You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into agreements with clients. You also have opportunities to establish and ...
You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into agreements with clients. You also have opportunities to establish and ...
You'll be a cornerstone of a dedicated team focused on delivering exceptional customer experiences, where every interaction is an opportunity to assist, advise, and build lasting trust. Your role ...
You'll be a cornerstone of a dedicated team focused on delivering exceptional customer experiences, where every interaction is an opportunity to assist, advise, and build lasting trust. Your role ...
You'll be a cornerstone of a dedicated team focused on delivering exceptional customer experiences, where every interaction is an opportunity to assist, advise, and build lasting trust. Your role ...
You'll be a cornerstone of a dedicated team focused on delivering exceptional customer experiences, where every interaction is an opportunity to assist, advise, and build lasting trust. Your role ...
You also assist with compliance, internal controls, crisis management and the security of personal ... Advise your clients and partners to help them position, plan, develop, execute and monitor ...
You also assist with compliance, internal controls, crisis management and the security of personal ... Advise your clients and partners to help them position, plan, develop, execute and monitor ...
You also assist with compliance, internal controls, crisis management and the security of personal ... Advise your clients and partners to help them position, plan, develop, execute and monitor ...
You also assist with compliance, internal controls, crisis management and the security of personal ... Advise your clients and partners to help them position, plan, develop, execute and monitor ...
You also assist with compliance, internal controls, crisis management and the security of personal ... Advise your clients and partners to help them position, plan, develop, execute and monitor ...
You also assist with compliance, internal controls, crisis management and the security of personal ... Advise your clients and partners to help them position, plan, develop, execute and monitor ...
You'll be a cornerstone of a dedicated team focused on delivering exceptional customer experiences, where every interaction is an opportunity to assist, advise, and build lasting trust. Your role ...
You'll be a cornerstone of a dedicated team focused on delivering exceptional customer experiences, where every interaction is an opportunity to assist, advise, and build lasting trust. Your role ...
You also assist with compliance, internal controls, crisis management and the security of personal ... Advise your clients and partners to help them position, plan, develop, execute and monitor ...
You also assist with compliance, internal controls, crisis management and the security of personal ... Advise your clients and partners to help them position, plan, develop, execute and monitor ...
You also assist with compliance, internal controls, crisis management and the security of personal ... Advise your clients and partners to help them position, plan, develop, execute and monitor ...
You also assist with compliance, internal controls, crisis management and the security of personal ... Advise your clients and partners to help them position, plan, develop, execute and monitor ...
You'll be a cornerstone of a dedicated team focused on delivering exceptional customer experiences, where every interaction is an opportunity to assist, advise, and build lasting trust. Your role ...
You'll be a cornerstone of a dedicated team focused on delivering exceptional customer experiences, where every interaction is an opportunity to assist, advise, and build lasting trust. Your role ...
You also assist with compliance, internal controls, crisis management and the security of personal ... Advise your clients and partners to help them position, plan, develop, execute and monitor ...
You also assist with compliance, internal controls, crisis management and the security of personal ... Advise your clients and partners to help them position, plan, develop, execute and monitor ...
You also assist with compliance, internal controls, crisis management and the security of personal ... Advise your clients and partners to help them position, plan, develop, execute and monitor ...
You also assist with compliance, internal controls, crisis management and the security of personal ... Advise your clients and partners to help them position, plan, develop, execute and monitor ...
You also assist with compliance, internal controls, crisis management and the security of personal ... Advise your clients and partners to help them position, plan, develop, execute and monitor ...
You also assist with compliance, internal controls, crisis management and the security of personal ... Advise your clients and partners to help them position, plan, develop, execute and monitor ...
As a senior risk management advisor, you assist with analysis, research and development to recommend risk management and supervision strategies and priorities. You lead and influence development ...
As a senior risk management advisor, you assist with analysis, research and development to recommend risk management and supervision strategies and priorities. You lead and influence development ...
You advise and assist members and clients in executing strategies using the 360 approach, including savings and investments, in line with the established plan, to help them achieve their financial ...
You advise and assist members and clients in executing strategies using the 360 approach, including savings and investments, in line with the established plan, to help them achieve their financial ...
