Advisor, Securities

Desjardins

. Help serve, prospect for, solicit, and develop and maintain business relationships with members and clients .

Posted 10/14/2026full-timeSaint-Hyacinthe • CanadaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in developing and maintaining business relationships, analyzing client needs, and providing personalized solutions. Proficient in managing operational tasks and ensuring compliance while driving results and maintaining high service quality.

Highest-signal resume keywords

Business Relationship DevelopmentClient Needs AnalysisSecurities Products KnowledgeOperational ManagementBilingual in French

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Securities ProductsMutual FundsExchange-Traded FundsStructured ProductsBudget MonitoringCompliance ManagementOperational Problem-SolvingClient Agreement Negotiation

Soft Skills

Customer FocusInterpersonal SavvyAction OrientedNimble LearningDrive Results

Industry Keywords

Discretionary ManagementClient SatisfactionService QualityAdministrative Assistance

About the role

Key responsibilities & impact

Help serve, prospect for, solicit, and develop and maintain business relationships with members and clients
Help sell securities products and services through various distribution channels based on member/client needs and current strategies and practices
Focus on discretionary management, mutual funds, exchange-traded funds and structured products
Drive results to handle special information requests from clients and promote and sell specialized products and services
Ensure member/client satisfaction and service quality in accordance with organizational standards and procedures
Analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers
Support current and potential members and clients, represent the organization, and help negotiate agreements with clients
Provide administrative assistance in compliance, budget monitoring and management of administrative staff
Serve as a resource person regarding policies, procedures, methods, and operational and interpersonal problem-solving
Work with support services to resolve everyday operational issues
Supervise the deposit of client cheques and handle complex operational tasks, including coordinating interest management for new issues
Help recruit and hire administrative staff and handle employee start and departure logistics

Requirements

What you’ll need

General college diploma in a related field
A minimum of two years of relevant experience
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

Benefits

Comp & perks

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