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Desjardins
Desjardins
BankingFinanceInsurance
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.
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Securities Member Services Agent at Desjardins

Support Desjardins investment advisors and clients with securities account inquiries, sales assistance, business development, and product information.

CACanadaHybridFull-timeMiddleSeniorEnglish RequiredFrench RequiredClient ServicesClient Services Representative

Description

  • Build, develop, and maintain business relationships with members and clients through service, prospecting, and solicitation
  • Sell securities products and services through appropriate distribution channels in line with client needs and established practices
  • Support discretionary management, mutual funds, exchange-traded funds, and structured products
  • Assist members and clients while strengthening ongoing business relationships
  • Handle sales, sales support, client relations, product inquiries, and service requests
  • Provide investment advisors and the wider team with administrative, customer service, and business development support
  • Answer account and product inquiries, research information, and complete necessary follow-up
  • Direct requests to the appropriate internal contact
  • Help members and clients select and use tools and channels suited to their preferred level of independence and automation
  • Manage phone calls and information requests, routing them to the appropriate contact
  • Identify operational risks and opportunities to improve processes

Requirements

  • Attestation of Collegial Studies
  • At least three years of relevant experience
  • Alternative combinations of qualifications and relevant experience may be considered
  • French-language proficiency is required
  • Demonstrates initiative and follows through on actions
  • Communicates clearly and effectively
  • Maintains a strong customer focus
  • Values and supports differences
  • Builds effective interpersonal relationships
  • Learns quickly and applies new knowledge
  • Adapts effectively to changing situations

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 that includes telemedicine
  • Reimbursement for eligible health, wellness, and telework equipment expenses

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