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Added 28 mins ago
Director, Compliance (Supervision and Monitoring)
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
Full-time
…monitoring and supervision program covering both mutual fund and securities businesses. Reporting into the CCO and AVP, RAS Compliance, this role strengthens trade supervision, advances…
Added 42 mins ago
Accountant, Assurance and Accounting (Northeastern Ontario)
ACCA Careers
Sudbury, ON · Greater Sudbury, ON
Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 43 mins ago
Model Validation Quantitative Advisor
Societe Generale
Montreal, QC
Full-time
As a Quantitative Advisor, the job of model validation involves independently assessing and verifying the accuracy, robustness, and regulatory compliance of models. This involves ensuring…
Added 56 mins ago
Sourcing Manager- Human Resources Category Lead
Societe Generale
Montreal, QC
Full-time
Act as a trusted advisor to senior HR, Finance, and business leadership across the U.S. and Canada
Added 57 mins ago
Quantitative Advisor-Model Risk Management
Societe Generale
Montreal, QC
Full-time
Due to US Federal Securities law applying to this position, candidates who will apply for this position will be required to submit to an enhanced background screening, including the…
Added 1 hour ago
Advisor, Securities
Desjardins
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Full-time
…business relationships with members and clients. You help sell securities products and services through…
Added 2 hours ago
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AB · Edmonton, AB
Full-time
by supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs
Added 2 hours ago
Financial Advisor
RBC
Kawartha Lakes, ON
Full-time
Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
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Scotiabank
Edmonton, AB
by supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs
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…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 6 hours ago
Advisor, Securities
Emplo Inc.
Gatineau, QC
Full-time
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…
Added 16 hours ago
AVP, Strategic Programs, Innovation, Insights and Regulatory Operations
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Full-time
…The role balances regulatory defensibility, operational risk, advisor and client experience, efficiency, capacity and responsible use of digital, automation, analytics, AI and emerging…
Added 17 hours ago
Associate
Royal Bank of Canada
Vancouver, BC
Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 17 hours ago
Service Associate
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Cambridge, ON
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Responsible for execution and completion of all action items outlined in the advisor client meeting notes
Added 18 hours ago
Associate
RBC Dominion Securities
Vancouver, BC
Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 20 hours ago
Director of Operations
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Montreal, QC
Lead the Advisor Services team, which supports advisors and their teams with operational and client account-related requests.
Added 20 hours ago
Sales Associate
iA Financial Group (Industrial Alliance)
Toronto, ON
Full-time
Develop and share ideas, strategies, and sales concepts that support advisor growth and business development.
Added 21 hours ago
Wealth Associate
National Bank of Canada
Laval, QC
Full-time
Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)
Added 21 hours ago
AVP, Strategic Programs, Innovation, Insights and Regulatory Operations
Sun Life
Toronto, ON · Waterloo, ON · Montreal, QC · Sun Life Toronto One York
Full-time
…The role balances regulatory defensibility, operational risk, advisor and client experience, efficiency, capacity and responsible use of digital, automation, analytics, AI and emerging…
Added 22 hours ago
Business Development Partner
Sun Life Québec
Pointe-Claire, QC
Full-time
Source candidates for the Sun Life advisor role through community contacts and other sources of referrals, centres of influence.
Added 22 hours ago
Business Development Partner
Sun Life Québec
Montreal, QC
Full-time
Source candidates for the Sun Life advisor role through community contacts and other sources of referrals, centres of influence.
Added 1 day ago
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Serve as advisor, coach, and mentor to mid-level and junior developers and QA engineers, fostering continuous learning and engineering excellence.
Added 1 day ago
Business Development Partner
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Source candidates for the Sun Life advisor role through community contacts and other sources of referrals, centres of influence.
Added 1 day ago
Applications Development Senior Analyst, AVP
Citi
Mississauga, ON
Full-time
…consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth…
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…consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth…

Emplo Inc.

Advisor, Securities

Gatineau, QC, Canada

Job type: Full-time
Apply by: Oct 31, 2026
Posting language: English
Posted: Oct 1, 2026

Apply About employer

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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

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

Strong communication skills in both French and English, both oral and written due to the nature of the duties or work tools or because the position involves interactions with english-speaking partners, members and/or clients

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

2026-10-11

Apply About employer

More about this job

Responsibilities

Build and maintain advisory relationships with members and clients by identifying their needs, recommending specialized securities products and services, and supporting client retention and satisfaction. Analyze client information, respond to special requests, prepare reports and recommendations, and represent the organization in client discussions and negotiations.

Requirements

A college diploma in a related field and at least two years of relevant experience are required, although other combinations of qualifications and experience may be considered. Strong written and spoken French and English communication skills are required.

Skills

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

Benefits

Competitive Salary
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
Member and Client Service
Prospecting
Client Retention
Securities Sales
Specialized Products and Services
Client Needs Analysis
Personalized Solutions
Integrated Service Offers
Client Satisfaction
Service Quality
Data Collection
Data Analysis
Report Preparation
Recommendations
Negotiation
French
English
Action Oriented
Customer Focus
Drive Results
Interpersonal Savvy
Nimble Learning

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