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Desjardins

Advisor, Securities

Desjardins

Investment assistant managing administrative tasks for securities accounts and supporting client interactions. Collaborating with advisors and ensuring high-quality standards in client services.

Posted 7/8/2026full-timeMontréal • 🇨🇦 CanadaJuniorMid-LevelWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer focus and interpersonal savvy while managing client interactions and documentation. Proficient in handling account openings and securities transactions, with a commitment to driving results through tailored solutions.

Highest-signal resume keywords
Customer FocusInterpersonal SavvyResults-DrivenBilingual in FrenchRelevant Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Account OpeningsSecurities TransactionsDocumentation PreparationReport ProductionResearch Skills
Soft Skills
Interpersonal SavvyCustomer FocusDrive Results
Certifications & Qualifications
General College Diploma

About the role

Key responsibilities & impact
  • 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.

Requirements

What you’ll need
  • General college diploma in a related field
  • A minimum of two years of relevant experience
  • Knowledge of French is required
  • Customer Focus
  • Drive results
  • Interpersonal Savvy

Benefits

Comp & perks
  • 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