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Added 8 mins ago
B
Client Service Associate
BMO
Calgary, AB · CALG
- Full-time
Knowledge of Insurance and group products is an asset
Added 9 mins ago
MN
Senior Account Manager
Mosaic North America
Toronto, ON
- Full-time
Senior Account Manager, B2B Experiential Marketing & Account Leadership
Added 9 mins ago
TH
Business Manager
The Humberview Group
Toronto, ON
- Full-time
Volkswagen MidTown Toronto is looking for a Business Manager to add to our team in Toronto. Volkswagen MidTown Toronto is proud to be a member of The Humberview Group, representing 20…
Added 9 mins ago
TU
Indigenous Student Development Coordinator
The University of British Columbia
Vancouver, BC
- $7,158.42 to $10,292.25 CAD / month
- Full-time
…Director, School of Kinesiology, and works closely with the Manager, Finance and Administration to support the planning, coordination, and delivery of Indigenous student initiatives and…
Added 9 mins ago
MN
Senior Account Manager
Mosaic North America
Vancouver, BC
- Full-time
Senior Account Manager, B2B Experiential Marketing & Account Leadership
Added 9 mins ago
PG
Media Planner
Publicis Groupe Holdings B.V
Toronto, ON
- Full-time
Present plans to the client brand group, with assistance of Supervisor/Manager
Added 9 mins ago
Manager, Canadian Tax
ASSA ABLOY
Toronto, ON
We are seeking an experienced and strategic Canadian Tax Manager to lead all aspects of Canadian tax compliance, reporting, planning, and controversy management. This role will report…
Added 9 mins ago
TC
Manager, Tax Compliance & Reporting (18-month contract)
The CSL Group Inc.
Montreal, QC
- Temporary
The Manager, Tax Compliance, Reporting and Risk oversees corporate tax compliance, tax accounting and reporting, and tax risk management across CSL’s Canadian and international operations.…
Added 24 mins ago
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Senior Analyst, Lease Accounting
OMERS
Toronto, ON · Head Office Toronto
- Full-time
We are a leading global real estate investor, developer and manager. We combine our capital with our capabilities to create real estate that strengthens economies and communities. By…
Added 24 mins ago
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Senior Manager Technical Accounting
OLG
Sault Ste. Marie, ON · Foster Drive Office
- Full-time
Partner with Senior Manager, External Reporting & Consolidation to identify, evaluate and support financial statement impacts and preparation of Financial Statements and other reporting…
Added 39 mins ago
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Personal Banker
BMO
Toronto, ON
- Full-time
The above represents BMO Financial Group’s pay range and type.
Added 39 mins ago
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Banking Officer, Banking Client Solutions Team
BMO
Toronto, ON · FCP
- Full-time
The above represents BMO Financial Group’s pay range and type.
Added 39 mins ago
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Senior Analyst
BMO
Toronto, ON · FCP
- Full-time
Consolidates, analyzes, and reports on the financial performance of the business / group to support the month-, quarter-, and year-end closing process, including financial reporting and…
Added 39 mins ago
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Portfolio Analyst
BMO
Ottawa, ON · Toronto, ON · FCP
- Full-time
Supports credit-granting decisions by making recommendations to manager
Added 39 mins ago
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Personal Banking Associate
BMO
Toronto, ON
- Full-time
The above represents BMO Financial Group’s pay range and type.
Added 39 mins ago
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Senior Compliance Officer, Capital Markets Regulatory Enquiries & Governance (12-months Contract)
BMO
Toronto, ON · FCP
- Full-time
…and aligned with BMO Compliance Program. Works with business/group and internal partners to ensure regulatory, corporate and fiduciary obligations are met. Advises business/group on…
Added 39 mins ago
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Personal Banking Associate
BMO
Toronto, ON
- Full-time
The above represents BMO Financial Group’s pay range and type.
Added 39 mins ago
B
Personal Banking Associate
BMO
Toronto, ON
- Full-time
The above represents BMO Financial Group’s pay range and type.
Added 39 mins ago
B
Customer Service Representative
BMO
Toronto, ON
- Part-time
The above represents BMO Financial Group’s pay range and type.
Added 39 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
Your time will be split between working within Prospr advisor team (reporting to an ADP Sales Manager) and gaining exposure to the role of a standalone advisor (working with the local Sun…
Added 39 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
Your time will be split between working within Prospr advisor team (reporting to an ADP Sales Manager) and gaining exposure to the role of a standalone advisor (working with the local Sun…
Added 40 mins ago
AG
Senior Manager SAP FICO Record-to-Report
Addmore Group
Toronto, ON
- Full-time
At minimum 6+ of experience working with SAP Finance modules (GL, AP, AR, AA, CO, Treasury, SAC-Planning) and/or Group reporting, as well as participation in full life cycle implementations…
Added 54 mins ago
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Investment Team Intern, Summer 2027 (Co-op/Internship) - 4 months
BMO
Toronto, ON · FCP
- Full-time
Currently enrolled in an undergraduate program, preferably in business, finance, economics, mathematics, data analytics, computer science, engineering, or a related field.
Added 54 mins ago
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Financial Analyst, Winter 2027 (Co-op/Internship) - 8 months
BMO
Toronto, ON · FCP
- Full-time
The above represents BMO Financial Group’s pay range and type.
Added 1 hour ago
Manager, Business Planning
Halton Region
Oakville, ON
The Manager, Business Planning is responsible for the strategic oversight, administration, and accountability of Children's Services funding, budgeting, financial planning, and business…

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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