Advisor, Securities
6 days 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 daily and resolve various administrative situations. You must be proactive, think ahead, and demonstrate leadership to handle daily requests and perform tasks as instructed, adhering to high quality standards. You will maintain close, regular contact with clients, employees, and partners to answer questions, take action, and monitor changes in circumstances. Highly developed interpersonal skills are essential. Your goal is to meet the needs of members and clients, ensuring their full satisfaction, supporting business growth, managing risks and compliance, and adhering to current practices and policies, while leveraging your ability to achieve results.Specifically, your responsibilities will include:Preparing documentation for member and client meetings.Managing advisors’ calendars and voicemail.Completing account openings, forms, and securities transactions as directed by advisors.Handling queries, conducting research, and proposing tailored solutions to meet member and client needs.Producing reports, statistics, and preparing related documents.What we offer*Competitive salary and annual bonus4 weeks of flexible vacation starting in the first yearDefined benefit pension plan providing predictable, stable income throughout retirementGroup insurance including telemedicineReimbursement of health and wellness expenses and telework equipment*Benefits apply based on eligibility criteria.What you bring to the tableGeneral college diploma in a related fieldA minimum of two years of relevant experienceOther combinations of qualifications and experience may be consideredKnowledge of French is requiredCustomer Focus, Drive Results, Interpersonal Savvy#LI-HybridAt Desjardins, we believe in equity, diversity, and inclusion. We're committed to welcoming, respecting, and valuing individuals for who they are, learning from differences, embracing uniqueness, and providing a positive workplace for all. We have zero tolerance for discrimination. We aim for our teams to reflect the diversity of the members, clients, and communities we serve.If we can assist in making the recruitment process or the job more accessible, please let us know. We can provide accommodations at any stage of the process. Just askJob FamilyMember/client sales and service (FG) #J-18808-Ljbffr
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Advisor, Securities
6 days ago
Brossard, Canada Desjardins Group Full time* 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...
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Advisor, Securities
5 days ago
Brossard, Canada Desjardins Group Full time* 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...
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Advisor, Securities
2 weeks ago
Brossard, 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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Advisor, Securities
2 weeks ago
Brossard, Canada Desjardins Full timeAs 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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Associate- EN
6 days ago
Brossard, Canada RBC Dominion Securities Full timeWhat is the opportunity? RBC Dominion Securities is currently seeking an Associate to join a well-established advisory team. By joining the team, you will participate in growing the business by providing exceptional and efficient service and by taking care of administrative duties related to client accounts and by responding to client inquiries. What will...
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Wealth Management Associate: Client Services
6 days ago
Brossard, Canada RBC Dominion Securities Full timeA prominent financial institution in Canada is seeking an Associate for its advisory team in Brossard. This position involves providing exceptional client service, assisting Investment Advisors with account management, and performing various administrative duties. Bilingualism in English and French, along with experience in the securities industry, is...
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Conseiller en Sécurité Financière
5 days ago
Brossard, Canada iA Groupe financier iA Financial Group Full time**Description du poste** **Conseiller(ère) en sécurité financière -** **Durée**: Permanent / Temps plein **Zone géographique**: Montréal - Rive-Sud (Brossard, QC) **Secteur d'emploi**: Finance, assurances et placements **Rémunération**: 60 000$ de commissions en moyenne la première année, possibilité de gains entre 50 000$ et 100 000$ par an en...
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SUN LIFE FINANCIAL ADVISOR
6 days ago
Brossard, Canada Sun Life Financial Full timeSUN LIFE FINANCIAL ADVISOR page is loaded## SUN LIFE FINANCIAL ADVISORlocations: Brossard, Quebectime type: Full timeposted on: Posted Todayjob requisition id: JR00034449You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues -...
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SUN LIFE FINANCIAL ADVISOR
6 days ago
Brossard, Canada Sun Life Financial Full timeSUN LIFE FINANCIAL ADVISOR page is loaded## SUN LIFE FINANCIAL ADVISORlocations: Brossard, Quebectime type: Full timeposted on: Posted Todayjob requisition id: JR00034449You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues -...
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Investment Assistant: Client
6 days ago
Brossard, Canada Desjardins Group Full timeA leading cooperative financial group in Canada is seeking an Investment Assistant to support advisors by managing administrative and operational tasks involved in securities account management. The role demands strong interpersonal skills as you will interact closely with clients to ensure satisfaction and compliance. Candidates must possess a general...
