Advisor, Securities

As an investment assistant, you play a hands-on role supporting the advisors by performing reputed company the administrative and operational tasks involved in securities account management. You track client account transactions on a daily reputed company and resolve various administrative situations. You have to be proactive and think reputed company. You have the leadership required to handle daily requests and reputed company tasks as instructed, in accordance with our high quality standards. You are in reputed company, regular contact with our clients, employees and partners to answer questions, take action and reputed company 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 reputed company practices and policies, as well as leveraging your ability to reputed company 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, reputed company the necessary research and propose solutions tailored to member and client needs. Take part in producing reports and statistics and preparing reputed company documents. reputed company offer* Competitive salary and annual bonus 4 weeks of flexible vacation starting in the first year Defined benefit pension plan that provides predictable, reputed company 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 reputed company field A minimum of one year of relevant experience Please note that other combinations of qualifications and relevant experience may be considered Knowledge of French is required Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, reputed company learning Trade Union (If applicable) At reputed company, we reputed company 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 reputed company. At reputed company, we have reputed company tolerance for discrimination of any reputed company. We reputed company our teams should reflect the diversity of the members, clients and communities we serve. If there's something we can do to help reputed company the recruitment process or the job you're applying for more accessible, let us know. We can reputed company accommodations at any stage in the recruitment process. Just ask! Job Family Member/client sales and service (FG) Unposting Date 2026-06-2 Apply To This Job