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AS
Client Advisor
Acne Studios
Vancouver, BC
- Full-time
We are looking for a full-time Client Advisor for our Acne Studios Oakridge Park store. As Client Advisor at Acne Studios you will work collaboratively with your team to establish and…
Added just now
MM
Client Advisor, Miu Miu Vancouver Holt Renfrew
Miu Miu
Vancouver, BC
- Full-time
…such, to be responsible to maximize the individual and team sales, providing an extraordinary and memorable luxury customer experience placing the Client above all, discovering their needs…
Added just now
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Host (3-Month Contract)
Louis Vuitton
Vancouver, BC
- Part-time
This is an opportunity for those who thrive in a fast-paced environment, see themselves as a true personal ‘advisor’- someone who is seeking to grow their career in a luxury retail…
Added 15 mins ago
J
Senior Account Manager, Media
Jobgether
Canada
- Full-time
…of their advertising investments. You will act as a trusted advisor, translating business objectives and marketplace insights into effective, data-driven media strategies. Working closely…
Added 15 mins ago
GC
Client Portfolio Manager
Guardian Capital Advisors
Calgary, AB
- Full-time
Added 15 mins ago
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Regional Service Agent - Boutique
Allstate Canada
Toronto, ON
- Full-time
Our team is growing, and we are actively looking to hire Regional Service Agent! Reporting to the Sales Market Leader, you will be responsible to answer service and billing inquiries over…
Added 30 mins ago
A
Service Advisor - Dartmouth Chrysler Dodge Jeep Ram
AutoCanada
Dartmouth, NS
- $70,000 to $100,000 CAD / year
- Other
We are looking foran experienced Service Advisor who is passionate about delivering an exceptional customer experience to join our growing team! We're looking for a friendly and…
Added 32 mins ago
A
Personal Banking Advisor - Camrose
ATB
Camrose, AB
- Full-time
Elevate Your Career as a Personal Banking Advisor at ATB Financial!
Added 32 mins ago
MAC Artist/Beauty advisor - Part Time -Galeries de la Capitale Quebec City, QC
Estée Lauder Companies
Quebec, QC
Added 32 mins ago
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Cloud & AI Platform Sales Specialist
Microsoft
Goodwood, ON
- Full-time
As a Cloud & AI Specialist, you are a business leader with deep technical and business knowledge within our enterprise sales organization, working with our most important customers in…
Added 45 mins ago
TH
Parts Advisor
The Humberview Group
Orangeville, ON
- Full-time
Orangeville Honda is looking for an experienced Parts Advisor to add to their team in Etobicoke. Orangeville Honda is proud to be a member of The Humberview Group, representing 20…
Added 45 mins ago
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Commercial/Sales Account Director I
AMECO
Leduc, AB
- Full-time
The Commercial Account Director serves as a trusted advisor to customers and a key partner to internal business functions, developing commercial strategies that increase revenue,…
Added 45 mins ago
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R&D Tax Client Delivery Manager
Boast
Montreal, QC
- Full-time
You’ll work closely with Technical Solutions Managers, Product, Sales, and leadership teams to continuously improve how work gets delivered at scale through a combination of deep expertise,…
Added 45 mins ago
SQ
District Manager
Sunlife Québec
Trois-Rivières, QC · Greater Trois-Rivieres Metropolitan Area
- Full-time
Develop and execute on your District recruiting and sales power growth plan in alignment with overall SLFD objectives and advisor succession needs.
Added 45 mins ago
GC
Client Portfolio Manager
Guardian Capital Advisors
Vancouver, BC
- Full-time
Added 45 mins ago
TM
Associate Private Wealth Advisor
The Mirillion Group
Vancouver, BC
- $110,000 to $160,000 CAD / year
- Full-time
Associate Private Wealth Advisor | Vancouver, BC
Added 45 mins ago
TM
Senior Wealth Partner/Advisor
The Mirillion Group
Vancouver, BC
- $175,000 to $225,000 CAD / year
- Full-time
Senior Private Wealth Partner/Advisor | Vancouver, BC
Added 45 mins ago
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Global Mining Practice Business Development Leader
HDR
Burlington, ON
- Full-time
Build Strategic Client Relationships: Serve as a trusted advisor to mining companies and key partners, with a clear understanding of their assets, capital programs, operating priorities and…
Added 45 mins ago
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Global Mining Practice Business Development Leader
HDR
Toronto, ON
- Full-time
Build Strategic Client Relationships: Serve as a trusted advisor to mining companies and key partners, with a clear understanding of their assets, capital programs, operating priorities and…
Added 45 mins ago
CG
Manager, Sales Governance and Operations
Calian Group
Toronto, ON
- Full-time
We are looking for a Manager, Sales Governance & Operations to play a critical leadership role supporting the governance, operational effectiveness, and growth of the ITCS business. In this…
Added 45 mins ago
IB
Insurance Advisor Trainee - Burns Lake
Insurance Brokers Association of BC
BC · Cariboo A, BC
- Full-time
AMC Village Insurance in Burns Lake is hiring a full-time Insurance Advisor Trainee. You don't need insurance experience to apply. We'll train you on the job and support you through your…
Added 45 mins ago
MS
Senior Director Business Development
Metro Supply Chain
Mississauga, ON
- Full-time
Establish credibility as a trusted advisor throughout the sales process.
Added 45 mins ago
RI
Insurance Advisor - Life, Health & Wealth
RBC Insurance
NS · Cape Breton, NS
- Full-time
We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Insurance Advisor Life, Health & Wealth…
Added 45 mins ago
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Global Mining Practice Business Development Leader
HDR
Victoria, BC
- Full-time
Build Strategic Client Relationships: Serve as a trusted advisor to mining companies and key partners, with a clear understanding of their assets, capital programs, operating priorities and…
Added 45 mins ago
A
Commercial/Sales Account Director I
AMECO
Fort Saskatchewan, AB
- Full-time
The Commercial Account Director serves as a trusted advisor to customers and a key partner to internal business functions, developing commercial strategies that increase revenue,…

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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