Desjardins
Desjardins
Desjardins is a North American financial cooperative serving individuals, businesses, and communities across Canada. Its offerings span personal and business banking, credit cards, mortgages, loans, savings and investments, and auto and home insurance. The organization combines financial and insurance services with a cooperative model that gives members a role in decision-making, while emphasizing responsible investment, local economic support, community involvement, and youth development.

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.

Description

  • 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

Requirements

  • 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

Benefits

  • 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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