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Added 6 mins ago
F
Manager, Information Security Risk
FCT
Oakville, ON
- Full-time
Working closely with the Director, Information Security & IT Risk, this role will support the continued maturation of FCT’s information security risk management program, including AI…
Added 22 mins ago
Premier Services Partner Manager
AppDirect
Toronto, ON
…all current Premier Service accounts. You will be a strategic advisor, a process architect, and a product voice all at once. You'll work with a select book of customers who need more than…
Added 22 mins ago
Customer Success Manager (Premier Services)
AppDirect
Toronto, ON
…all current Premier Service accounts. You will be a strategic advisor, a process architect, and a product voice all at once. You'll work with a select book of customers who need more than…
Added 22 mins ago
C
Senior Advisor, Strategic Change and Transformation Engagement (T & I) (Telework/Hybrid)
CBC/Radio-Canada
Toronto, ON · Montreal, QC
- Full-time
…and used within an organizational model focused on product management, agile at scale, and continuous value…
Added 37 mins ago
Service Advisor - Audi Edmonton North
The Jim Pattison Auto Group
Edmonton, AB
The Jim Pattison Auto Group is seeking a customer-focused, organized, and detail-oriented Service Advisor to be the welcoming face of the Service Department at our Audi Edmonton North…
Added 37 mins ago
GF
Sales (Fitness Advisor) - Halifax Joseph Howe
GoodLife Fitness
Halifax, NS
- Full-time
The Fitness Advisor is responsible for recruiting and working with new members to understand their specific health and fitness goals and provide recommendations for how they can achieve…
Added 37 mins ago
GF
Sales (Fitness Advisor) - Hamilton Upper James and Rymal
GoodLife Fitness
Hamilton, ON
- Full-time
The Fitness Advisor is responsible for recruiting and working with new members to understand their specific health and fitness goals and provide recommendations for how they can achieve…
Added 37 mins ago
Non-Reg On-Caller - Bedford, NS
Edward Jones
Bedford, NS
Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the…
Added 37 mins ago
C
Financial Services Associate (Mandarin)
CIBC
Vancouver, BC
- Full-time
Client engagement - Leverage your knowledge of cash management, credit, investment and wealth protection to answer questions and provide information to clients. Partner with your Financial…
Added 37 mins ago
B
Manager, Credit Cards, Can P&C Finance
BMO
Toronto, ON · BMOPLACE
- Full-time
…provide financial advice and service that supports the financial management activities of the Group/portfolio. Supports the monitoring and management of financial performance against plans,…
Added 37 mins ago
B
VP, Strategy and Performance Management, Capital Markets
BMO
Toronto, ON · FCP
- Full-time
VP, Capital Markets - Strategy and Performance Management
Added 51 mins ago
DU
Student Access Advisor
Dalhousie University
Halifax, NS
- Full-time
…the AVP Student Engagement and Success, the Student Access Advisor facilitates equitable access to the campus community by developing accommodation plans, collaborating with stakeholders,…
Added 51 mins ago
BV
Senior Diversified Relationship Manager
Bow Valley Credit Union
Cochrane, AB
- Full-time
Success requires demonstrated relationship-management and business-development results, advanced credit capability, broad commercial knowledge, and the ability to strengthen team capability…
Added 51 mins ago
BV
Senior Agriculture Relationship Manager
Bow Valley Credit Union
Cochrane, AB
- Full-time
…objectives, credit policies, delegated authorities, and prudent risk management…
Added 51 mins ago
M
Summer Co-op Accountant, Assurance and Accounting
MNP
Dieppe, NB
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 1 hour ago
R&
Senior Group Audit Manager, Cybersecurity
Robertson & Company Ltd.
Toronto, ON
- Full-time
…millions of customers through a broad range of banking, wealth management, insurance, and capital markets services. Known for its commitment to innovation, customer experience, and…
Added 1 hour ago
GF
Customer Care Advisor (LLQP)
Greenstone Financial Services Canada
Toronto, ON · North York, ON
- Full-time
Follow all business processes in relation to dishonour management (payment recovery & retention)
Added 1 hour ago
IF
Assistant Branch Manager
Investia Financial Services
Vancouver, BC
- Full-time
While operational oversight, compliance, workflow management, training, and advisor support remain important parts of the position, we are looking for someone who is willing to go beyond…
Added 1 hour ago
C
Financial Services Associate (Mandarin)
CIBC
Vancouver, BC
- Full-time
Client engagement - Leverage your knowledge of cash management, credit, investment and wealth protection to answer questions and provide information to clients. Partner with your Financial…
Added 1 hour ago
MR
Project Manager III
Motion Recruitment
Vancouver, BC
- $75 to $95 CAD / hour
- Contract
A leading Canadian wealth management and financial services organization is seeking a Senior Project Manager to join its Project Management Office (PMO) on a 12-month contract. This role…
Added 1 hour ago
F
Manager, Information Security Risk
FCT
Oakville, ON
- Full-time
Working closely with the Director, Information Security & IT Risk, this role will support the continued maturation of FCT’s information security risk management program, including AI…
Added 1 hour ago
E
Senior IT Talent Acquisition Specialist
Equisoft
Montreal, QC · Quebec, QC · HYBRID - Montreal, Canada
- Full-time
Act as trusted advisor to business leaders and hiring managers on all types of talent needs, providing market insights and recruitment strategies
Added 1 hour ago
SI
Senior Linux and Cloud Administrator | Global Cloud Ops LLD | Pacemaker Operations | Toronto
SAP IT Business Systeme
Toronto, ON
- $97,800 to $202,400 CAD / year
- Full-time
…The role acts as the primary technical owner and strategic advisor for customer cloud landscapes, driving stability, optimisation, and continuous improvement across SAP Global Cloud…
Added 1 hour ago
T&
Associate Director - Cost Management
Turner & Townsend
Montreal, QC
- Full-time
Our capabilities include programme, project, cost, asset and commercial management, controls and performance, procurement and supply chain, net zero and digital solutions.
Added 1 hour ago
IO
Human Resources Labour Advisor - Edmonton
Imperial Oil
Calgary, AB
- Full-time

Desjardins

Advisor, Securities

Mascouche, QC, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Nov 27, 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

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

2026-11-26

Apply About employer

More about this job

Responsibilities

The Advisor, Securities helps develop and maintain business relationships while selling securities products and services to meet client needs. They also provide administrative support to branch management, including compliance oversight, staff recruitment, and operational problem-solving.

Requirements

Candidates must possess a college diploma in a related field and a minimum of two years of relevant experience. Proficiency in French is required, along with strong interpersonal and customer-focused skills.

Skills

Investment advisory
Business development
Securities sales
Compliance
Budget monitoring
Operational problem-solving
Interpersonal savvy
Customer focus
Action oriented
Recruitment
Logistics
Financial analysis
Discretionary management

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
Investment
Mutual funds
Exchange-traded funds
Structured products
Compliance
Budgeting
Administrative support
Client relations
Recruitment
Operations
Financial services
Hybrid work
Customer service
Business development

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