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Desjardins

Securities Advisor

Desjardins

Investment Assistant developing and maintaining business relationships with clients at Desjardins. Selling securities products and ensuring client satisfaction in accordance with organizational standards.

Posted 7/25/2026full-timeGatineau • 🇨🇦 CanadaJuniorMid-LevelWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in developing and maintaining business relationships while providing personalized financial solutions. Proficient in selling securities products and ensuring client satisfaction through effective communication and service quality.

Highest-signal resume keywords
Securities Products SalesClient Relationship ManagementFrench Language ProficiencyCustomer FocusInterpersonal Savvy

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills
Discretionary ManagementMutual FundsExchange-Traded FundsStructured ProductsNeeds AnalysisSolution Development
Soft Skills
Action OrientedDrive ResultsNimble Learning

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 areas include discretionary management, mutual funds, exchange-traded funds and structured products.
  • Analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers.
  • Ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures.

Requirements

What you’ll need
  • 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