Find work in Canada.

324,036 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 6 mins ago
PwC Private Cross Border, Senior Manager
PwC
Toronto, ON
Full-time
Minimum 5 years experience delivering U.S. tax consulting and compliance services
Added 6 mins ago
Deals Contracts & Closing Mechanism Manager
PwC
Toronto, ON
Full-time
In transaction services at PwC, you will provide strategic advice and support to clients in their mergers, acquisitions, and divestitures. Your work will include conducting due diligence,…
Added 6 mins ago
Tax Law, Senior Associate
PwC
Montreal, QC
Full-time
Accepting Feedback, Accepting Feedback, Active Listening, AI Fluency, AI-Human Collaboration, Analytical Thinking, Client Confidentiality, Communication, Corporate Governance, Creativity,…
Added 6 mins ago
Financial Reporting & Tax Compliance, Senior Associate
PwC
Vancouver, BC
Full-time
In tax accounting services at PwC, you will assist businesses in preparing and reviewing tax provisions, tax returns, and financial statements, confirming compliance with accounting…
Added 22 mins ago
Analyst III
TD
Toronto, ON
Full-time
Manage a portfolio of syndicated Corporate Client borrowing accounts as an Administrative Agent and liaise with participant lenders.
Added 22 mins ago
Senior Manager, Software Engineering
BCI
Victoria, BC · CA Victoria
Full-time
Knowledge of the investment management industry or financial services
Added 50 mins ago
Licensed Mortgage Agent
Optimize Financial Group
Toronto, ON
Full-time
Previous mortgage, lending, banking, insurance, wealth management, financial services, or client-facing sales experience is strongly preferred.
Added 50 mins ago
Licensed Life Insurance Representative
Optimize Financial Group
Toronto, ON
Full-time
Previous experience in life insurance, accident and sickness insurance, financial services, mortgage lending, banking, wealth management, or a client-facing sales role is strongly preferred.
Added 51 mins ago
Sales Representative Agent - Work From Home
Spade Recruiting
Remote, Canada
Full-time · Remote
…programs designed to help protect their income, families, and financial…
Added 1 hour ago
Advisory Agent, Member and Client Experience
Desjardins
Saint-Joseph-de-Beauce, QC · Caisse Desjardins de Beauce-Centre
Part-time
As a member and client experience advisory agent, you help give members and clients a better experience, and ensure that they are satisfied. This includes making sure they feel welcome,…
Added 1 hour ago
Advisory Agent, Member and Client Experience
Desjardins
Saint-Bruno-de-Montarville, QC · Caisse Desjardins du Mont-Saint-Bruno
Part-time
As a member and client experience advisory agent, you help give members and clients a better experience, and ensure that they are satisfied. This includes making sure they feel welcome,…
Added 1 hour ago
Advisory Agent, Member and Client Experience
Desjardins
Saint-Raphaël, QC · Caisse Desjardins de Bellechasse
Part-time
As a member and client experience advisory agent, you help give members and clients a better experience, and ensure that they are satisfied. This includes making sure they feel welcome,…
Added 1 hour ago
Specialist, Client Services
CIBC
Toronto, ON
Full-time
…equivalent work experience). You have a strong interest in financial services. Current accreditation and are in good standing as an Investment Representative (IR) with Canadian Investment…
Added 1 hour ago
Seasonal Tax Preparer in Walmart
Jackson Hewitt Tax Service Inc.
Williamsburg, ON
Full-time
Enrolled Agent materials and testing reimbursement
Added 1 hour ago
Analyst III
TD Securities
Toronto, ON
Full-time
Manage a portfolio of syndicated Corporate Client borrowing accounts as an Administrative Agent and liaise with participant lenders.
Added 3 hours ago
Co-Founder & CEO - AI-Native Accounting Firm
FutureSight
Canada
Full-time
Fieldstone is an accounting firm built from a blank page around an agent fleet. Agents run bookkeeping, reconciliation, workpapers, and first-pass tax returns continuously, and every human…
Added 3 hours ago
Co-Founder & CEO - AI-Native Accounting Roll-Up
FutureSight
Canada
Full-time
…Agents take the routine work, and staff move into advisory and client work where accountability and judgment matter most. Every agent built compounds into a reusable platform across a…
Added 3 hours ago
Insurance Support Coordinator
Northbridge Financial
Mississauga, ON
Full-time
Minimum 3 years of experience in financial services or life insurance industry preferred.
Added 4 hours ago
Deals Contracts & Closing Mechanism Manager
PwC Canada
Toronto, ON
Full-time
In transaction services at PwC, you will provide strategic advice and support to clients in their mergers, acquisitions, and divestitures. Your work will include conducting due diligence,…
Added 6 hours ago
Client Financial Services Agent Business
Desjardins
Victoriaville, QC · Shawinigan, QC · Trois-Rivières, QC
Full-time
Familiarity with compliance requirements for regulations on the distribution of financial products and services
Added 6 hours ago
Advisory Agent, Member and Client Experience
Desjardins
Saint-Anselme, QC · Levis, QC · Sainte-Claire, QC
Part-time
As a member and client experience advisory agent, you help give members and clients a better experience, and ensure that they are satisfied. This includes making sure they feel welcome,…
Added 6 hours ago
Advisory Agent, Member and Client Experience
Desjardins
La Baie, QC · Caisse Desjardins de La Baie - Bas Saguenay
Part-time
As a member and client experience advisory agent, you help give members and clients a better experience, and ensure that they are satisfied. This includes making sure they feel welcome,…
Added 6 hours ago
Technical Team Leader
Societe Generale
Montreal, QC
Full-time
…(GBTO) Canada plays a key role in delivering mission-critical services to the investment and corporate banking businesses. We are at the heart of the bank’s transformation, driving agility,…
Added 6 hours ago
Structured Finance Back Office- Associate
Societe Generale
Montreal, QC
Full-time
Global Banking Technology & Operations (GBTO) delivers day-to-day services to Global Banking & Investor Solutions (GBIS) Business Units and their clients. With IT & Operations teams working…
Added 6 hours ago
Structured Finance Back Office
Societe Generale
Montreal, QC
Full-time
Global Banking Technology & Operations (GBTO) delivers day-to-day services to Global Banking & Investor Solutions (GBIS) Business Units and their clients. With IT & Operations teams working…

