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Added 6 mins ago
SD
Store Administrator, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Pickering, ON
- Part-time
Administer the accounting related functions within the store supporting sales, inventory, payroll, and benefits reporting and other financial requirements in order to achieve the financial…
Added 36 mins ago
RB
Client Advisor Intern
Royal Bank of Canada
Norfolk, ON
- Part-time
…capabilities, you can build a great career with us as a future Account Manager/Banking…
Added 36 mins ago
RB
Assistant Branch Manager
Royal Bank of Canada
Pointe-Claire, QC
- Full-time
As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team sales…
Added 36 mins ago
RB
Manager, Royal Mutual Funds Inc (RMFI) Surveillance
Royal Bank of Canada
Toronto, ON
- Full-time
As Manager, RMFI Trade Surveillance, you will act as a senior member in the team to lead the daily and periodic reviews of sales and trading activities in Canada to detect potential…
Added 36 mins ago
RB
Team Operations Lead
Royal Bank of Canada
Vernon, BC
- Full-time
…every level and equips us to help our clients achieve their financial…
Added 36 mins ago
RB
Senior Relationship Manager, Commercial Financial Services
Royal Bank of Canada
Ottawa, ON
- Full-time
…professional relationship management and delivering top-tier financial advice in an end-to-end industry, whose specialized approach aligns sales, products, risk policy, and market…
Added 1 hour ago
AA
Gestion performance financiere & optimisation programme / Financial performance & program improvement
Airbus Aircraft
Mirabel, QC
- Full-time
Added 1 hour ago
NA
Client Manager, Commercial Insurance
NFP, an Aon company (Canada)
Hamilton, ON
- Full-time
The Ontario Commercial Lines Division has an immediate need for an Account/Client Manager to interact with clients on a day-to-day basis while developing and maintaining relationships with…
Added 1 hour ago
SM
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…
Added 1 hour ago
FC
Senior Manager, Credit Solutions, Commercial Services
FirstOntario Credit Union
St. Catharines, ON
- Full-time
As a member of the Commercial Services team within the Business Banking Group, the Senior Manager, Credit Solutions, Commercial Services is responsible for the credit management,…
Added 1 hour ago
UO
Administrative Manager, Finance and Operations
University of Waterloo
Waterloo, ON · Psychology, Anthropology, Soci
- Full-time
The Administrative Manager, Finance and Operations, is responsible for managing and coordinating the operational administrative functions of the School and finance-related support with…
Added 1 hour ago
T
Customer Experience Associate - Future Opportunities
TD
Toronto, ON
- Part-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 2 hours ago
D
Financial Sercives Assistant
Desjardins
Amos, QC · Boucherville, QC · Brossard, QC · Châteauguay, QC · La Sarre, QC · Montreal, QC · Rouyn-Noranda, QC · Val-d'Or, QC
- Full-time
…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,…
Added 2 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
…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,…
Added 2 hours ago
RD
Team Operations Lead
RBC Dominion Securities
Vernon, BC
- Full-time
…every level and equips us to help our clients achieve their financial…
Added 2 hours ago
SH
Administrative Assistant
Shared Health-Soins Communs
Minnedosa, MB
- Full-time
Under the general supervision of and responsible to the Director/Regional Manager/Manager; the Administrative Assistant is committed to the vision, mission, values and strategic priorities…
Added 2 hours ago
HT
Senior Financial Analyst - Corporate Accounting
Husky Technologies
Bolton, ON
- Full-time
Reporting to the Finance Manager, Corporate Consolidations and working with our global Husky Finance teams, the Senior Financial Analyst plays a critical role in the timely and accurate…
Added 2 hours ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
Title: Financial Manager - PLM (Product Line Mgmt)
Added 2 hours ago
BM
Integrator / General Manager
BBX Moving
Richmond, BC
- Full-time
Added 2 hours ago
L
Assistant Manager, Operations | Tanger Outlet
lululemon
Ottawa, ON
- Internship
The Assistant Manager, Operations role is an essential part of the store leadership team and is responsible for making sure our retail business runs smoothly and successfully. Assistant…
Added 2 hours ago
Wealth Management - JFL Research Internship/Co-op (Toronto) - Summer 2027
Scotiabank
Toronto, ON
Jarislowsky Fraser Global Investment Management (Jarislowsky Fraser) is an investment manager with 70 years of experience conducting fundamental research and managing assets for pension…
Added 2 hours ago
Wealth Management - JFL Research Internship/Co-op (Montreal) - Summer 2027
Scotiabank
Montreal, QC
Jarislowsky Fraser Global Investment Management (Jarislowsky Fraser) is an investment manager with 70 years of experience conducting fundamental research and managing assets for pension…
Added 2 hours ago
Administrative Assistant
Winnipeg Regional Health Authority
Minnedosa, MB
Under the general supervision of and responsible to the Director/Regional Manager/Manager; the Administrative Assistant is committed to the vision, mission, values and strategic priorities…
Added 2 hours ago
MANAGEMENT CONSULTANT
City of Toronto
Toronto, ON
Reporting to the Manager, Business Services, the Management Consultant provides consulting services to senior leadership and key stakeholders within the Housing Secretariat Division to…
Added 2 hours ago
Sr. Financial Analyst
Rogers Communications
Toronto, ON
Posting Category/Function: Finance & Accounting & Financial Planning and Analysis

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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