Posted 2 days ago
Advisor, Securities
@ Desjardins
Montréal, QC · Laval, QC · Trois-Rivières, QC · Sherbrooke, QC · Ville-Marie, QC
Overview
Desjardins is hiring an investment assistant to support advisors with securities account management. The role covers daily account transactions, client and partner contact, meeting preparation and reporting, and the posting asks for a college diploma, two years of relevant experience and French. It is a full-time position with a competitive salary, annual bonus, four weeks of flexible vacation and a defined benefit pension.
Responsibilities:
- Prepare documentation for member and client meetings
- Manage advisors' calendars and voicemail
- Complete account openings, forms and securities transactions
- Handle client queries and propose solutions
- Produce reports, statistics and related documents
Requirements summary:
- General college diploma in a related field
- Minimum two years of relevant experience
- Knowledge of French required
- Strong interpersonal skills
Tools & skills
Benefits mentioned
Source and dates
Employer career site / ATS feed · workday
- Employer posting date
- 2026-11-08
- First seen by our source
- 2026-10-10
- Source record updated
- 2026-11-09
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Entry level |
| Department | Business operations |
| Experience | 2+ years |
| Hours per week | 40 (estimated) |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | French |
| Education | College diploma (required) |
| Fields of study | Finance, Business administration |
| Perks mentioned | Generous paid time off, Flexible hours, Retirement plan, Performance bonus, Wellness |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Desjardins
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 | 128 |
| View page |
As an investment assistant, you play a hands-on role supporting the advisors by performing all the administrative and operational tasks involved in securities account management. You track client account transactions on a daily basis and resolve various administrative situations. You have to be proactive and think ahead. You have the leadership required to handle daily requests and perform tasks as instructed, in accordance with our high quality standards. You are in close, regular contact with our clients, employees and partners to answer questions, take action and keep tabs on any changes in circumstances. Highly developed interpersonal skills are therefore essential. In your actions, you strive to meet the needs of members and clients while ensuring their full satisfaction, business growth, sound risk and compliance management, and adherence to current practices and policies, as well as leveraging your ability to achieve results. More specifically, you will be required to :
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 certain queries, perform the necessary research and propose solutions tailored to member and client needs.
Take part in producing reports and statistics and preparing related documents.
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
General college diploma in a related field
A minimum of two 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!
Job Family
Member/client sales and service (FG)Journal
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