Advisor, Securities
21 hours ago
As an investment assistant, 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, exchange‑traded funds, and structured products. You drive results to handle special information requests from clients and promote and sell specialized products and services in accordance with your unit’s business objectives and strategies. You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. You help analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers. You support current and potential members and clients, represent the organization, and help negotiate agreements with clients. Interpersonal savvy is therefore essential. More specifically, you will be required to: 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 a resource person for all employees regarding policies, procedures, methods, and operational and interpersonal problem‑solving. Work with support services to resolve everyday operational issues in the branch or branches. 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. Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning 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. #LI-Hybrid What you bring to the table 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 Trade Union (If applicable) 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) Unposting Date 2026-01-9 #J-18808-Ljbffr
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Financial Advisor
6 days ago
Kirkland Lake, Canada Royal Bank of Canada Full time-- - **What is the opportunity?** As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life...
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Client Advisor
22 hours ago
Kirkland, Canada RBC Full timeMobility Requirement Success requires mobility across listed branch locations. Travel or work from any RBC location listed in the “Job Available at Other Locations” section is a condition of employment. Opportunity As an RBC Ambassador inside our branches, you will put clients first and find solutions. You will champion the RBC brand and drive business...
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Banking Advisor- EN
21 hours ago
Kirkland, Canada RBC Full timeApply for the Banking Advisor–EN role at RBC. RBC is committed to providing exceptional client service and achieving its business objectives. Success in this role requires the ability and willingness to travel or work from any RBC location listed in this posting. What is the opportunity? This unique position calls on your client‑focused sales expertise...
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Client Advisor
2 weeks ago
Kirkland, Canada Royal Bank of Canada> Full timeJob DescriptionMobility Requirement: Please note that successful candidates will be required to offer and maintain mobility between the branch locations listed in the "Job Available at Other Locations" section of this job posting. As part of RBC's commitment to providing exceptional client service and achieving its business objectives, the ability and...
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Client Advisor- EN
21 hours ago
Kirkland, Canada RBC Full timeMobility Requirement Please note that successful candidates will be required to offer and maintain mobility between the branch locations listed in the "Job Available at Other Locations" section of this job posting. As part of RBC's commitment to providing exceptional client service and achieving its business objectives, the ability and willingness to travel...
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Wealth Associate
2 days ago
Kirkland, Canada National Bank of Canada Full timeA career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. **Your job**: - Support investment advisors in...
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Wealth Associate
22 hours ago
Kirkland, Canada National Bank of Canada Full timeJoin to apply for the Wealth Associate role at National Bank of Canada 1 day ago Be among the first 25 applicants A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that...
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Administrative Assistant
1 week ago
Kirkland, Canada Assurance et Produits Financiers Vani inc. Full timeAre you organized, detail-oriented, and looking to grow within a professional team in the financial sector? We’re looking for a bilingual Administrative Assistant (French & English) to join our dynamic office! Key Responsibilities: - Prepare client documents for meetings - Manage the daily administration of client files - Coordinate and help organize...
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Banking Advisor
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Kirkland Lake, Canada Royal Bank of Canada Full time-- - **What is the opportunity?** This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate...
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Banking Centre Leader
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Kirkland, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
