Advisor, Securities

Relevance; Saint-Hyacinthe; Hybrid; CAD 65,000 - 95,000; Full time

Benefits offered by this job

Annual bonus

4 weeks vacation (first year)

Defined benefit pension plan

Group insurance including telemedicine

Telework equipment reimbursement

Job summary

Desjardins is seeking a securities advisor to build and maintain relationships with members and clients, focusing on discretionary management, mutual funds, ETFs and structured products. You will identify needs, propose tailored solutions, and collaborate with partners to promote and sell products in line with business objectives.

The role requires a college diploma, at least two years of relevant experience, and strong French/English communication skills.

Qualifications

• College diploma in a related field.
• Minimum of two years of relevant experience.
• Other combinations of qualifications and relevant experience may be considered.
• Strong communication skills in French and English, both oral and written due to interactions with english-speaking partners, members and clients.

Responsibilities

• Establish an advisory relationship by identifying current and potential needs and supporting client retention.
• Advise members and clients on specialized products, services and solutions and ensure satisfaction; analyze and meet special client needs.
• Collect, compile and analyze data; prepare reports and recommendations.
• Stay up-to-date with latest standards, products and services in the field.

Skills

Interpersonal Savvy

Customer Focus

Drive Results

Nimble Learning

Bilingual (Fr/Eng)

Education

College diploma in a related field

Job description

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 help develop and maintain business relationships with members and clients. You drive results to handle special information requests from clients and promote and sell specialized products and services in accordance with your unit’s business objectives and strategies. You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. You help analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers. You support current and potential members and clients, represent the organization, and help negotiate agreements with clients. Interpersonal savvy is therefore essential. More specifically, you will be required to:

• Establish an advisory relationship by identifying current and potential needs and supporting client retention
• Advise members and clients on specialized products, services and solutions and ensure member/client satisfaction. Analyze and meet special client needs, handle requests and follow up as needed
• Collect, compile and analyze data. Prepare reports and recommendations
• Stay on top of the latest standards, products and services in your field.

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-Hybrid

What you bring to the table

• 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
• Strong communication skills in both French and English, both oral and written due to the nature of the duties or work tools or because the position involves interactions with english-speaking partners, members and/or clients

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

2026-10-9