Desjardins

Member/client services agent, Securities

Montreal, QC, Canada

Job type: Full-time
Apply by: Oct 3, 2026
Posting language: English
Posted: Sep 28, 2026

Apply About employer

Applications open in a new tab.

Original job description

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 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.

What we offer*

Competitive salary and annual bonus
4 weeks of flexible vacation starting in the first year
Defined benefit pension plan that provides predictable, stable income throughout retirement
Group insurance including telemedicine
Reimbursement of health and wellness expenses and telework equipment

* Benefits apply based on eligibility criteria.

What you bring to the table

Attestation of Collegial Studies
A minimum of three years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Knowledge of French is required

Action oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptability

Equity, 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!

Trade Union (If applicable)

Job Family

Member/client sales and service (FG)

Unposting Date

2026-10-2

Apply About employer

More about this job

Responsibilities

You will serve, prospect, and develop business relationships with clients while selling securities products such as mutual funds and ETFs. Additionally, you will provide administrative and customer service support to investment advisors and assist clients with their account inquiries.

Requirements

The role requires an Attestation of Collegial Studies and a minimum of three years of relevant experience. Candidates must also possess strong communication skills and be action-oriented.

Skills

Customer service
Business development
Sales support
Client relations
Research
Communication skills
Interpersonal savvy
Administrative support
Investment advisory
Risk identification
Problem solving
Situational adaptability
Customer focus

Benefits

Competitive salary
Annual bonus
Flexible vacation
Defined benefit pension plan
Group insurance
Telemedicine
Reimbursement of health and wellness expenses
Telework equipment

Visa sponsorship

Not detected in the job text

Keywords

Securities
Discretionary management
Mutual funds
Exchange-traded funds
Structured products
Business development
Customer service
Investment advisor
Client relations
Administrative support
Operational risk
Financial services
Hybrid work
Pension plan
Telemedicine

Report this job