Securities Advisor

Desjardins

. Support advisors with administrative and operational tasks involved in securities account management .

Posted 10/28/2026full-timeCanadaJuniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates strong capabilities in client account management, administrative support, and compliance adherence, with a focus on customer satisfaction and effective communication. Proficient in managing transactions, preparing documentation, and resolving client queries while maintaining a proactive approach to business growth.

Highest-signal resume keywords

Client Account ManagementAdministrative SupportCompliance ManagementCustomer FocusFluency in French

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Securities TransactionsAccount OpeningsDocumentation PreparationReport ProductionTransaction Tracking

Soft Skills

Interpersonal SavvyAction OrientedDrive ResultsNimble Learning

Certifications & Qualifications

General College Diploma

Industry Keywords

Client SatisfactionRisk ManagementOperational TasksBusiness GrowthAdministrative Situations

About the role

Key responsibilities & impact

Support advisors with administrative and operational tasks involved in securities account management
Track client account transactions daily and resolve administrative situations
Maintain regular contact with clients, employees and partners to answer questions, take action and monitor changes
Prepare documentation for member and client meetings
Manage advisors’ calendars and voicemail
Complete account openings, forms and securities transactions as directed by advisors
Research queries and propose solutions tailored to member and client needs
Participate in producing reports and statistics and preparing related documents
Support member and client satisfaction, business growth, risk and compliance management, and adherence to current practices and policies

Requirements

What you’ll need

General college diploma in a related field
A minimum of one year 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