Advisor, Securities

Desjardins Group; Val-d'Or; On-site; CAD 52,000 - 75,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks vacation

Defined benefit pension

Group insurance including telemedicine

Health and wellness expense reimburse

Telework equipment

Job summary

Desjardins Group seeks an investment assistant to support member and client relations, help sell securities, and develop business with a focus on mutual funds and discretionary management. You will assist in servicing, prospecting, and promoting tailored solutions across channels in alignment with branch objectives.

In this role you will provide administrative support for branch operations, ensure service quality, and help recruit staff while maintaining strong bilingual (French and English)

Qualifications

• General 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 both French and English.”

Responsibilities

• Provide admin assistance in compliance, budget monitoring, and management of administrative staff for the branch manager.
• Act as resource on policies, procedures, methods, and problem-solving.
• Work with support services to resolve everyday operational issues in the branches.
• Supervise deposit of client cheques and handle complex operational tasks.
• Assist in recruiting and hiring administrative staff for branches.
• Manage onboarding/offboarding logistics.

Skills

Bilingual communication

Interpersonal savvy

Education

College diploma in related field

Job description

As an investment assistant, 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:

• Provide administrative assistance in the areas of compliance, budget monitoring and management of administrative staff to the manager of a large branch or a group of branches.
• Serve as resource person for all employees regarding policies, procedures, methods, and operational and interpersonal problem-solving.
• Work with support services to resolve everyday operational issues in the branch or branches.
• Supervise the deposit of client cheques and handle complex operational tasks, including coordinating interest management for new issues.
• Proactively help recruit and hire administrative staff for your branch or branches.
• Handle logistics when employees start or leave.

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

• 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.
• 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.

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.

Trade Union (If applicable)

Job Family Member/client sales and service (FG)

Unposting Date 2026-09-22

Desjardins Group is the largest cooperative financial group in North America. We're the choice for over 52,000 employees and we're named one of Canada's top employers by Mediacorp and Forbes. We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance. Pursuing a career at Desjardins means being part of an organization that puts people first.