Advisor, Securities

Relevance; Mont-Saint-Hilaire; Sur place; CAD 50 000 - 70 000; Plein temps

Avantages offerts par ce poste

Annual bonus

Flexible vacation (4 weeks)

Pension plan

Group insurance

Telemedicine

Telework equipment reimbursement

Résumé du poste

Desjardins is seeking an on-site investment assistant to support financial advisors with account management, documentation, and client inquiries. You will manage calendars, complete account openings, and conduct research to resolve client questions while producing reports for each meeting.

The role emphasizes strong interpersonal skills, proactive service, and adherence to Desjardins policies, with competitive compensation and benefits for on-site staff.

Qualifications

• Experience supporting investment advisors and handling client inquiries.
• Ability to prepare documentation for member and client meetings.
• Strong communication and proactive problem-solving abilities.

Responsabilités

• 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 research and propose tailored solutions for members and clients.
• Produce reports and statistics and prepare related documents.

Connaissances

Interpersonal skills

Customer service

Attention to detail

Time management

Description du poste

The work mode arrangement for the position is full-time on site.

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.

#LI-Onsite

Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

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

2026-11-03