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Added 22 mins ago
TO
Advisor 3, Media Relations
The Ottawa Hospital
Ottawa, ON
- Full-time
Creates comprehensive key messages to provide spokespeople with all required information.
Added 22 mins ago
GO
Senior Policy Advisor
Government of Yukon
Whitehorse, YT
- Full-time
the development of Cabinet, Cabinet committee and Management Board submissions;
Added 53 mins ago
NB
Technology Associate
National Bank of Canada
Winnipeg, MB
- Full-time
…clients and advisors. In this role, you will help a wealth management team execute client instructions, maintain accurate information, navigate internal processes, and keep operational work…
Added 53 mins ago
T
Account Director
Tru
Toronto, ON
- Full-time
The Account Director owns the full client lifecycle for a $3M to $5M account portfolio, serving as an executive advisor to clients and a strategic partner to internal teams. This role leads…
Added 5 hours ago
DB
Part Time Bridal Sales
David's Bridal
Winnipeg, MB
- Part-time
…iPad tools to research and enthusiastically communicate this information to the…
Added 5 hours ago
UO
Career Advisor
University of Waterloo
Waterloo, ON · William M. Tatham Centre
- Full-time
…them to identify their values, needs and skills and use this information to seek out, engage in, and extract meaning from a wide variety of experiences. Each career advisor tends to work…
Added 5 hours ago
UO
Undergraduate Advisor and Coordinator
University of Waterloo
Stratford, ON · Digital Media Stratford
- Full-time
Supports the Program Manager Academic Administrative Supervisor in overall management of the undergraduate program by providing background information, research, advice, administrative…
Added 5 hours ago
D
Advisor, Securities
Desjardins
Amos, QC · La Sarre, QC · Montreal, QC · Rouyn-Noranda, QC · Val-d'Or, QC · Service Signature Abitibi-Témiscamingue et Nord-du-Québec
- Full-time
…strategies and practices. Your focus areas include discretionary management, mutual funds, exchange-traded funds and structured products. You help develop and maintain business…
Added 5 hours ago
PM
Director Finance Business Partnership
Philip Morris International
Toronto, ON
- Full-time
The Business Partner Finance Director is a strategic finance leader and trusted advisor to the Managing Director and Leadership Team. The role drives business performance, value creation,…
Added 6 hours ago
M
Stylist (Retail) (Part-time)
Mejuri
King, ON
- Part-time
…embodies our commitment to redefining luxury. As a trusted advisor to every customer, the Retail Stylist bridges the gap between beautiful jewelry and meaningful moments, ensuring every…
Added 6 hours ago
K
Senior Manager, Technology Strategy & Digital Transformation
KPMG
Vancouver, BC
- Full-time
Lead complex CIO Advisory, technology strategy and digital transformation engagements and serve as a trusted advisor to senior business and technology leaders.
Added 6 hours ago
CA
Graduate Assistant - Student Solutions Hub
Career and Professional Development Center
St. Mary's, NL · St Marys, NL
- Internship
Assist with client intake by collecting contact information, project needs, and availability for the director’s review.
Added 6 hours ago
DB
Part Time Bridal Sales
David's Bridal
Woodbridge, ON
- $16 to $25.8 CAD / hour
- Part-time
…iPad tools to research and enthusiastically communicate this information to the…
Added 6 hours ago
OS
Manager / Senior Manager, Healthcare - Industries and Government Practice
Optimus SBR
Toronto, ON
- Full-time
Optimus SBR is a leading management consulting firm and award-winning workplace where we help organizations get done what isn’t.
Added 6 hours ago
DB
Part Time Bridal Sales
David's Bridal
Dartmouth, NS
- $16 to $22.32 CAD / hour
- Part-time
…iPad tools to research and enthusiastically communicate this information to the…
Added 6 hours ago
B
Business Development Manager
BMO
Vancouver, BC · WGA
- Full-time
…(e.g. Brokers, Brokerages, Builders and non-BMO Investment Advisor Offices) for designated home financing sales programs and products to. Applies market and industry expertise to deliver a…
Added 7 hours ago
A
Senior Vice President, Energy
AECOM
Markham, ON · Thornhill, Ontario
- $300,000 to $350,000 CAD / year
- Full-time
…help shape and execute our vision of becoming the most trusted advisor to utilities, power generators, transmission owners, governments, and industrial clients. This is a new position that…
Added 8 hours ago
M
AVP Strategy - Intermediary, Product, Institutional
Manulife
Toronto, ON
- Full-time
Global Wealth & Asset Management (GWAM) is a key growth segment for Manulife, operating through Retail, Retirement and Institutional channels across North America, Asia and Europe. The…
Added 9 hours ago
M
Customer Success Account Manager
Microsoft
Calgary, AB
- Full-time
Information Technology Infrastructure Library (ITIL) Foundation certification or equivalent service management certification
Added 9 hours ago
M
Customer Success Account Manager
Microsoft
Toronto, ON
- Full-time
· Information Technology Infrastructure Library (ITIL) Foundation certification or equivalent service management certification
Added 9 hours ago
M
Cloud Solution Architect - AI Apps - Full-time LOA backfill
Microsoft
Calgary, AB · Vancouver, BC
- Full-time
Establish trusted advisor relationships with stakeholders by understanding customer needs and technologies, fostering deep engagement with both technical and business decision makers.
Added 9 hours ago
T
Conseiller / Conseillère service client – Customer Support Advisor
TOPRING
Granby, QC
- Full-time
…produits, en préparant des soumissions et en rassemblant l’information nécessaire pour répondre aux…
Added 9 hours ago
M
Licensed Assistant
Manulife
Montreal, QC
- Full-time
…handling administrative tasks, client service, and account management. This individual must hold relevant securities licenses (e.g., CSC, CPH, WME…) and work closely with clients to ensure…
Added 9 hours ago
M
AVP Retirement & Wealth Strategy
Manulife
Toronto, ON
- Full-time
…transformation of our global franchise. The role is trusted advisor to the entire Retirement & Wealth Leadership Team, providing key insights and information to drive the development and…
Added 9 hours ago
T
Conseiller / Conseillère service client – Customer Support Advisor
Topring
Granby, QC
- Full-time
soumissions et en rassemblant l’information nécessaire pour répondre aux

