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Added 1 min ago
HR Operations & Payroll Specialist
Klassen Group
Abbotsford, BC
…the HR team and our Information Team. This isn’t a generalist advisor role. You won’t handle investigations or coach managers. You’ll be the expert on the systems, numbers and rules…
Added 1 min ago
AC
Full-Time Professor, Automotive Service Technician/Motive Power Technician
Algonquin College
Ottawa, ON
- Full-time
…renewal, participating in continued efforts to improve the quality of instruction offered to learners, and serving as program coordinator, academic advisor or curriculum…
Added 30 mins ago
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Visual & Events Advisor
Rennaï
Mont-Royal, QC
- Part-time
Reporting to the Events and Visual Presentation Supervisor, the advisor plays a key role in positioning the bar as a dynamic and experiential touchpoint within the store. Beyond executing…
Added 45 mins ago
Senior Project Manager, Municipal Buildings
Tiree
Calgary, AB
Professionals in this space typically act as a trusted advisor to municipal clients, navigating complex stakeholder environments while supporting the delivery of projects that improve…
Added 45 mins ago
ST
Principal Scientist, Neural Biology
STEMCELL Technologies
Vancouver, BC · Canada - BC, Vancouver, Station St, Onsite
- Full-time
…direction of the Neural R&D team and serve as a senior scientific advisor across the organization. You will bring deep expertise in neuroscience together with a strong external network and…
Added 1 hour ago
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Associate Advisor
RBC
Toronto, ON
- Full-time
Our Team is Growing - We’re Hiring an Associate Advisor in Toronto.
Added 1 hour ago
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Senior Commercial Design Consultant
TalentMinded
Mississauga, ON
- Full-time
…projects, applying your judgment to balance client needs, design quality, and technical requirements. You will independently manage multiple complex projects for large-scale work…
Added 1 hour ago
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Wealth Insurance Advisor
TD
Markham, ON · Toronto, ON
- Full-time
insurance products manufactured by leading third-party insurance carriers to maintain a high quality of client service and support as part of the financial planning process. Key Focus
Added 1 hour ago
D
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 1 hour 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 1 hour ago
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Client Financial Services Agent
Desjardins
Rouyn-Noranda, QC · Caisse Desjardins de Rouyn-Noranda
- Full-time
…communication skills to ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. You provide significant business development…
Added 1 hour ago
Senior HSEQ Advisor
CIMIC
Vancouver, BC
Sedgman is seeking an experienced Senior HSEQ Advisor to join our North American team, based in either Vancouver, Canada or Phoenix, USA.
Added 1 hour ago
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Contract Management Senior Specialist
Manulife
Halifax, NS · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
Act as a trusted advisor, ensuring alignment with all Procurement policies, sourcing best practices, and enterprise standards related to third-party contracting.
Added 1 hour ago
TW
Automotive Service Technician
The Warrington Group Inc.
Hammonds Plains, NS
- Full-time
With locations throughout Metro Halifax, their teams are committed to delivering quality automotive service, building lasting customer relationships, and creating a positive experience for…
Added 1 hour ago
O
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 1 hour 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
Added 1 hour ago
VC
Clinical Operations Supervisor (RPN/RN) - Long Term Care
Vancouver Coastal Health
Richmond, BC
- $52.39 to $66.65 CAD / hour
- Temporary
…education. Liaises with key stakeholders on the achievement of quality indicators and program goals and objectives. Ensures a high standard of care while promoting interdisciplinary…
Added 1 hour ago
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Senior Advisor (Full Time) - People Insight & Analytics
Trillium Health Partners
ON · ON, Canada
- Full-time
Educate stakeholders on workforce data and planning approach, including recommendations to maximize performance results and enhance quality of care
Added 2 hours 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 2 hours ago
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Audit Manager II ( Business Intelligence Engineering)
TD
Toronto, ON
- Full-time
Collaborate with technology, data management, and business partners to improve data quality, accessibility, and governance practices.
Added 2 hours 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 2 hours 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…
Added 2 hours ago
D
Wealth Management Advisor
Desjardins
Marieville, QC · Saint-Césaire, QC · Caisse Desjardins de Rouville
- 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…
Added 2 hours ago
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Advisor, Member/client sales and service
Desjardins
Montreal, QC
- Full-time
As a member/client service advisor, Sales, you help solicit and develop and maintain business relationships with members and clients. You provide customer service and help sell specialized…
Added 2 hours ago
B
Sr Learning and Experience Designer
BMO
Toronto, ON · FCP
- Full-time
…strategies according to required timelines and budgets and quality output…

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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