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Added 14 mins ago
Bilingual Internal Wholesaler
Manulife
Montreal, QC · Quebec, QC
Full-time
Join a team recognized for innovation, excellence, and industry-leading service. We’re seeking an Internal Insurance Wholesaler to partner with top wholesaling professionals and drive…
Added 14 mins ago
Insurance Sales Associate, Burlington
Scotiabank
Burlington, ON
…tracked in our Agency Management System; following up with advisors on the status of leads and next steps; providing reporting and/or directing leaders and advisors towards reporting around…
Added 14 mins ago
Associate Insurance Service Advisor
Scotiabank
AB · Calgary, AB
The position is responsible for providing in-force policy support to licensed advisors, Branch Managers, and Insurance Consultants within the Montreal and Quebec City region.
Added 8 hours ago
Managed Account Program (MAP) Support Specialist
Aviso
Toronto, ON
$60,000 to $70,000 CAD / year
Full-time
…Aviso's Separately Managed Account (SMA) programs and other investment management…
Added 19 hours ago
Wealth Associate
National Bank of Canada
Quebec, QC
Full-time
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 1 day ago
Wealth Associate
National Bank of Canada
Halifax, NS
Full-time
Support investment advisors in providing superior customer service and be available to meet client requests
Added 1 day ago
Wealth Associate
National Bank of Canada
Brossard, QC
Full-time
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 22 days ago
Administrative Assistant to the Regional Vice President
IG Wealth Management
Quebec, QC
Full-time
…assets as of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie…
Added 16 days ago
Financial Services Operations Clerk
Archer
Quebec, QC
Full-time
…position provides essential support for the smooth running of insurance and investment operations. The incumbent ensures quality and consistency and plays a key role in customer…
Added 12 days ago
Senior Specialist, National Sales Enablement
IG Wealth Management
ON · Ontario, Canada
Full-time
Translate Investment Solutions initiatives into clear, practical messages and resources that support consistent delivery to advisors.
Added 20 days ago
Associate, Internal Sales, Intermediary Distribution, Global Asset Management
BMO
Montreal, QC · HO
Full-time
…Advisory intermediaries and within BMO Advisory channels. Puts investment advisors first and supports their wholesaler in driving sales results across their…
Added 10 days ago
Director Tier 1 Supervision
iA Financial Group
Toronto, ON · Montreal, QC
Full-time
…the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth…
Added 6 days ago
Investment Talent Program - Young Professionals, Students, or Interns
iA Financial Group
Vancouver, BC · Toronto, ON · Montreal, QC · Quebec, QC
$23.5 to $36.5 CAD / hour
Full-time
…the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth…
Added 3 days ago
Regional Director
iA Financial Group
Vancouver, BC · Toronto, ON · Montreal, QC
Full-time
Generate leads and recruit qualified Investment Advisors by clearly presenting the business opportunity, development pathway, and value proposition of iA Private Wealth Management; guide…
Added 6 days ago
Manager, Business Insights & Analytics
CI Financial
Toronto, ON
Full-time
Support analysis that enables advisors and business leaders to identify opportunities within existing client portfolios and books of business.
Added 7 days ago
Client Financial Services Agent
Desjardins
Trois-Rivières, 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 6 days ago
Advisor, Securities
Desjardins
Montreal, QC
Full-time
As an investment assistant, you play a hands-on role supporting the advisors by performing all the administrative and operational tasks involved in securities account management. You track…
Added 1 month ago
Director, Architect - Investment Management/Fund Services
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
Other
…assets as of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie…
Added 3 days ago
Estate Planning Advisor (Insurance)
TD
Montreal, QC
Full-time
As a Estate Planning Advisor (Insurance), you will partner with some of the firm's most affluent clients, providing expert insurance guidance as an integral component of their overall…
Added 6 days ago
Student, ISO Taxation Associate (Winter 2027)
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Waterloo King
Full-time
Let’s start by letting you know which area we are hiring for which is Individual Insurance Operations. We directly support Advisors and Clients with Life Insurance, Health Insurance,…
Added 7 days ago
Client Service Associate
BMO
Vancouver, BC · FBT
Full-time
Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of…
Added 3 months ago
District Sales Associate
Mackenzie Financial Corporation
Calgary, AB
Other
Discover and explore new business opportunities via proactive sales calls with existing investment advisors and strengthening internal and external client relationships.
Added 3 months ago
District Sales Associate
Mackenzie Financial Corporation
Vancouver, BC
Other
Discover and explore new business opportunities via proactive sales calls with existing investment advisors and strengthening internal and external client relationships.
Added 7 days ago
Wealth Planning Consultant, Private Wealth
BMO
Toronto, ON · FCP
Full-time
…client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focused wealth planning experience culminating in a documented wealth…
Added 6 days ago
Client Service Associate, Private Wealth
BMO
Oakville, ON · OAKPLACE
Full-time
The Client Service Associate supports one or more Investment Advisors (IAs) and IA Team and staff, and Private Wealth branch operations with day-to-day administration and provides…

Desjardins

Advisor, Securities

Montreal, QC, Canada

Job type: Full-time
Apply by: Sep 23, 2026
Posting language: English
Posted: Sep 15, 2026

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Original job description

As an investment assistant, you play a hands-on role supporting the advisors by performing all the administrative and operational tasks involved in securities account management. You track client account transactions on a daily basis and resolve various administrative situations. You have to be proactive and think ahead. You have the leadership required to handle daily requests and perform tasks as instructed, in accordance with our high quality standards. You are in close, regular contact with our clients, employees and partners to answer questions, take action and keep tabs on any changes in circumstances. Highly developed interpersonal skills are therefore essential. In your actions, you strive to meet the needs of members and clients while ensuring their full satisfaction, business growth, sound risk and compliance management, and adherence to current practices and policies, as well as leveraging your ability to achieve results. More specifically, you will be required to :

Prepare the necessary documentation for member and client meetings
Manage the advisors’ calendars and voicemail
Complete account openings, forms and securities transactions as directed by the advisor(s)
Handle certain queries, perform the necessary research and propose solutions tailored to member and client needs
Take part in producing reports and statistics and preparing related documents

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

* Benefits apply based on eligibility criteria.

What you bring to the table

College diploma in a related field
A minimum of one year of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Registration with CIRO
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

2026-09-22

Apply About employer

More about this job

Responsibilities

You will support advisors by managing administrative and operational tasks for securities accounts, including transaction tracking and documentation preparation. You will also maintain regular contact with clients to resolve queries and ensure high-quality service standards.

Requirements

Candidates must hold a college diploma in a related field and have at least one year of relevant experience. Registration with CIRO is required, along with strong interpersonal skills and a proactive approach.

Skills

Securities account management
Administrative support
Operational tasks
Client relations
Interpersonal skills
Action oriented
Customer focus
Drive results
Nimble learning
Data reporting
Research
Compliance management
Risk management
Documentation preparation

Benefits

Competitive salary
Annual bonus
4 weeks of flexible vacation
Defined benefit pension plan
Group insurance
Telemedicine
Reimbursement of health and wellness expenses

Visa sponsorship

Not detected in the job text

Keywords

Securities
Investment
Account management
CIRO
Administrative
Operational
Compliance
Risk management
Client service
Reporting
Statistics
Hybrid work
Financial services
Documentation

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