Desjardins

Advisor, Securities

Amos, QC, Canada
La Sarre, QC, Canada
Montreal, QC, Canada
Rouyn-Noranda, QC, Canada
Val-d'Or, QC, Canada
Service Signature Abitibi-Témiscamingue et Nord-du-Québec, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 19, 2026
Posting language: English
Posted: Nov 4, 2026

Original job description

As an investment assistant, 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

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

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

2026-11-18

Apply About employer

More about this job

Responsibilities

The advisor will manage client relationships, sell securities products, and implement personalized investment solutions. Additionally, they will provide administrative support to branch management, oversee operational tasks, and assist in staff recruitment.

Requirements

Candidates must possess a college diploma in a related field and at least two years of relevant experience. Proficiency in French is required for this role.

Skills

Investment advisory
Business development
Securities sales
Compliance
Budget monitoring
Administrative staff supervision
Operational problem-solving
Financial analysis
Interpersonal skills
Negotiation
Recruitment
Logistics management
Mutual funds
Exchange-traded funds
Structured products

Benefits

Competitive salary
Annual bonus
Flexible vacation
Defined benefit pension plan
Group insurance
Telemedicine
Health and wellness expense reimbursement
Telework equipment

Visa sponsorship

Not detected in the job text

Keywords

Investment
Securities
Discretionary management
Mutual funds
Exchange-traded funds
Structured products
Compliance
Budgeting
Staff supervision
Client service
Business development
Financial services
Operations
Recruitment
Logistics
Hybrid work
Pension plan
Group insurance
Telemedicine
Administrative support

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