Advisor, Securities
3 weeks ago
As an investment assistant, you play a hands‑on role supporting the advisors by performing all the administrative and operational tasks involved in securities account management. You track client account transactions on a daily basis and resolve various administrative situations. You have to be proactive and think ahead. You have the leadership required to handle daily requests and perform tasks as instructed, in accordance with our high quality standards. You are in close, regular contact with our clients, employees and partners to answer questions, take action and keep tabs on any changes in circumstances. Highly developed interpersonal skills are therefore essential. In your actions, you strive to meet the needs of members and clients while ensuring their full satisfaction, business growth, sound risk and compliance management, and adherence to current practices and policies, as well as leveraging your ability to achieve results. More specifically, you will be required to : Prepare the necessary documentation for member and client meetings. Manage the advisors’ calendars and voicemail. Complete account openings, forms and securities transactions as directed by the advisor(s). Handle certain queries, perform the necessary research and propose solutions tailored to member and client needs. Take part in producing reports and statistics and preparing related documents. 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. What you bring to the table General 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 Knowledge of French is required Customer Focus, Drive results, Interpersonal Savvy #LI-Hybrid 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 Job Family Member/client sales and service (FG) #J-18808-Ljbffr
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Advisor, Securities
6 days ago
Saint-Hyacinthe, Canada Desjardins Full timeAs an investment assistant, you play a hands-on role supporting the advisors by performing all the administrative and operational tasks involved in securities account management. You track client account transactions on a daily basis and resolve various administrative situations. You have to be proactive and think ahead. You have the leadership required to...
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Specialist Security Advisor – Cloud Security
2 weeks ago
Saint-Hyacinthe, Canada Intact Full timeSpecialist Security Advisor – Cloud Security Join to apply for the Specialist Security Advisor – Cloud Security role at Intact Be among the first 25 applicants. Our employees are at the heart of everything we do. Together, we help people, businesses, and society prosper in good times and be resilient in bad times. We promise to provide support,...
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Specialist Security Advisor – Cloud Security
2 weeks ago
Saint-Hyacinthe, Canada Intact Full timeSpecialist Security Advisor – Cloud Security Join to apply for the Specialist Security Advisor – Cloud Security role at Intact Be among the first 25 applicants. Our employees are at the heart of everything we do. Together, we help people, businesses, and society prosper in good times and be resilient in bad times. We promise to provide support,...
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Advisor, Securities
2 days ago
Saint-Hyacinthe, Quebec, Canada Desjardins Full time $60,000 - $120,000 per yearAs an investment assistant, you play a hands-on role supporting the advisors by performing all the administrative and operational tasks involved in securities account management. You track client account transactions on a daily basis and resolve various administrative situations. You have to be proactive and think ahead. You have the leadership required to...
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Advisor, Securities
1 week ago
Saint-Hyacinthe, Quebec, Canada Desjardins Full time $60,000 - $120,000 per yearAs a securities advisor, 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,...
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Security Advisor Specialist, Offensive Security
2 weeks ago
Saint-Hyacinthe, Canada Intact Full timeSecurity Advisor Specialist, Offensive Security (Global Red Team) Overview The Security Specialist, Offensive Security is responsible for testing security controls, the network, and threat response for Intact Financial globally. You will work as a specialist employing offensive security techniques, tactics and protocols as part of a global team. This role...
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Security Advisor Specialist, Offensive Security
3 weeks ago
Saint-Hyacinthe, Canada Intact Full timeSecurity Advisor Specialist, Offensive Security (Global Red Team) Overview The Security Specialist, Offensive Security is responsible for testing security controls, the network, and threat response for Intact Financial globally. You will work as a specialist employing offensive security techniques, tactics and protocols as part of a global team. This role...
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Senior Security Advisor
4 weeks ago
Saint-Hyacinthe, Canada Intact Full timeJoin to apply for the Senior Security Advisor - Cyber Defense role at Intact About The Role Are you passionate about cybersecurity and eager to make a significant impact in a new and dynamic environment? Join Partner Solutions (PSI) team as a Senior Security Advisor – Cyber Defense. In this role, you'll be at the operational forefront of our security...
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Senior Security Advisor
3 weeks ago
Saint-Hyacinthe, Canada Intact Full timeJoin to apply for the Senior Security Advisor - Cyber Defense role at Intact About The Role Are you passionate about cybersecurity and eager to make a significant impact in a new and dynamic environment? Join Partner Solutions (PSI) team as a Senior Security Advisor – Cyber Defense . In this role, you'll be at the operational forefront of our security...
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Senior Security Advisor
4 weeks ago
Saint-Hyacinthe, Canada Intact Full timeJoin to apply for the Senior Security Advisor - Cyber Defense role at Intact About The Role Are you passionate about cybersecurity and eager to make a significant impact in a new and dynamic environment? Join Partner Solutions (PSI) team as a Senior Security Advisor – Cyber Defense. In this role, you'll be at the operational forefront of our security...
