Advisor, Securities

Temporary 12-month position. 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 Hold the title of Investment Representative with CIRO 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 2026-09-10

The advisor will help manage client relationships, sell securities products, and provide administrative support to branch management. They are also responsible for supervising operational tasks, ensuring compliance, and assisting with the recruitment of administrative staff.

Candidates must hold a college diploma in a related field and have at least two years of relevant experience. Additionally, the role requires the Investment Representative title from CIRO and proficiency in French.

• Competitive salary • Annual bonus • 4 weeks of flexible vacation • Defined benefit pension plan • Group insurance • Telemedicine • Reimbursement of health and wellness expenses • Telework equipment

• Service à la clientèleSouhaitée
• RecruitmentSouhaitée
• Operational Problem SolvingSouhaitée
• ComplianceSouhaitée
• VenteSouhaitée
• LogistiqueSouhaitée
• Analyse financièreSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Investment advisory
• Business relationship management
• Sales
• Compliance
• Budget monitoring
• Administrative staff management
• Operational problem-solving
• Client service
• Financial analysis
• Interpersonal savvy
• Recruitment
• Logistics
• Mutual funds
• Exchange-traded funds
• Structured products
• Discretionary management
• 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

• Finance & Accounting
• Sales
• Customer Service & Support
• Administrative
• Management & Leadership
• Security Advisor
• Investment Fund Manager
• Financial and Investment Advisers
• Investment Fund Managers
• Financial Managers

Formation minimale

Diplôme professionnel

Expérience minimale

2+ ans

Postuler avant le

11 sept. 2026

Langue de l’offre

anglais

Heures de travail

40 heures par semaine