Securities Advisor

Desjardins

. Prepare the necessary documentation for member and client meetings .

Posted 9/29/2026full-timeVal-d'Or • CanadaJuniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates strong capabilities in client relationship management, risk and compliance adherence, and effective communication. Proficient in preparing documentation and managing administrative tasks to support business growth and client satisfaction.

Highest-signal resume keywords

Client Relationship ManagementRisk And Compliance ManagementInterpersonal SkillsDocumentation PreparationFrench Language Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account OpeningsSecurities TransactionsReport ProductionData TrackingResearch Skills

Soft Skills

Interpersonal SkillsProblem SolvingTask Management

Certifications & Qualifications

College Diploma

Industry Keywords

Client SatisfactionBusiness GrowthAdministrative SupportCompliance ManagementQuality Standards

About the role

Key responsibilities & impact

Prepare the necessary documentation for member and client meetings
Manage the advisors’ calendars and voicemail
Complete account openings, forms and securities transactions as directed by the advisor(s)
Handle queries, perform necessary research and propose solutions tailored to member and client needs
Produce reports and statistics and prepare related documents
Track client account transactions daily and resolve administrative situations
Maintain close, regular contact with clients, employees and partners
Support business growth, client satisfaction, risk and compliance management, and adherence to policies

Requirements

What you’ll need

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
Highly developed interpersonal skills are essential
Ability to handle daily requests and perform tasks as instructed in accordance with high quality standards
Ability to manage sound risk and compliance requirements and adhere to current practices and policies

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
Benefits apply based on eligibility criteria