Advisor, Securities

2 weeks ago

Québec, Quebec, Canada Desjardins Full time

Temporary position for 7 months.

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 develop and maintain business relationships with important clients. You drive results by promoting and selling products and services in accordance with your unit's business objectives and strategies. You balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction. You work with clients with complex and diverse needs and significant development potential for your sector. You analyze member/client needs, develop and implement personalized solutions, and present integrated service offers. Your complex work and initiatives require extensive knowledge of your line of business. You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into important agreements with clients. You also have many opportunities to establish and negotiate product and service terms. Interpersonal savvy is therefore essential. More specifically, you will be required to:

  • Set goals and advise members and clients on the best solutions and strategies

  • Develop, coordinate and give seminars for clients

  • Collect, compile and analyze data. Prepare reports and recommendations

  • Oversee portfolios. Assess customer satisfaction and service quality, follow up and make improvements as needed

  • Monitor the industry to stay on top of the latest trends, opportunities and best practices 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

* Benefits apply based on eligibility criteria.

What you bring to the table

  • Bachelor's degree in a related field

  • A minimum of four years of relevant experience

  • Please note that other combinations of qualifications and relevant experience may be considered

  • Knowledge of French is required

Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

#LI-Hybrid

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

  • Advisor, Securities

    2 weeks ago

    Québec, Quebec, Canada Desjardins Full time

    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,...

  • Advisor Practice Compliance

    4 hours ago

    Québec, Quebec, Canada Desjardins Full time

    As a Advisor Practice Compliance, you will analyze business practices of advisors within various independent distribution networks. You will be responsible for overseeing daily operations in the mutual fund discipline as well as in securities.In this role, you will contribute to the design, implementation, and coordination of the compliance framework, and...

  • Project Management Intern – Advisor

    7 days ago

    Québec, Quebec, Canada iA Financial Group (Industrial Alliance) Full time

    DescriptionProject Management / Winter 2026 Internship / Full-Time / Quebec / Montreal / HybridBuild the future with usAre you passionate about project management and eager to contribute to the purpose of a company that strives to ensure its clients feel confident and secure about their future? As aProject Management Intern – Advisor, you will play a key...

  • Senior Business Data Advisor, Client Experience, Marketing and Products

    7 days ago

    Québec, Quebec, Canada iA Financial Group (Industrial Alliance) Full time

    DescriptionJob TitleSenior Business Data Advisor, Client Experience, Marketing and ProductsBuild the future with usAre you passionate about data value and eager to contribute to the purpose of a company that strives to ensure its clients feel confident and secure about their future? As a Senior Data Advisor, Client Experience, Marketing and Products, you...

  • Faculty Position in Maritime Security and Artic Defence

    7 days ago

    Québec, Quebec, Canada Université Laval Full time

    The Graduate School of International Studies at Université Laval, located in Quebec City (Canada), is a centre of excellence in multidisciplinary research and teaching on international issues. The School is currently seeking applications for a faculty position specializing in maritime security and the defence of the Canadian Arctic (position The selected...

  • Account managers, Securities

    2 weeks ago

    Québec, Quebec, Canada Desjardins Full time

    RequiredAs a Desjardins Securities account manager, you have a considerable impact on the organization by helping promote services and maintain business relationships with members and clients. You represent and negotiate on behalf of Desjardins and enter the organization into strategic agreements with clients. You balance portfolio profitability with...

  • Account managers, Securities

    2 weeks ago

    Québec, Quebec, Canada Desjardins Full time

    As a Desjardins Securities account manager, you have a considerable impact on the organization by helping promote services and maintain business relationships with members and clients. You represent and negotiate on behalf of Desjardins and enter the organization into strategic agreements with clients. You balance portfolio profitability with client/partner...

  • Senior Financial Advisor

    1 week ago

    Québec, Quebec, Canada CIBC Full time

    We'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 and...

  • Developing Investment Advisor

    5 days ago

    Québec, Quebec, Canada TD Full time $50,000 - $100,000

    Work Location:Québec, Quebec, CanadaHours:37.5Line of Business:TD WealthPay Details:50 000 $/$50, $/$100,000 CADThis role is eligible for commission based earnings.TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD....

  • Senior Financial Advisor

    2 weeks ago

    Québec, Quebec, Canada CIBC Full time

    We'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 and...