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Added 14 mins ago
Financial Planning Advisor
CIBC
London, ON
Full-time
We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the…
Added 14 mins ago
Advisor, Human Resources
Glencore
Elkford, BC
Full-time
Reporting to the Senior Advisor, Human Resources (HR), the Advisor, Human Resources is responsible for leading and assisting with a broad range of HR services. You will be a key figure…
Added 14 mins ago
Law Clerk
Employment Solutions - Sault College
Sudbury, ON
Full-time
…are available upon request for candidates taking part in the recruitment…
Added 15 mins ago
Senior Service Advisor - Guelph Hyundai
AutoCanada Inc.
Guelph, ON
$60,000 to $90,000 CAD / year
Full-time
We are looking for an experienced Service Advisor who is passionate about delivering an exceptional customer experience to join our growing team! We're looking for a friendly and…
Added 44 mins ago
Specialist, Operations Expenses
Definity
Toronto, ON
Full-time
Added 44 mins ago
Business Development Partner
Sun Life Québec
Blainville, QC
Full-time
Source candidates for the Sun Life advisor role through community contacts and other sources of referrals, centres of influence.
Added 44 mins ago
Business Development Partner
Sun Life Québec
Laval, QC
Full-time
Source candidates for the Sun Life advisor role through community contacts and other sources of referrals, centres of influence.
Added 44 mins ago
Associate Advisor
RBC Dominion Securities
Ottawa, ON
Full-time
As an Associate Advisor, you will work with the Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping…
Added 44 mins ago
Associate
RBC Dominion Securities
Ottawa, ON
Full-time
Ad hoc analysis on products and/or accounts as directed by the Advisor Team.
Added 44 mins ago
Associate Advisor
RBC Dominion Securities
Ottawa, ON
Full-time
As an Associate Advisor, you will work with the Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping…
Added 45 mins ago
Director, People Analytics
CBC/Radio-Canada
Toronto, ON · Ottawa, ON · Montreal, QC
Full-time
Executive Partnership: Act as the primary trusted advisor to business leaders and P&C executives, translating workforce trends, attrition models, and engagement data into high-impact…
Added 45 mins ago
Human Resources Advisor
Calgary Health Foundation
Calgary, AB
Full-time
As our Human Resources Advisor, you will advance HR programs and practices within the organization, playing a critical role in supporting the achievement of our business goals. Working…
Added 45 mins ago
Associate Financial Advisor
CIBC
BC
Full-time
…difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple,…
Added 59 mins ago
Client Advisor
Royal Bank of Canada
Conception Bay South, NL
Part-time
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Added 59 mins ago
Client Advisor
Royal Bank of Canada
Mission, BC
Full-time
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Added 59 mins ago
Client Advisor
Royal Bank of Canada
Saskatoon, SK
Part-time
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Added 59 mins ago
Area Manager
Dexterra
Vancouver, BC
$80,000 to $90,000 CAD / year
Full-time
Act as a strategic advisor, delivering value-added solutions and anticipating client needs.
Added 1 hour ago
Director, People Analytics
CBC/Radio-Canada
Ottawa, ON
Full-time
Executive Partnership: Act as the primary trusted advisor to business leaders and P&C executives, translating workforce trends, attrition models, and engagement data into high-impact…
Added 1 hour ago
Senior PSP Strategy Advisor
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Toronto, ON
Full-time
As Senior PSP Strategy Advisor, you will serve as the strategic architect and cross-functional integrator for Patient Support Program (PSP) strategy across Sanofi Canada's Specialty Care…
Added 1 hour ago
Tax Senior Manager - Private Company
RSM US LLP
Toronto, ON · Calgary, AB
Full-time
Added 1 hour ago
International Admissions Client Services Assistant
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Ottawa, ON
Other
Department: International Admissions & Recruitment
Added 1 hour ago
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Heather Finn, Advisor, Talent Acquisition – Physician Recruitment
Added 1 hour ago
North American Pursuit Specialist
RSM US LLP
Toronto, ON
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Added 1 hour ago
Business Advisor - District Opportunity - Alberta North area
Scotiabank
Red Deer, AB
Business Advisor – District Opportunity – Alberta North area
Added 1 hour ago
Associate Student Recruitment Advisor
University of British Columbia
Kelowna, BC · UBCO | University Centre (UNC)
$5,692.25 to $8,179.5 CAD / month
Full-time
The Associate Student Recruitment Advisor reports to the Associate Director, Student Recruitment & Advising. The position works closely in collaboration with: (a) Student Recruiter-Advisors…

Desjardins

Advisor, Securities

Montreal, QC, Canada
Val-d'Or, QC, Canada
Rouyn-Noranda, QC, Canada

Job type: Full-time
Apply by: Oct 8, 2026
Posting language: English
Posted: Sep 23, 2026

Apply About employer

Applications open in a new tab.

Original job description

As a securities advisor, 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 :

Establish an advisory relationship by identifying current and potential needs and supporting client retention
Advise members and clients on specialized products, services and solutions and ensure member/client satisfaction. Analyze and meet special client needs, handle requests and follow up as needed
Collect, compile and analyze data. Prepare reports and recommendations
Stay on top of the latest standards, products and services in your field.

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

General 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

2026-10-7

Apply About employer

More about this job

Responsibilities

Build and maintain advisory relationships with current and prospective clients, assess their needs, and recommend specialized securities products and personalized solutions. Sell and support investment products, handle client requests, analyze data, prepare reports and recommendations, and ensure client satisfaction.

Requirements

A general college diploma in a related field and at least two years of relevant experience are required, though equivalent combinations of qualifications and experience may be considered. Knowledge of French is required, along with customer focus, interpersonal savvy, action orientation, results drive, and nimble learning.

Skills

Securities Advisory
Sales
Discretionary Management
Mutual Funds
Exchange-Traded Funds
Structured Products
Client Needs Analysis
Personalized Solutions
Client Retention
Data Analysis
Report Preparation
Negotiation
Customer Focus
Interpersonal Savvy
Nimble Learning

Benefits

Annual Bonus
Flexible Vacation
Defined Benefit Pension Plan
Group Insurance
Telemedicine
Health And Wellness Expense Reimbursement
Telework Equipment Reimbursement

Visa sponsorship

Not detected in the job text

Keywords

Securities
Discretionary Management
Mutual Funds
Exchange-Traded Funds
Structured Products
Investment Products
Financial Services
Client Advisory
Client Retention
Sales
Prospecting
Client Needs Analysis
Personalized Solutions
Integrated Service Offers
Client Satisfaction
Data Collection
Data Analysis
Report Preparation
Recommendations
Negotiation
French
Equity, Diversity, Inclusion And Accessibility

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