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Desjardins

Securities Advisor

Desjardins

Investment Assistant supporting advisors by managing securities account transactions and client relations for Desjardins. Ensuring compliance, documentation, and reporting for effective operations.

Posted 7/10/2026full-timeQuébec • 🇨🇦 CanadaJuniorWebsite

Core Competencies

Role fit
Core Competencies

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

Demonstrates strong organizational skills in managing calendars and documentation while effectively communicating with members and clients. Proficient in handling account openings and transactions, with a focus on tailored solutions and report preparation.

Highest-signal resume keywords
Calendar ManagementDocumentation PreparationClient CommunicationAccount OpeningFrench Language Proficiency

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 OpeningSecurities TransactionsReport PreparationResearch SkillsDocumentation Skills
Soft Skills
Organizational SkillsProblem-SolvingCommunication Skills
Certifications & Qualifications
College Diploma
Industry Keywords
Client MeetingsAdvisorsMember NeedsStatistics

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
  • College diploma in a related field
  • A minimum of one year of relevant experience
  • Knowledge of French is required

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