Advisor, Securities

Job summary

The advisor helps prospect, develop, and maintain business relationships while selling securities products and services to meet client needs. They also provide administrative support to branch management, oversee operational tasks, and assist in the recruitment of administrative staff.

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 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 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 2026-09-22

What you’ll do

The advisor helps prospect, develop, and maintain business relationships while selling securities products and services to meet client needs. They also provide administrative support to branch management, oversee operational tasks, and assist in the recruitment of administrative staff.

Requirements

Candidates must possess a general college diploma in a related field and at least two years of relevant experience. Strong communication skills in both English and French are required due to the nature of the duties and interactions with diverse clients.

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
• Administrative Support · Preferred
• Compliance · Preferred
• Sales · Preferred
• Team Supervision · Preferred
• Communication · 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
• Administrative support
• Operational problem-solving
• Client relationship management
• Interpersonal savvy
• Communication
• Team supervision
• Recruitment
• Logistics management
• Action Oriented
• Administrative Support
• Support Services
• Experimental Learning
• Sales Prospecting
• Business Objectives
• Bilingual (French/English)
• Management
• Investments
• Customer Service
• English Language
• Equities
• Problem Solving
• Structured Product
• Telehealth
• Securities (Finance)
• Coordinating

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support
• Administrative
• Management & Leadership
• Security Advisor
• Personal Financial Advisor (General)
• Financial and Investment Advisers
• Personal Financial Advisors