Advisor, Securities

Desjardins Group; Brossard; Hybrid; CAD 45,000 - 65,000; Full time

Job summary

A leading financial institution is seeking an investment assistant to support advisors in managing securities accounts. The role involves client interaction, administrative tasks, and ensuring compliance with policies. Ideal candidates will possess a college diploma, relevant experience, and strong interpersonal skills.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation starting in the first year

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Qualifications

• Minimum of two years of relevant experience.
• Knowledge of French is required.
• Other combinations of qualifications and experience may be considered.

Responsibilities

• Preparing documentation for member and client meetings.
• Managing advisors’ calendars and voicemail.
• Completing account openings and securities transactions.

Skills

Customer Focus

Drive Results

Interpersonal Savvy

Education

General college diploma in a related field

Job description

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 daily and resolve various administrative situations. You must be proactive, think ahead, and demonstrate leadership to handle daily requests and perform tasks as instructed, adhering to high quality standards. You will maintain close, regular contact with clients, employees, and partners to answer questions, take action, and monitor changes in circumstances. Highly developed interpersonal skills are essential. Your goal is to meet the needs of members and clients, ensuring their full satisfaction, supporting business growth, managing risks and compliance, and adhering to current practices and policies, while leveraging your ability to achieve results.

Specifically, your responsibilities will include:

1. Preparing documentation for member and client meetings.
2. Managing advisors’ calendars and voicemail.
3. Completing account openings, forms, and securities transactions as directed by advisors.
4. Handling queries, conducting research, and proposing tailored solutions to meet member and client needs.
5. Producing reports, 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 providing 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
• Other combinations of qualifications and experience may be considered
• Knowledge of French is required

Customer Focus, Drive Results, Interpersonal Savvy

#LI-Hybrid

At Desjardins, we believe in equity, diversity, and inclusion. We're committed to welcoming, respecting, and valuing individuals for who they are, learning from differences, embracing uniqueness, and providing a positive workplace for all. We have zero tolerance for discrimination. We aim for our teams to reflect the diversity of the members, clients, and communities we serve.

If we can assist in making the recruitment process or the job more accessible, please let us know. We can provide accommodations at any stage of the process. Just ask!

Job Family

Member/client sales and service (FG)