Desjardins
Desjardins
Desjardins एक उत्तर अमेरिकी वित्तीय सहकारी संस्था है, जो पूरे कनाडा में व्यक्तियों, व्यवसायों और समुदायों को सेवाएँ प्रदान करती है। इसकी सेवाओं में व्यक्तिगत और व्यावसायिक बैंकिंग, क्रेडिट कार्ड, मॉर्गेज, ऋण, बचत और निवेश, तथा वाहन और गृह बीमा शामिल हैं। यह संस्था वित्तीय और बीमा सेवाओं को ऐसे सहकारी मॉडल के साथ जोड़ती है, जिसमें सदस्यों को निर्णय लेने में भूमिका मिलती है। साथ ही, यह जिम्मेदार निवेश, स्थानीय अर्थव्यवस्था के समर्थन, सामुदायिक सहभागिता और युवाओं के विकास पर जोर देती है।

Securities Member and Client Services Agent – Desjardins

Desjardins is seeking a securities service agent to support investment advisors and member-client relationships. The role combines account assistance, client service, sales support, research, and business development across Quebec branches.

विवरण

  • Support investment advisors and the wider team with administrative, client service, and business development activities
  • Answer client questions about accounts, products, and services
  • Research requests and complete follow-up to provide effective service
  • Route inquiries and requests to the appropriate contact
  • Guide members and clients toward tools and service channels suited to their preferred level of independence and automation
  • Answer telephone calls, address information requests, and direct them appropriately
  • Help the team recognize operational risks and opportunities to improve
  • Serve members and clients while prospecting for, soliciting, and developing lasting business relationships
  • Support the sale of securities products and services through distribution channels aligned with client needs and current practices
  • Perform sales, sales support, and client relationship activities for designated products and services
  • Maintain member and client satisfaction and service quality in line with organizational standards and procedures

आवश्यकताएँ

  • Attestation of Collegial Studies
  • At least three years of relevant experience
  • Equivalent combinations of qualifications and relevant experience may be considered
  • Working knowledge of French is required

लाभ

  • Competitive salary with an annual bonus
  • Four weeks of flexible vacation from the first year
  • Defined benefit pension plan offering predictable retirement income
  • Group insurance coverage with telemedicine
  • Reimbursement for health and wellness expenses and telework equipment

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