Member/client services agent, Securities Service Signature

Job summary

You will serve and develop business relationships with clients while selling securities products and services through various channels. Additionally, you will provide administrative and customer service support to investment advisors and handle client information requests.

Job details

As a member/client service agent – securities, 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 assist members and clients and help maintain business relationships. You carry out sales, sales support and client relations activities for specific products and services or in response to information requests in accordance with current practices, tailoring your approach as needed. You draw on your interpersonal savvy and communication skills to ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. More specifically, you will be required to: Provide administrative, customer service and business development support to investment advisors and the team. Respond to information requests from clients regarding their accounts and the firm’s products and services. Conduct research and follow up as needed to deliver quality service. Forward requests to the right person. Help members/clients choose and get the most of their tools and channels based on how much independence and automation they want. Take phone calls, handle information requests and forward them to the right person. Help identify your team’s operational risks and opportunities for improvement. 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 #LI-Hybrid What you bring to the table Attestation of Collegial Studies A minimum of three years of relevant experience Please note that other combinations of qualifications and relevant experience may be considered Mutual fund representative certificate – Autorité des marchés financiers Knowledge of French is required Action oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptability 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. 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! Trade Union (If applicable) Job Family Member/client sales and service (FG) Unposting Date 2026-09-30

What you’ll do

You will serve and develop business relationships with clients while selling securities products and services through various channels. Additionally, you will provide administrative and customer service support to investment advisors and handle client information requests.

Requirements

Candidates must possess an Attestation of Collegial Studies and a minimum of three years of relevant experience. A Mutual fund representative certificate from the Autorité des marchés financiers is also required.

Benefits

• Competitive salary • Annual bonus • Flexible vacation • Defined benefit pension plan • Group insurance • Telemedicine • Reimbursement of health and wellness expenses • Telework equipment

Listed skills

• Customer service · Preferred
• client relations · Preferred
• Communication Skills · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Customer service
• Business development
• Sales support
• Client relations
• Communication skills
• Interpersonal savvy
• Research
• Operational risk management
• Mutual funds
• Exchange-traded funds
• Structured products
• Discretionary management
• Sales Support
• Action Oriented
• Experimental Learning
• Sales Prospecting
• Adaptability
• Automation
• Business Development
• Management
• Investments
• Customer Service
• Communication
• Equities
• Sales
• French Language
• Mutual Funds
• Structured Product
• Telehealth
• Securities (Finance)

Job areas

• Finance & Accounting
• Customer Service & Support
• Sales
• Administrative
• Client Service Agent
• Customer Service Representative (General)
• Inquiry Clerks
• Customer Service Representatives