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Added 32 mins ago
Advisor, Recruitment Services
Provincial Health Services Authority
Vancouver, BC
Full-time
…agency and corporate human resources staff to promote and foster services that enable client groups to achieve their business outcomes. Duties and accountabilities include recruitment of…
Added 1 hour ago
Banking advisor
National Bank of Canada
Mississauga, ON
Full-time
Required skills: Brand Ambassadorship, Client Education, Client Engagement, Client-focused, Digital literacy, Driving Results, Empathy, Funding, Insurance, Investments, Learning Agility,…
Added 1 hour ago
BANKING ADVISOR
National Bank of Canada
Montreal, QC
Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 1 hour ago
Conseiller Bancaire
National Bank of Canada
Montreal, QC
Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 1 hour ago
Product Owner – Wealth Management
National Bank of Canada
Montreal, QC
Full-time
…technology ecosystem that supports business growth and enhances the advisor…
Added 1 hour ago
Conseiller Bancaire
National Bank of Canada
Montreal, QC
Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 3 hours ago
Client Relationship Manager
Open Text Corporation
Waterloo, ON
Other
…for a portfolio of large, multinational clients. As a trusted advisor and advocate, you’ll build strong executive relationships, manage account P&L, and uncover opportunities to expand and…
Added 3 hours ago
Family Practitioner/General Practitioner
Health Match BC
Vancouver, BC
Full-time
…other four primary care sites to support program goals and client care needs across the…
Added 7 hours ago
Advisor, Business development and sales support
Desjardins
Montreal, QC · Levis, QC
Full-time
As a sales and business development support advisor, you help serve and maintain business relationships with members and clients. You help sell products and services through multiple…
Added 7 hours ago
Member/client services agent, Securities
Desjardins
Montreal, QC
Full-time
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…
Added 10 hours ago
Financial Planner, Scotia Financial Planning - Prince George
Scotiabank
Prince George, BC
Full-time
Internal clients – As a Financial Planner, you play a pivotal role in deepening client relationships by identifying and engaging with existing Scotiabank clients who may have limited…
Added 12 hours ago
Family Practitioner, Forensic Assertive Community Treatment (FACT), Forensic Psychiatric Regional Clinics - Surrey, BC
Provincial Health Services Authority
Surrey, BC
Part-time
…professionals who work together to provide holistic and comprehensive services to best serve client needs. This team will be based in Surrey and support specific clients living in the…
Added 12 hours ago
Administrative Assistant
CIBC
Guelph, ON
Full-time
…responsible for providing administrative support to the Investment Advisor team in our Wood Gundy brokerage. You’ll work closely with the team of Advisors as they plan and manage client…
Added 15 hours ago
Health And Safety Advisor
Irwin's Safety and Industrial Labour Services Ltd
BC · British Columbia, Canada
$80,000 to $85,000 CAD / year
Temporary
The Health & Safety Advisor plays a pivotal role in supporting regional operations and division managers to achieve established Health & Safety objectives across Irwin's Safety's diverse…
Added 15 hours ago
Senior Data Engineer, Temporary
Aviso
Toronto, ON
Temporary
Service - You put your clients' needs first. You advocate service excellence, and work to deliver client-centric solutions, and proactively develop strategic partnerships that allow Aviso…
Added 16 hours ago
Banking advisor
National Bank of Canada
Kamloops, BC
Full-time
Required skills: Brand Ambassadorship, Client Education, Client Engagement, Client-focused, Digital literacy, Driving Results, Empathy, Finance, Funding, Information Analysis, Insurance,…
Added 16 hours ago
Product Owner - Asset Management, Temporary
Aviso
Toronto, ON
Full-time
We are looking to fill an opening for a Product Owner to join the Client Experience, Marketing, and Communications (CXMC) team for 12 months.
Added 16 hours ago
Product Owner - Asset Management, Temporary
Aviso Wealth
Remote, Canada
$70 to $85 CAD / hour
Full-time · Remote
We are looking to fill an opening for a Product Owner to join the Client Experience, Marketing, and Communications (CXMC) team for 12 months.
Added 16 hours ago
Product Owner - Asset Management, Temporary
Aviso Wealth
Remote, Canada
$70 to $85 CAD / hour
Full-time · Remote
We are looking to fill an opening for a Product Owner to join the Client Experience, Marketing, and Communications (CXMC) team for 12 months.
Added 20 hours ago
Insurance Advisor
deVere Group
Toronto, ON
Full-time
You will be a confident, client-facing communicator who is comfortable on the phone, on video and in person.
Added 1 day ago
Banking Advisor
National Bank of Canada
Red Deer, AB
Full-time
Required skills: Brand Ambassadorship, Client Education, Client Engagement, Client-focused, Digital literacy, Driving Results, Empathy, Finance, Funding, Information Analysis, Insurance,…
Added 1 day ago
Banking Advisor
National Bank of Canada
Courtenay, BC
Full-time
Required skills: Brand Ambassadorship, Client Education, Client Engagement, Client-focused, Digital literacy, Driving Results, Empathy, Funding, Insurance, Investments, Learning Agility,…
Added 1 day ago
Banking Advisor
National Bank of Canada
Montreal, QC
Full-time
A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your…
Added 1 day ago
Technical Advisor
National Bank of Canada
Montreal, QC
Full-time
A career as a Technical Advisor in the Registration Department team at National Bank means acting as a specialist in regulatory requirements. It is through your data analysis and knowledge…
Added 1 day ago
Personal Banking Advisor
National Bank of Canada
Montreal, QC
Full-time
As a Personal Banking Advisor at National Bank’s call centre, you’ll live your ambitions and have a positive impact on your own life as well as on the lives of clients and colleagues. By…

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

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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

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