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.

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.

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.

Competitive salary and annual bonus ~4 weeks of versatile vacation starting in the first year ~ Defined benefit pension plan that provides predictable, stable income throughout retirement ~ Reimbursement of health and wellness expenses and telework equipment * Knowledge of French is required Customer Focus Equity, Diversity, Inclusion and Accessibility At Desjardins, we believe in equity, diversity and inclusion. 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.

Trade

Union (If applicable) Job Family Member/client sales and service (FG) We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance.

📌 Member/client services agent, Securities Service Signature (Trois-Rivières)
🏢 Desjardins Group
📍 Trois-Rivières