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Added 11 mins ago
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Creative Solutions Lead
Yahoo
CA - Canada
- Full-time
…Analytics, and external vendors. You will serve as both a strategic advisor and hands-on project lead, overseeing programs from ideation and presentation through production, launch,…
Added 11 mins ago
PI
Project Technologist/Senior Project Technologist Hazourdous Materials
Pinchin in Canada
Barrie, ON
- $50,000 to $63,000 CAD / year
- Full-time
Availability to work outside core business hours, including occasional weekends
Added 11 mins ago
RB
Insurance Advisor Life, Health & Wealth
Royal Bank of Canada
Kelowna, BC · Penticton 1, BC · Vancouver, BC · Vernon, BC · West Kelowna, BC
- 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 11 mins ago
RB
Client Advisor
Royal Bank of Canada
Kerrobert, SK
- Part-time
· Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
Added 11 mins ago
RB
Insurance Advisor Life, Health & Wealth
Royal Bank of Canada
Saskatoon, SK
- 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 11 mins ago
RB
Banking Advisor
Royal Bank of Canada
Thunder Bay, ON
- Full-time
Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
Added 11 mins ago
RB
Insurance Advisor Life, Health & Wealth
Royal Bank of Canada
Calgary, AB
- 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 11 mins ago
RB
Banking Advisor Intern
Royal Bank of Canada
Oakville, ON
- Full-time
Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
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Senior Public Affairs Advisor
OPTrust
Toronto, ON
- Full-time
At OPTrust, paying pensions today, preserving pensions for tomorrow is our mission and business.
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Technology Program Management, Vice President
MUFG
Toronto, ON
- Full-time
· Prior business analyst experience and/or operational expertise preferred.
Added 12 mins ago
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Bilingual Customer Service Representative - Mutual funds Operations
Sun Life
Toronto, ON · Waterloo, ON · Montreal, QC · Sun Life Montreal Metcalfe
- Full-time
Resolve advisor inquiries with a client-centered approach, demonstrating flexibility and adaptability
Added 12 mins ago
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Shop Foreperson
Rush Enterprises
Timmins, ON
- Full-time
…administrative support to the technicians during the day- to day business operations, maintaining service quality, assisting in profitability and ensuring safe work practices are adhered…
Added 12 mins ago
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Senior Financial Advisor - Saint-Hubert
CIBC
Longueuil, QC · Carrefour-Saint-Hubert Banking
- Full-time
As a member of the Personal and Business Banking Team, you’ll manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and…
Added 12 mins ago
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Mobile Mortgage Advisor – Bilingual
CIBC
Montreal, QC · Saint-Laurent-Place Vertu
- Full-time
As a member of the Personal and Business Banking team, you’ll leverage your banking and mortgage experience to help clients achieve their home ownership dreams. As a Mobile Mortgage…
Added 12 mins ago
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Senior Director, Communications
Cogeco
Burlington, ON · Montreal, QC
- Full-time
Act as a direct, trusted communications advisor to the CEO and Executive Committee (ExCo), delivering concise, data-backed counsel on communication strategies, change initiatives, and…
Added 26 mins ago
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Health, Safety and Environment Specialist***Spécialiste, santé, sécurité, et environnement
Aliaxis
AB · CA - Edmonton - Distribution
- Full-time
Travel between locations in Canada and the United States is required, with all business travel expenses covered by IPEX.
Added 26 mins ago
SQ
Conseiller/Conseillère stagiaire, Programme de perfectionnement du conseiller -Possibilités d'emploi -futures/Advisor Trainee- Advisor Development Program -Future Opportunities
Sunlife Québec
Pointe-Claire, QC
- Full-time
The Advisor Trainee position is a temporary contract of up to four-months, designed as a unique opportunity to explore a rewarding career in financial advice. In this role, you’ll gain…
Added 26 mins ago
RI
Insurance Advisor Life, Health & Wealth
RBC Insurance
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 26 mins ago
SQ
Conseiller/Conseillère stagiaire, Programme de perfectionnement du conseiller -Possibilités d'emploi -futures/Advisor Trainee- Advisor Development Program -Future Opportunities
Sunlife Québec
Montreal, QC
- Full-time
The Advisor Trainee position is a temporary contract of up to four-months, designed as a unique opportunity to explore a rewarding career in financial advice. In this role, you’ll gain…
Added 26 mins ago
RI
Insurance Advisor Life, Health & Wealth
RBC Insurance
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 26 mins ago
RI
Insurance Advisor Life, Health & Wealth
RBC Insurance
Vaughan, 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 26 mins ago
RI
Insurance Advisor Life, Health & Wealth
RBC Insurance
Brantford, 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 26 mins ago
RI
Insurance Advisor Life, Health & Wealth
RBC Insurance
London, 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 26 mins ago
RI
Insurance Advisor Life, Health & Wealth
RBC Insurance
Winnipeg, MB
- 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 27 mins ago
RI
Insurance Advisor Life, Health & Wealth
RBC Insurance
Barrie, 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.…

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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