Member/client services agent, Securities, Service Signature

Desjardins View all jobs

  • Montreal, QC
  • Temporary
  • Full-time
  • 5 days ago
Temporary position for 12 monthsAs 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 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. Forward requests to the right person.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.Ce que nous offrons*Salaire concurrentiel et boni annuel4 semaines de vacances flexibles dès la première annéeRégime de retraite à prestations déterminées qui assure un revenu prévisible et stable durant toute la retraiteRégime d’assurance collective incluant des services de télémédecineRemboursement des frais liés à la santé, au bien-être et à de l’équipement pour le télétravail*Les avantages sont applicables en fonction des critères d’admissibilité.#LI-HybridCe que vous mettrez à profitAttestation d’études collégiales (AEC) dans une discipline appropriéeUn minimum de trois ans d’expérience pertinenteVeuillez noter que d’autres combinaisons de formation et d’expérience pertinentes pourraient être considéréesConnaissance du français nécessaire Action oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptabilityTrade Union (If applicable)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!Job Family Member/client sales and service (FG)Unposting Date 2026-04-24

Desjardins