Guide clients across mutual funds, exchange-traded funds, and structured products while supporting investment advisors and business development activities. This hybrid role requires French.

Desjardins seeks a securities member and client service agent focused on client relations and product support. You will help sell securities products through distribution channels, based on member and client needs. The position covers discretionary management, mutual funds, exchange-traded funds, and structured products. You will tailor responses to information requests while following organizational standards and procedures.

Key Responsibilities:
Help sell securities products through various distribution channels
Support sales, sales support, and client relations activities




Assist clients with accounts, products, and services
Forward requests to the appropriate person
Maintain business relationships with members and clients

Requirements:
Attestation of Collegial Studies
Minimum three years of relevant experience
Other qualification and experience combinations may qualify
French knowledge is required
Action-oriented and effective communicator

Bring securities product knowledge, client relations ability, and French communication skills to Desjardins member and client service.

📌 Investment Products Client Service Specialist St Georges (Canada)
🏢 Desjardins
📍 Canada