Securities Advisor

Desjardins

Securities advisor developing and maintaining client relationships at Desjardins. Advising on securities products and ensuring customer satisfaction through tailored solutions.

Posted 6/30/2026full-timeVal d'Or • 🇨🇦 CanadaMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Help serve, prospect for, solicit, and develop and maintain business relationships with members and clients
Help sell securities products and services through various distribution channels
Analyze member/client needs and develop personalized solutions
Establish an advisory relationship and advise clients on the best solutions and strategies
Collect, compile and analyze data and prepare reports and recommendations
Oversee portfolios and monitor customer satisfaction

Requirements

What you’ll need

General college diploma in a related field
A minimum of three years of relevant experience
Knowledge of French is required
Action oriented
Customer Focus
Differences
Drive results
Interpersonal Savvy
Nimble learning

Benefits

Comp & perks

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

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Action OrientedCustomer FocusInterpersonal SavvyNimble LearningDrive Results

Certifications

General College Diploma