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Financial Advisor - CIRO-MFD/AMF (Urban)
CIBC
Richmond, BC
- Full-time
As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client…
Added just now
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Financial Advisor - CIRO-ID (Urban)
CIBC
Richmond, BC
- Full-time
As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client…
Added just now
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Senior Project Manager, Municipal Engineering
WSP
Fort McMurray, AB
- Full-time
Build and maintain strong client, stakeholder, and industry relationships to drive strategic growth and position WSP as a trusted advisor.
Added 15 mins ago
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Pre-Owned Automotive Sales Representative
Pfaff Automotive Partners Inc.
Markham, ON
- Full-time
Build strong client relationships by understanding each customer’s needs, preferences, and lifestyle.
Added 15 mins ago
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Accounting Technician, Indigenous Ease Services
MNP
Saskatoon, SK
- Full-time
Make an impact with our Indigenous Services team as an Accounting Technician. This diverse team of professionals works with more than 250 Indigenous peoples, groups and organizations across…
Added 29 mins ago
RJ
Corporate Actions Associate
Raymond James Ltd.
Vancouver, BC
- Full-time
Liaise with Financial Advisors (FAs) and support staff processing client instructions;
Added 29 mins ago
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VP Sales Lead, Vice President and Sales Lead, Mid Market Diversified Industries, Commercial Banking
BMO
Toronto, ON · FCP
- Full-time
Act as a trusted advisor and resource on commercial banking trends, client needs, and growth opportunities.
Added 29 mins ago
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Counsel, Claims Litigation
Definity Insurance Company
Edmonton, AB
- Full-time
…claims litigation strategies and policies, and act as a trusted advisor on legal and claims-related…
Added 44 mins ago
AE
Human Resources Business Partner (1-Year Term)
Atomic Energy of Canada, Ltd.
Ottawa, ON
- Other
In this role, you will provide end-to-end human resources support to an assigned portfolio of client groups, serving as the primary HR contact and trusted advisor for leaders and employees.
Added 44 mins ago
VC
Rehabilitation Assistant (Occupational Therapy/Physiotherapy)
Vancouver Coastal Health
Vancouver, BC
- $31.17 to $32.85 CAD / hour
- Temporary
…Health Centre. Apply today to speak to a Talent Acquisition…
Added 44 mins ago
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Banking Advisor
RBC
Thunder Bay, ON
- Full-time
This unique position calls on your client-focused advice expertise and natural problem-solving skills to maximize each client interaction by helping clients with their everyday banking,…
Added 44 mins ago
RB
Insurance Advisor Life, Health & Wealth
Royal Bank of Canada
Brantford, ON · Hamilton, ON · Kitchener, ON · London, ON · Milton, ON · Oakville, ON · Toronto, ON
- Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions.…
Added 44 mins ago
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Advisor, Members' HR Services
House of Commons (Canada) / Chambre des communes (Canada)
Ottawa, ON
- Full-time
Human Resources Services is seeking candidates for the Advisor, Members’ HR Services position. This exciting developmental opportunity is designed to build on your existing knowledge,…
Added 59 mins ago
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Administrative Associate (LeBlanc Family Wealth)
Wellington-Altus
Kingston, ON
- Full-time
Provide information, where requested and approved by an Associate or Advisor, on the status of a client’s account and provide account balances, quotes and other marketing information.
Added 59 mins ago
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Analyste de données senior – Données de base fournisseurs et partenaires commerciaux (SAP S/4HANA et
CGI
Montreal, QC
- Full-time
Consulting or client facing experience advising senior stakeholders and steering partners.
Added 59 mins ago
UO
UService Service Advisor - People & Culture and Payroll
University of Calgary
Calgary, AB
- Full-time
…phone, email, chat, and in-person interactions. The UService Advisor - People & Culture assesses, resolves, documents, or escalates inquiries using established policies, procedures,…
Added 59 mins ago
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Senior Manager, Operational Resiliency Advisor
TD
Toronto, ON
- Full-time
Reporting directly to the Vice President, Resilience Management within Protect Platform, the Operational Resilience Advisor will act as the key voice of the resilience program while…
Added 59 mins ago
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Estate Planning Advisor (Insurance)
TD
Kingston, ON · Ottawa, ON
- Full-time
…commitment to discovering and achieving what truly matters to each client, PWM leverages a distinct discovery process and an integrated, team-based approach to build a wealth strategy that…
Added 59 mins ago
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Senior Account Manager, Private Client Advice
TD
Markham, ON · Ottawa, ON · Toronto, ON · Montreal, QC
- Full-time
Welcome to Private Client Advice! Since its inception in 2018, Private Client Advice (PCA) has grown fast and profitably. We offer an insurance service that appreciates our client's efforts…
Added 59 mins ago
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Personal Finance Advisor, Assigned Clientele
Desjardins
Rawdon, QC · Caisse Desjardins De Montcalm et de la Ouareau
- 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 59 mins ago
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Client Financial Services Agent
Desjardins
Laval, QC
- Full-time
As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business…
Added 1 hour ago
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Principal Strategic Deal Maker- Sales Executive
Capgemini Engineering
Mississauga, ON
- Full-time
…projects, in pursuit of growing our Smart Meter and Smart Grid services. The individual would be expected to lead teams of consulting professionals that will deliver world class services to…
Added 1 hour ago
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Senior Relationship Manager, Commercial Banking
BMO
Mississauga, ON · Oakville, ON · Peterborough, ON · Toronto, ON · FCP
- Full-time
…financial solutions that fuel business success. As a trusted advisor, we deliver a full suite of commercial banking capabilities including lending, treasury management, cash management,…
Added 1 hour ago
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Client Financial Services Agent
Desjardins
Montreal, QC · Caisse Desjardins du Sud-Ouest de Montréal
- Full-time
As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business…
Added 1 hour ago
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Senior Manager, Indirect Tax
ACCA Careers
Toronto, ON
- Full-time
Lead multiple client facing engagement teams responsible for GST/HST and sales tax planning and management services

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

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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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