Support securities clients through account service, product guidance, and relationship development in a hybrid Desjardins setting. Use French and communication skills daily.

As a securities member and client service agent, you support investment advisors, members, and clients. You contribute to business development and sales activities across discretionary management, mutual funds, exchange-traded funds, and structured products. Your work helps deliver service tailored to client needs, independence, and preferred automation. You also support current strategies, practices, standards, and procedures.

Key Responsibilities:

- Support investment advisors and teams administratively, commercially, and through customer service
- Respond to account and product information requests




- Research questions and follow up to deliver quality service
- Guide members toward suitable tools and service channels
- Identify operational risks and improvement opportunities

Requirements:

- Attestation of Collegial Studies
- At least three years of relevant experience
- Knowledge of French is required
- Effective communication and customer focus
- Interpersonal savvy and situational adaptability

Apply securities service, French communication, and client relationship skills while supporting Desjardins investment advisors and customers.

📌 Securities Member Client Service Agent (St-Georges)
🏢 Desjardins
📍 St-Georges