Advisor, Securities

3 weeks ago


Brossard, Canada Desjardins Full time

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 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- What you bring to the table-
- College diploma in a related field-
- A minimum of one year of relevant experience-
- Please note that other combinations of qualifications and relevant experience may be considered-
- Knowledge of French is requiredDrive results, Interpersonal Savvy

LI-Hybrid

Trade Union

Non-unionized

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.

Job Family

Member/client sales and service (FG)

Unposting Date

2024-07-2


  • Advisor, Securities

    2 weeks ago


    Brossard, Canada Desjardins Full time

    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...


  • Brossard, Canada Desjardins Full time

    The incumbent supports an investment advisor or team of investment advisors while providing professional and efficient customer service and ensuring the sound administrative management of client accounts, in accordance with the firm's policies and procedures and the regulatory standards of the securities industry. This person handles information requests...


  • Brossard, Canada Desjardins Full time

    As an IT security advisor, you help protect IT hardware, software and data against modification, destruction, and accidental or unauthorized disclosure. You also assist in authentication and access control by designing, administering and controlling proven security systems. You analyze IT system vulnerabilities and implement protective measures to back up,...


  • Brossard, Canada Desjardins Full time

    As an IT security advisor, you help protect IT hardware, software and data against modification, destruction, and accidental or unauthorized disclosure. You also assist in authentication and access control by designing, administering and controlling proven security systems. You analyze IT system vulnerabilities and implement protective measures to back up,...


  • Brossard, Quebec, Canada Desjardins Full time

    The incumbent supports an investment advisor or team of investment advisors while providing professional and efficient customer service and ensuring the sound administrative management of client accounts, in accordance with the firm's policies and procedures and the regulatory standards of the securities industry. This person handles information requests...


  • Brossard, Quebec, Canada Prime Healthcare Full time

    Senior Cyber Security Advisor - SOC Incident Response Prime Healthcare Prime Healthcare is the fifth largest for-profit health system in the United States operating 44 hospitals in 14 states, more than 300 outpatient locations, and nearly 45,000 employees and affiliated physicians dedicated to pro


  • Brossard, Canada Teck Resources Full time

    Teck Resources Teck is Canada's largest diversified mining company and is committed to responsible development. It has major business units focused on copper, metallurgical coal, zinc, gold and energy. Shares are listed on the TSX under the symbols TECK.A and... View company page As Canada’s largest diversified mining company, Teck is committed to...


  • Brossard, Canada Teck Resources Full time

    Teck Resources Teck is Canada's largest diversified mining company and is committed to responsible development. It has major business units focused on copper, metallurgical coal, zinc, gold and energy. Shares are listed on the TSX under the symbols TECK.A and... View company page As Canada’s largest diversified mining company, Teck is committed to...


  • Brossard, Canada Teck Resources Full time

    Teck Resources Teck is Canada's largest diversified mining company and is committed to responsible development. It has major business units focused on copper, metallurgical coal, zinc, gold and energy. Shares are listed on the TSX under the symbols TECK.A and... View company page As Canada’s largest diversified mining company, Teck is committed to...


  • Brossard, Quebec, Canada Teck Resources Full time

    Teck Resources Teck is Canada's largest diversified mining company and is committed to responsible development. It has major business units focused on copper, metallurgical coal, zinc, gold and energy. Shares are listed on the TSX under the symbols TECK.A and... View company page As Canada's largest diversified mining company, Teck is committed to...


  • Brossard, Quebec, Canada Prime Healthcare Full time

    Senior Cyber Security Advisor - SOC Incident Response Prime Healthcare Prime Healthcare is the fifth largest for-profit health system in the United States operating 44 hospitals in 14 states, more than 300 outpatient locations, and nearly 45,000 employees and affiliated physicians dedicated to providing the... View company page Prime Healthcare is an...


  • Brossard, Quebec, Canada Prime Healthcare Full time

    Senior Cyber Security Advisor - SOC Incident Response Prime HealthcarePrime Healthcare is a significant health system with operations across multiple states in the US, boasting an extensive network of hospitals, outpatient facilities, and a large workforce dedicated to providing top-notch healthcare services.ResponsibilitiesLead and coordinate Computer...


  • Brossard, Canada Scotiabank Full time

    Senior Manager, Information Security Advisor (Cloud)Requisition ID: 200042Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The Senior Manager, Information Security Advisor (Cloud) provides guidance to business lines to ensure design, development and implementation of complex cloud projects and initiatives...


  • Brossard, Canada Scotiabank Full time

    Senior Manager, Information Security Advisor (Cloud)Requisition ID: 200042Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The Senior Manager, Information Security Advisor (Cloud) provides guidance to business lines to ensure design, development and implementation of complex cloud projects and initiatives...


  • Brossard, Canada Scotiabank Full time

    Senior Manager, Information Security Advisor (Cloud)Requisition ID: 200042Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The Senior Manager, Information Security Advisor (Cloud) provides guidance to business lines to ensure design, development and implementation of complex cloud projects and initiatives...


  • Brossard, Canada Scotiabank Full time

    Senior Information Security Advisor (Cloud)Requisition ID: 200402Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The Senior Information Security Advisor (Cloud) provides guidance to business lines to ensure design, development and implementation of complex cloud projects and initiatives are in accordance...


  • Brossard, Canada Prime Healthcare Full time

    Senior Cyber Security Advisor - SOC Incident Response Prime Healthcare Prime Healthcare is the fifth largest for-profit health system in the United States operating 44 hospitals in 14 states, more than 300 outpatient locations, and nearly 45,000 employees and affiliated physicians dedicated to pro


  • Brossard, Canada Prime Healthcare Full time

    Senior Cyber Security Advisor - SOC Incident Response Prime Healthcare Prime Healthcare is the fifth largest for-profit health system in the United States operating 44 hospitals in 14 states, more than 300 outpatient locations, and nearly 45,000 employees and affiliated physicians dedicated to pro


  • Brossard, Canada Prime Healthcare Full time

    Senior Cyber Security Advisor - SOC Incident Response Prime Healthcare Prime Healthcare is the fifth largest for-profit health system in the United States operating 44 hospitals in 14 states, more than 300 outpatient locations, and nearly 45,000 employees and affiliated physicians dedicated to providing the... View company page Prime Healthcare is an...

  • Advisor - Securities

    2 weeks ago


    Brossard, Canada Desjardins Full time

    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...