health
Red Deer, AB
- Full-time
Reporting to the Clinical Manager and Program Supervisor, the Therapy Support Navigator works closely with the Mental Health Therapist in the Classrooms care team to support screening, case…
Added 2 mins ago
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Corporate Tax, Senior Manager
PwC
Calgary, AB
- Full-time
At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax…
Added 2 mins ago
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Housekeeping Manager
Marriott
Sault Ste. Marie, ON
- Full-time
…clean and well maintained. Completes inspections and holds people accountable for corrective action. Position assists in ensuring guest and employee satisfaction while maintaining the…
Added 2 mins ago
OT
Analyst, Business Planning, Corporate Affairs
Ontario Teachers' Pension Plan
Toronto, ON
- Full-time
Reporting to the Senior Manager, Business Planning, this role will be an integral part of a collegial and talented team within the Corporate Affairs Division.
Added 2 mins ago
Art Director
Cozey
Mont-Royal, QC
Maximize creative impact by partnering with the Brand Manager, Brand Designer, Brand Events Coordinator, Video Art Director, and VP of Creative Marketing to build 360° concepts across web…
Added 2 mins ago
UO
Undergraduate Programs Assistant
University of British Columbia
Kelowna, BC · UBCO | Science Building (SCI)
- $4,981 to $5,713 CAD / month
- Full-time
This position reports to the Department Manager, with a dotted-line report to the Head(s) of Department. This position interacts with students, staff, faculty members, Enrolment Services,…
Added 2 mins ago
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PMO Manager Lead
Thales
Ottawa, ON
- Full-time
…worldwide rely on Thales. Thales is a business where brilliant people from all over the world come together to share ideas and inspire each other. In aerospace, transportation, defence,…
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Assistant Wealth Market Manager
TD
Concord, ON · Markham, ON
- Full-time
In partnership with the Market Manager, the Assistant Wealth Market Manager supports daily business operations across Wealth Advisory Services, Private Trust, and Wealth Insurance Services.…
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Customer Experience Associate
TD
Red Deer, AB
- Part-time
A dynamic communicator with established customer experience skills who can connect, both verbally and in writing, with different people in a calm, courteous, and effective manner
Added 2 mins ago
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Onboarding Project Manager, AVP
Morgan Stanley
Calgary, AB
- Full-time
…better investment a company can make than in its employees. People don’t just drive a company; they are the company. When people work at their best, companies do too. Morgan Stanley at…
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Experienced Analyst Technical Product Manager
Johnson & Johnson Innovative Medicine
Toronto, ON
- Full-time
Added 2 mins ago
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Shift Supervisor
The Salvation Army Canada and Bermuda Territory
St. Albert, AB
- Full-time
For more than 130 years, The Salvation Army has served people in need in communities across Canada and Bermuda. Building on our roots as a world-wide Christian church, each year we help…
Added 17 mins ago
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Finance Manager - Business Unit Finance
Church & Dwight Co., Inc.
Mississauga, ON
- Full-time
We’re a company that genuinely cares about our people, our products, our consumers and the environment.
Added 17 mins ago
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Sales Manager
Burly Boyz Moving & Storage
Calgary, AB
- $85,000 to $90,000 CAD / year
- Full-time
We're looking for a Sales Manager who knows how to close high-ticket sales over the phone and, more importantly, knows how to teach it. Your job is to build a team of closers! You'll coach…
Added 17 mins ago
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Finance Manager - Business Unit Finance
Church & Dwight Co., Inc.
Mississauga, ON
- Full-time
We’re a company that genuinely cares about our people, our products, our consumers and the environment.
Added 17 mins ago
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Portfolio Assistant, Private Wealth
BMO
Burnaby, BC · STSQ
- Full-time
…positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth…
Added 17 mins ago
SB
Service Coordinator- Supply Chain (contract)
Scandinavian Building Services
Toronto, ON · GTA, ON
- Contract
Assist our asset manager with the tracking of company assets and plan repairs if required.
Added 17 mins ago
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Occupational Therapist Degree
HealthCareersInSask.ca
Saskatoon, SK
- Full-time
Job Description: Reporting to the Manager, the Occupational Therapist is responsible for assessing and treating patients in assigned service areas within the framework of the…
Added 17 mins ago
Dietitian Degree
HealthCareersInSask.ca
Saskatoon, SK
Job Description: Under the direction of the manager Interprofessional Practice, the Dietitian is responsible for managing the nutrition care of patients. This includes nutritional…
Added 17 mins ago
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Physical Therapist Degree
HealthCareersInSask.ca
Saskatoon, SK
- Part-time
Job Description: Reporting directly to the Program Manager of Kinetik Rehabilitation Services, the Staff Physical Therapist is an integral member of the interdisciplinary team of Kinetik…
Added 17 mins ago
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Nurse Practitioner
HealthCareersInSask.ca
Assiniboia, SK
- Part-time
…The position will report to and work under the direction of a manager in one of the designated program areas. Practicing within Saskatchewan Health Authority policies, CRNS standards, and…
Added 17 mins ago
AC
National Sales Manager, Canada
Axis Communications
Toronto, ON · Canada - ON - Toronto
- Full-time
As National Sales Manager, Canada, you'll lead our sales teams across the country and join the Canadian leadership team. You'll guide a national team of sales leaders and specialists, build…
Added 17 mins ago
AW
Merchandiser (Vancouver, BC)
Arterra Wines Canada
BC · Field Office - BC
- Part-time
Maintain consistent communication with the territory Sales Representative & Sales Manager regarding changes in buyer preferences, out of stock inventory concerns/situations encountered and…
Added 17 mins ago
WM
Spécialiste des opérations de flotte / Fleet Operations Specialist
Waste Management, Inc. (WM)
Sainte-Sophie, QC
- Full-time
…planification des vacances et fournit des rapports pour Fleet…

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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