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Added 7 mins ago
Manager, Maintenance - Housing
Bethany Care Society
Calgary, AB
Full-time
…collaboratively with Housing Site Managers and corporate departments, the Manager, Maintenance (Housing) is accountable for the leadership, coordination, reliability, and performance of…
Added 7 mins ago
Internal Audit Manager, VP Finance
University of Calgary
Calgary, AB
Full-time
Reporting to the Senior Director, Internal Audit, the Operational Audit Manager plays a key role in developing and delivering the University's operational audit program. This position is…
Added 7 mins ago
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Calgary, AB
Full-time
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Added 22 mins ago
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Desjardins

Advisor, Securities

Levis, QC, Canada

Job type: Full-time
Apply by: Oct 3, 2026
Posting language: English
Posted: Sep 23, 2026

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Applications open in a new tab.

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
CIRO’s registration as Registered Representative
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

2026-10-2

Apply About employer

More about this job

Responsibilities

The advisor 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 hold a college diploma in a related field and have at least two years of relevant experience. Additionally, registration as a Registered Representative with CIRO is required.

Skills

Investment advisory
Business development
Securities sales
Discretionary management
Mutual funds
Exchange-traded funds
Structured products
Compliance
Budget monitoring
Operational problem-solving
Interpersonal savvy
Recruitment
Logistics

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
CIRO
Registered Representative
Mutual Funds
ETFs
Structured Products
Compliance
Budgeting
Staff Management
Client Relations
Business Development
Financial Services
Operations
Recruitment
Logistics
Telemedicine
Pension Plan
Hybrid Work

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