Securities Advisor

Desjardins

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

Posted 9/29/2026full-timeMontréal • CanadaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in client relationship management, administrative support, and operational problem-solving while ensuring compliance and service quality. Proficient in analyzing client needs and implementing tailored solutions to enhance member satisfaction.

Highest-signal resume keywords

Client Relationship ManagementAdministrative AssistanceOperational Problem-SolvingRecruitment and HiringBilingual in French

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Business DevelopmentSecurities Products KnowledgeDiscretionary ManagementMutual FundsExchange-Traded FundsStructured ProductsBudget MonitoringComplianceOperational Task ManagementEmployee Logistics Management

Soft Skills

Interpersonal SkillsNegotiation SkillsProblem-Solving SkillsCommunication SkillsTeam Leadership

Certifications & Qualifications

College Diploma in Related Field

Industry Keywords

Client SatisfactionService QualityBranch OperationsAdministrative Staff ManagementPolicies and Procedures

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 according to 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
Provide administrative assistance to the manager of a large branch or group of branches
Serve as a resource person for employees regarding policies, procedures, methods, and operational and interpersonal problem-solving
Work with support services to resolve everyday operational issues in the branch or branches
Supervise client cheque deposits and coordinate interest management for new issues
Proactively help recruit and hire administrative staff and handle employee start and departure logistics

Requirements

What you’ll need

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
Ability to provide administrative assistance in compliance, budget monitoring, and administrative staff management
Knowledge of policies, procedures, methods, and operational and interpersonal problem-solving
Ability to resolve everyday operational issues
Ability to supervise client cheque deposits and handle complex operational tasks
Ability to help recruit and hire administrative staff and handle employee start and departure logistics

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