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 teamRespond 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 personHelp members/clients choose and get the most of their tools and channels based on how much independence and automation they wantTake phone calls,



handle information requests and forward them to the right personHelp identify your team's operational risks and opportunities for improvementWhat we offerCompetitive salary and annual bonus4 weeks of flexible vacation starting in the first yearDefined benefit pension plan that provides predictable, reliable income throughout retirementGroup insurance including telemedicineReimbursement of health and wellness expenses and telework equipmentBenefits apply based on eligibility criteria.What you bring to the tableAttestation of Collegial StudiesA minimum of two years of relevant experienceKnowledge of French is requiredAction oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptabilityEquity, 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!Desjardins Group is the largest cooperative financial group in North America. We're the choice for over 52,000 employees and we're named one of Canada's top employers by Mediacorp and Forbes. 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. Pursuing a career at Desjardins means being part of an organization that puts people first.

📌 Member/Client Services Agent, Securities (Quebec City)
🏢 Desjardins Group
📍 Quebec City