Assistant Advisor, Securities

3 weeks ago


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 from clients and assumes various operational support responsibilities specific to the advisor or team's activities, including carrying out trades on behalf of clients according to the investment advisor(s) instructions.

As 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, exchange-traded funds and structured products. You help develop and maintain business relationships with members and clients. 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:
- Establish an advisory relationship by identifying current and potential needs and supporting client retention- Advise members and clients on specialized products, services and solutions and ensure member/client satisfaction. Analyze and meet special client needs, handle requests and follow up as needed- Collect, compile and analyze data. Prepare reports and recommendations- Stay on top of the latest standards, products and services in your field.

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 2 years of relevant experience- Please note that other combinations of qualifications and relevant experience may be considered- Knowledge of French is required

Drive results, Interpersonal Savvy

LI-Hybrid

Trade Union

Non Syndiqué

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

2024-04-23



  • 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, QC, 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...

  • Advisor - Securities

    1 month 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...


  • Brossard, Canada Desjardins Full time

    As a CISO senior governance 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...


  • Brossard, Canada Desjardins Full time

    As a CISO senior governance 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...


  • Brossard, Canada Desjardins Full time

    As a CISO senior governance 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...


  • Brossard, QC, 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 Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** RBC Dominion Securities is currently seeking a dynamic Business Development Assistant. You will be a people person who loves social interactions and building relationships. This is a great opportunity to gain experience in the wealth management industry with a top-performing team. This opportunity is a casual...

  • Associate Advisor

    1 month ago


    Brossard, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** RBC Dominion Securities is seeking an Associate Advisor to join a dynamic advisory team specialized in providing wealth management services to a sophisticated clientele. You will deepen client relationships by offering sound advice and support to clients and to the Investment Advisor. Identifying and assisting...


  • Brossard, QC, Canada Desjardins Full time

    As a CISO senior governance 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...


  • Brossard, Canada OpenText Full time

    OpenText OpenText offers cloud-native solutions in an integrated and flexible Information Management platform to enable intelligent, connected and secure organizations. View company page OPENTEXTOpenText is a global leader in information management, where innovation, creativity, and collaboration are the key components of our corporate culture. As a...


  • Brossard, Canada OpenText Full time

    OpenText OpenText offers cloud-native solutions in an integrated and flexible Information Management platform to enable intelligent, connected and secure organizations. View company page OPENTEXTOpenText is a global leader in information management, where innovation, creativity, and collaboration are the key components of our corporate culture. As a...


  • Brossard, Canada OpenText Full time

    OpenText OpenText offers cloud-native solutions in an integrated and flexible Information Management platform to enable intelligent, connected and secure organizations. View company page OPENTEXTOpenText is a global leader in information management, where innovation, creativity, and collaboration are the key components of our corporate culture. As a...


  • Brossard, Canada Long View Full time

    Long View. A career that helps you get more out of life. A Long View career helps you get more out of life. We don’t just say it, we prove it. Every day. We’re proud of our reputation as one of North America’s most dynamic IT providers — and we’re even prouder of our culture that allows our people to live life to its fullest. At Long View, we...


  • Brossard, Canada Long View Full time

    Long View. A career that helps you get more out of life. A Long View career helps you get more out of life. We don’t just say it, we prove it. Every day. We’re proud of our reputation as one of North America’s most dynamic IT providers — and we’re even prouder of our culture that allows our people to live life to its fullest. At Long View, we...


  • Brossard, Canada Long View Full time

    Long View. A career that helps you get more out of life. A Long View career helps you get more out of life. We don’t just say it, we prove it. Every day. We’re proud of our reputation as one of North America’s most dynamic IT providers — and we’re even prouder of our culture that allows our people to live life to its fullest. At Long View, we...


  • Brossard, QC, Canada Vanguard Full time

    Global Risk and Security (GR&S) at Vanguard enables business strategy, protects client and Vanguard interests (e.g., assets and data), and stewards a strong risk culture. Our teams leverage enterprise-wide insights, deep expertise, and trusted advice so that across Vanguard leaders and crew drive faster, stronger, risk-informed decisions. Within GR&S, the...


  • Brossard, Canada Scotiabank Full time

       Requisition ID: 198005Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role: Senior Small Business Advisor What you’ll be doing: Our Advisors are customer-centric and able to connect with people in a relatable way.  As an essential member of the Canadian Banking Branch network, the...