Securities Advisor

Desjardins

Investment Assistant developing and maintaining business relationships with clients while selling securities products. Supporting client needs through personalized solutions and administrative assistance.

Posted 7/18/2026full-timeBrossard • 🇨🇦 CanadaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in developing and maintaining business relationships, analyzing client needs, and providing personalized solutions. Proficient in managing compliance and operational tasks while ensuring high levels of customer satisfaction.

Highest-signal resume keywords

Business Relationship DevelopmentClient Needs AnalysisSecurities Products SalesCompliance ManagementBilingual in French

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Discretionary ManagementMutual FundsExchange-Traded FundsStructured ProductsBudget Monitoring

Soft Skills

Customer FocusInterpersonal SavvyAction OrientedDrive ResultsNimble Learning

Certifications & Qualifications

General College Diploma

Industry Keywords

Client SatisfactionOperational Problem-SolvingAdministrative AssistanceNegotiationLogistics Management

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.
Focus on discretionary management, mutual funds, exchange-traded funds, and structured products.
Drive results to handle special information requests from clients and promote and sell specialized products and services.
Ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures.
Analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers.
Support current and potential members and clients, represent the organization, and help negotiate agreements with clients.
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.
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.

Requirements

What you’ll need

General college diploma in a related field
A minimum of two 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