You advise and assist members and clients in executing strategies using the 360 approach, including savings and investments, in line with the established plan, to help them achieve their financial ...
You advise and assist members and clients in executing strategies using the 360 approach, including savings and investments, in line with the established plan, to help them achieve their financial ...
You advise and assist members and clients in executing strategies using the 360 approach, including savings and investments, in line with the established plan, to help them achieve their financial ...
You advise and assist members and clients in executing strategies using the 360 approach, including savings and investments, in line with the established plan, to help them achieve their financial ...
You advise and assist members and clients in executing strategies using the 360 approach, including savings and investments, in line with the established plan, to help them achieve their financial ...
You advise and assist members and clients in executing strategies using the 360 approach, including savings and investments, in line with the established plan, to help them achieve their financial ...
You advise and assist members and clients in executing strategies using the 360 approach, including savings and investments, in line with the established plan, to help them achieve their financial ...
You advise and assist members and clients in executing strategies using the 360 approach, including savings and investments, in line with the established plan, to help them achieve their financial ...
You advise and assist members and clients in executing strategies using the 360 approach, including savings and investments, in line with the established plan, to help them achieve their financial ...
You advise and assist members and clients in executing strategies using the 360 approach, including savings and investments, in line with the established plan, to help them achieve their financial ...
Advisor Assistant information
See Quebec salary details
$13.5K - $18K
4% of jobs
$18K - $22.5K
1% of jobs
$22.5K - $27K
6% of jobs
$29K is the 25th percentile. Wages below this are outliers.
$27K - $31.5K
31% of jobs
The median wage is $33.1K / yr.
$31.5K - $36K
22% of jobs
$36K - $40.5K
8% of jobs
$41.4K is the 75th percentile. Wages above this are outliers.
$40.5K - $45K
12% of jobs
$45K - $49.5K
11% of jobs
$49.5K - $54K
5% of jobs
$54K - $58.5K
0% of jobs
$58.5K - $63K
0% of jobs
$13.5K
$36.5K
$63K
How much do advisor assistant jobs pay per year?
What are some typical daily tasks and team interactions for an Advisor Assistant?
What are Advisor Assistants?
What does an assistant advisor do?
What is the difference between Advisor Assistant vs Financial Advisor?
| Aspect | Advisor Assistant | Financial Advisor |
|---|---|---|
| Credentials | Often no formal certification required, but some may have FINRA licenses | Typically requires certifications like Series 7, Series 66, or CFP |
| Work Environment | Support role within financial firms, assisting advisors | Client-facing role providing financial planning and investment advice |
| Employer & Industry Usage | Used in banks, investment firms, and financial planning companies | Employed in similar settings, focusing on client financial strategies |
In summary, an Advisor Assistant primarily supports financial advisors with administrative and research tasks, often without requiring extensive certifications. In contrast, a Financial Advisor directly interacts with clients, offering personalized financial planning and investment advice, usually holding relevant licenses and certifications.
What do advisors get paid?
Is $50,000 enough to work with a financial advisor?
What are the key skills and qualifications needed to thrive as an Advisor Assistant, and why are they important?
Is it hard to become a FA?
Full-time
Medical, Retirement, PTO
Posted 11 days ago
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 actively help develop and maintain business relationships with clients. You drive results by reviewing complex information requests and promoting and selling products and services based on your unit's business objectives and strategies. You balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction. You work with clients who have development potential for your sector. You analyze member/client needs, help develop and implement personalized solutions, and propose integrated service offers. You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into agreements with clients. You also have opportunities to establish and negotiate product and service terms in accordance with standards and procedures. 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
Set goals and advise members and clients on the best solutions and strategies
Analyze and meet complex client needs, handle requests and follow up as needed
Collect, compile and analyze data. Prepare reports and recommendations
Oversee portfolios. Assess customer satisfaction and service quality, follow up and make improvements as needed
Monitor the industry to stay on top of the latest trends, opportunities and best practices 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
General college diploma in a related field
A minimum of three years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Knowledge of French is required
Trade Union (If applicable)
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!
Job Family
Member/client sales and service (FG)Unposting Date
2026-07-16