Securities Advisor

Desjardins

. Support advisors by performing 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 securities account management, client relationship management, and administrative support. Proficient in preparing documentation and reports while ensuring compliance with policies and enhancing client satisfaction.

Highest-signal resume keywords

Securities Account ManagementClient Relationship ManagementDocumentation PreparationBilingual in FrenchCustomer Focus

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Account ManagementTransaction TrackingReport PreparationForm CompletionResearch Skills

Soft Skills

Action OrientedInterpersonal SavvyDrive ResultsNimble Learning

Certifications & Qualifications

General College Diploma

Industry Keywords

Risk ManagementCompliance ManagementClient SatisfactionBusiness Growth

About the role

Key responsibilities & impact

Support advisors by performing 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
Help produce reports and statistics and prepare 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