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Added 14 mins ago
Data Engineer, Investments
iA Financial Group (Industrial Alliance)
Quebec, QC
Full-time
Knowledge of investment and financial data (portfolios, transactions, market prices), a major asset
Added 14 mins ago
Reinsurance Technician
iA Financial Group (Industrial Alliance)
Quebec, QC
$47,544 to $68,329 CAD / year
Full-time
Has 1 to 3 years of experience in administration, financial services, insurance, or a related field
Added 14 mins ago
Bilingual Commercial Credit Advisor, Commercial Credit Adjudication - Agriculture- EN
RBC
Montreal, QC
Full-time
Knowledge of commercial financial services credit tools, including Newton & Synergie
Added 14 mins ago
Contract Solutions Counsel
Carta
Toronto, ON
Contract
Commercially minded and client-focused. You communicate legal advice crisply and concisely, building strong relationships with sophisticated financial services clients.
Added 14 mins ago
Lead, Performance, Accountability & Funding Allocation (Toronto - Central)
Ontario Health | Santé Ontario
Toronto, ON
Full-time
A premium defined benefit pension plan, ensuring long-term financial security
Added 14 mins ago
Accountant
MEGA ELECTRIC SUPPLY INC
Calgary, AB
Full-time
Role Description The Accountant at MEGA ELECTRIC SUPPLY INC will be responsible for managing day-to-day financial operations, including accounts payable and receivable, bank…
Added 15 mins ago
Project Management Office - Sr. Project Manager - P5
OSI Maritime Systems
Burnaby, BC
Liaise with the Project Accountant in order to understand and ensure that financial objectives of the Project are met
Added 28 mins ago
Finance Manager, Sales
General Mills
Mississauga, ON
Full-time
The Manager, Finance – Sales position at General Mills Canada Corporation is accountable for the financial management, oversight and partnership for a division of Customer Teams.
Added 29 mins ago
Technology Support Technician
Picton Mahoney Asset Management
Toronto, ON
Full-time
…Most Trusted Executive Teams 2024 - 2026 | Best Workplaces™ in Financial Services & Insurance 2020 - 2026 | Best Workplaces™ for Mental Wellness 2023 - 2026 | Best Workplaces™ for Giving…
Added 29 mins ago
Associate
RBC
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Full-time
…every level and equips us to help our clients achieve their financial…
Added 29 mins ago
Banking Advisor Intern
RBC
Lethbridge, AB
Full-time
Educates clients on features and benefits of products, leveraging tools and resources to demonstrate concepts and provide financial knowledge.
Added 43 mins ago
Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed) - Quebec City 1
IG Wealth Management
Quebec, QC
Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 43 mins ago
Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed) - Quebec City
IG Wealth Management
Quebec, QC
Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 43 mins ago
Bilingual Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed) - Montreal, Quebec
IG Wealth Management
Quebec, QC
Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 43 mins ago
Bilingual Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed) - Quebec
IG Wealth Management
Quebec, QC
Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 43 mins ago
Associate
RBC Dominion Securities
North Battleford, SK
Full-time
…every level and equips us to help our clients achieve their financial…
Added 43 mins ago
Storekeeper II
College of the North Atlantic
Seal Cove, NL
Full-time
The Storekeeper II is responsible for the efficient management and control of campus inventory, supplies, purchasing, financial transactions, and related administrative services, ensuring…
Added 43 mins ago
Associate Director, IT Risk Analyst
RBC
Toronto, ON
Full-time
A world-class training program in financial services.
Added 43 mins ago
Risk Modelling Services, Actuarial P&C Director (Bilingual FR/EN)
PwC Canada
Toronto, ON
Full-time
…management, mergers and acquisitions, company restructuring, financial modelling, new legislation, and the efficiency of claims or reporting processes. You will also have the opportunity to…
Added 43 mins ago
Technology Support Technician
PICTON Investments
Toronto, ON
Full-time
…Most Trusted Executive Teams 2024 - 2026 | Best Workplaces™ in Financial Services & Insurance 2020 - 2026 | Best Workplaces™ for Mental Wellness 2023 - 2026 | Best Workplaces™ for Giving…
Added 43 mins ago
Store Manager
The Salvation Army in Canada
Kitchener, ON
Full-time
Prepare financial and other requested reports to the National and Regional offices (sales reports, staffing costs, payroll data, etc.)
Added 44 mins ago
Senior Financial Advisor - St. Anthony, NFLD
Scotiabank
St. Anthony, NL
A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions
Added 44 mins ago
Senior Financial Analyst
Scotiabank
Toronto, ON
This role is responsible for leading monthly reporting, forecasting, annual planning, controls, business support and financial analysis for technology partners, ensuring that activities are…
Added 44 mins ago
Contact Centre Representative (Credit Counsellor, Client Account Management)
CIBC
Vancouver, BC
Full-time
…priorities, advise them on solutions, and provide a forward-looking financial plan. Use your knowledge of cash management, credit, investment and wealth protection to help clients meet…
Added 44 mins ago
Project Accountant
Bird Construction
Edmonton, AB
Full-time
Project AccountantReporting to the Controller, the Project Accountant will be responsible for accounts payable and receivables and supporting the accounting team.

Desjardins

Advisor, Securities

Montreal, QC, Canada

Job type: Full-time
Apply by: Oct 8, 2026
Posting language: English
Posted: Sep 22, 2026

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Original job description

The work mode arrangement for the position is full-time on site.

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 and telework equipment

* 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
Knowledge of French is required

Action oriented, Business insight, Communicates effectively, 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

2026-10-7

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. Additionally, you will maintain regular contact with clients to resolve queries and ensure high-quality service standards are met.

Requirements

The position requires a college diploma in a related field and at least one year of relevant experience. Candidates must also possess strong interpersonal skills and the ability to work effectively in an on-site environment.

Skills

Securities account management
Administrative support
Client relations
Transaction tracking
Problem solving
Interpersonal skills
Leadership
Documentation preparation
Calendar management
Data reporting
Risk management
Compliance management
Business insight
Customer focus
Communication
Action oriented

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

Securities
Investment assistant
Account management
Administrative tasks
Operational tasks
Client service
Compliance
Risk management
Reporting
Statistics
Documentation
Calendar management
Financial services
Desjardins
Equity
Diversity
Inclusion
Accessibility

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