Securities Advisor

Desjardins

Securities advisor developing client relationships and providing tailored investment solutions for clients. Focus on selling securities products and maintaining strong business relationships in a hybrid work environment.

Posted 7/1/2026full-timeSaint-Hyacinthe • 🇨🇦 CanadaMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Help serve, prospect for, solicit, and develop and maintain business relationships with members and clients
Sell securities products and services through various distribution channels based on member/client needs and current strategies and practices
Actively help develop and maintain business relationships with clients
Drive results by reviewing complex information requests and promoting and selling products and services based on your unit’s business objectives and strategies
Analyze member/client needs, help develop and implement personalized solutions, and propose integrated service offers

Requirements

What you’ll need

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 OrientedInterpersonal SavvyNimble LearningDrive Results

Certifications

College Diploma in Related Field