Posted yesterday
Advisor, Securities
@ Desjardins Securities
Montréal, Quebec
Overview
Desjardins Securities is hiring a securities advisor to prospect for, solicit and develop business relationships with members and clients, selling securities products such as discretionary management, mutual funds, ETFs and structured products. The role involves analyzing client needs, overseeing portfolios and negotiating product terms. Full-time, with a competitive salary, annual bonus and a defined benefit pension plan.
Responsibilities:
- Prospect for and sell securities products and services to clients
- Advise clients and develop personalized investment solutions
- Oversee client portfolios and assess service quality
- Prepare reports and recommendations from client data
- Monitor industry trends and liaise with external fund providers
Requirements summary:
- Bachelor's degree in a related field
- Minimum four years of relevant experience
- Knowledge of French required
- Strong interpersonal skills and customer focus
Tools & skills
Benefits mentioned
Source and dates
Employer career site / ATS feed · workday
- Employer posting date
- 2026-11-09
- First seen by our source
- 2026-11-10
- Source record updated
- 2026-11-10
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Mid level |
| Department | Sales |
| Experience | 4+ years |
| Hours per week | 40 (estimated) |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | French, English |
| Education | Bachelor’s degree (required) |
| Perks mentioned | Generous paid time off, Flexible hours, Retirement plan, Wellness |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Desjardins Securities
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Full company description
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News.
- LinkedIn followers
- 379,882
- People associated on LinkedIn
- 43,673
- Reported office locations
- 100, rue des Commandeurs, Lévis, Québec G6V 7N5, CA
- 11 King St W, Toronto, ON M5H 4C7, CA
- 110 9 Ave SW, Calgary, AB T2P 0T1, CA
- 1 Complexe Desjardins, Montreal, QC H2X, CA
- Business categories
- Banking
- InsurTech
- Insurance
- Financial Services
- Other recorded names
- Desjardins
- Specialties
- Services financiers
- Profile identifies a recruitment agency
- No
- Reported total investment
- 0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses…
| Field | Value |
|---|---|
| Industry | Banking |
| Company size | 10,001+ employees |
| Headquarters | Lévis, Québec |
| Organization type | Privately Held |
| Specialties | Services financiers |
| Open jobs on Jobsy | 41 |
| View page |
As a securities advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services through various distribution channels based on member/client needs and current strategies and practices. Your focus areas include discretionary management, mutual funds, exchange-traded funds and structured products. You develop and maintain business relationships with important clients. You drive results by promoting and selling products and services in accordance with your unit’s business objectives and strategies. You balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction. You work with clients with complex and diverse needs and significant development potential for your sector. You analyze member/client needs, develop and implement personalized solutions, and present integrated service offers. Your complex work and initiatives require extensive knowledge of your line of business. You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into important agreements with clients. You also have many opportunities to establish and negotiate product and service terms. Interpersonal savvy is therefore essential. More specifically, you will be required to:
- Set goals and advise members and clients on the best solutions and strategies
- Collect, compile and analyze data. Prepare reports and recommendations
- Oversee portfolios. Assess customer satisfaction and service quality, follow up and make improvements as needed
- Monitor the industry to stay on top of the latest trends, opportunities and best practices in your field
- Liaise with and serve as resource person for external fund providers. Share information with investment advisors
What we offer*
- 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.
What you bring to the table
- Bachelor's degree in a related field
- A minimum of four years of relevant experience
- Please note that other combinations of qualifications and relevant experience may be considered
- Knowledge of French is required
Equity, Diversity, Inclusion and Accessibility
At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.
If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!
Trade Union (If applicable)
Job Family
Member/client sales and service (FG)Unposting Date
2026-11-20Journal
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