Advisor, Securities

Job summary

The advisor will help develop and maintain business relationships while selling securities products and services to meet client needs. They are also responsible for providing administrative support, supervising staff, and ensuring operational compliance within the branch.

Job details

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. #LI-Hybrid 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 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 2026-09-28

What you’ll do

The advisor will help develop and maintain business relationships while selling securities products and services to meet client needs. They are also responsible for providing administrative support, supervising staff, and ensuring operational compliance within the branch.

Requirements

Candidates must hold a college diploma in a related field and possess at least two years of relevant experience. Proficiency in French is required, along with strong interpersonal and organizational skills.

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

Listed skills

• Recruitment · Preferred
• Operational Problem Solving · Preferred
• Compliance · Preferred
• Sales · Preferred
• Client Relationship Management · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Investment advisory
• Business development
• Sales
• Compliance
• Budget monitoring
• Staff supervision
• Operational problem-solving
• Client relationship management
• Discretionary management
• Mutual funds
• Exchange-traded funds
• Structured products
• Interpersonal savvy
• Customer focus
• Action oriented
• Recruitment
• Action Oriented
• Administrative Support
• Support Services
• Experimental Learning
• Sales Prospecting
• Business Objectives
• Management
• Investments
• Customer Service
• Equities
• French Language
• Problem Solving
• Structured Product
• Telehealth
• Securities (Finance)
• Coordinating

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support
• Administrative
• Management & Leadership
• Security Advisor
• Client Relationship Manager
• Commercial Sales Representatives
• Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products