Find work in Canada.

324,221 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 24 mins ago
Business Development Manager
Laurentian Bank
Toronto, ON
Full-time
…services industry. Knowledge of Mutual Funds, Segregated Funds, Investment Lending, RSPs and Deposit productsand established network of Insurance & Mutual Fund advisors in Western…
Added 52 mins ago
Client Financial Services Agent
Desjardins
Montreal, QC · Caisse Desjardins des Transports
Full-time
As a Client Financial Services Agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business…
Added 1 hour ago
Canadian Fund Tax - Assistant Vice President
iCapital
Toronto, ON
Full-time
…strategy in a newly created role within the Operations and Investment Product Management team. This role, along with team members, will service all Canadian access funds for tax compliance…
Added 1 hour ago
Wealth Management Analyst
Archer
Montreal, QC
Full-time
Archer is an independent firm specializing in financial planning, portfolio management and insurance for affluent and high-net-worth clients.
Added 1 hour ago
Vice-Président / Vice-Présidente Finance et administration
Tink
Montreal, QC
Full-time
Added 1 hour ago
Senior Manager, Housing Development (2026-353-HHS)
WoodGreen Community Services
Toronto, ON
Full-time
Review acquisition opportunities and prepare preliminary investment analyses, including purchase price, development potential, revenue assumptions, operating costs, capital requirements,…
Added 1 hour ago
Senior Manager, Housing Development (2026-353-HHS)
WoodGreen Community Services
Toronto, ON
Full-time
Review acquisition opportunities and prepare preliminary investment analyses, including purchase price, development potential, revenue assumptions, operating costs, capital requirements,…
Added 1 hour ago
Client Service Assistant
BMO
Hamilton, ON · Burlington, ON
Full-time
The Client Service Assistant supports one or more Investment Advisors (IAs) and IA Team and staff, and private wealth branch operations with day-to-day administration and provides…
Added 2 hours ago
Financial Services Operations Clerk
Archer
Quebec, QC
Full-time
…position provides essential support for the smooth running of insurance and investment operations. The incumbent ensures quality and consistency and plays a key role in customer…
Added 2 hours ago
Senior Estate Insurance Associate, Nesbitt Burns
BMO
Montreal, QC · MCGC
Full-time
Strong relationship-management skills, particularly when working with investment advisors and discussing insurance strategies and opportunities.
Added 2 hours ago
Branch Supervision Specialist, Private Wealth
BMO
Toronto, ON · FCP
Full-time
…ultra-high-net-worth clients through a comprehensive suite of investment, banking, trust, and wealth planning solutions. Within BMO Nesbitt Burns, our Investment Advisors and branch teams…
Added 6 hours ago
Associate, Execution, National Client Group
National Bank of Canada
Toronto, ON
Full-time
Assist Directors by working closely with financial advisors, private equity sponsors and internal banking partners (i.e. derivative hedging, loan syndications and investment banking) to…
Added 12 hours ago
Member/client services agent, Securities
Desjardins
Montreal, QC
Full-time
Provide administrative, customer service and business development support to investment advisors and the team.
Added 20 hours ago
Transfers Administrator, Temporary
Aviso
Toronto, ON
$46,000 to $55,000 CAD / year
Temporary
Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and…
Added 20 hours ago
Senior Systems Engineer
Aviso
Toronto, ON
$110,000 to $120,000 CAD / year
Full-time
Excellent health, dental and insurance benefits to meet the diverse needs of our employees
Added 20 hours ago
Service Designer, Temporary
Aviso
Vancouver, BC
Contract
Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with appr
Added 20 hours ago
Senior Data Engineer, Temporary
Aviso
Toronto, ON
Temporary
Added 20 hours ago
Senior IT Auditor
Aviso
Toronto, ON
$83,000 to $100,000 CAD / year
Full-time
5+ years of IT internal audit experience, preferably within the financial services industry (credit union, securities dealer / broker, asset management, insurance) is required
Added 20 hours ago
National Vice President, Priority Clients
Aviso Wealth
Remote, Canada
$145,000 to $160,000 CAD / year
Full-time · Remote
…providing personalized wealth management advice and strategic investment guidance. The ideal candidate brings deep expertise in online brokerage, a proven track record of team and sales…
Added 20 hours ago
National Vice President, Priority Clients
Aviso Wealth
Remote, Canada
$145,000 to $160,000 CAD / year
Full-time · Remote
…providing personalized wealth management advice and strategic investment guidance. The ideal candidate brings deep expertise in online brokerage, a proven track record of team and sales…
Added 21 hours ago
Security GRC Specialist
Aviso
Toronto, ON
$105,000 to $125,000 CAD / year
Full-time
Excellent health, dental and insurance benefits to meet the diverse needs of our employees
Added 21 hours ago
System Access Administrator
Aviso
Vancouver, BC
$55,000 to $65,000 CAD / year
Full-time
Excellent health, dental and insurance benefits to meet the diverse needs of our employees
Added 21 hours ago
Solution Architect
Aviso
Toronto, ON
$150,000 to $168,000 CAD / year
Full-time
Experience within regulated industries such as Financial Services, Wealth Management, Banking, Insurance, Healthcare, or Government is considered an asset.
Added 21 hours ago
National Vice President, Priority Clients
Aviso
Vancouver, BC
$145,000 to $160,000 CAD / year
Full-time
…providing personalized wealth management advice and strategic investment guidance. The ideal candidate brings deep expertise in online brokerage, a proven track record of team and sales…
Added 21 hours ago
Senior Analyst, Fund Reporting
Aviso
Toronto, ON
$83,000 to $100,000 CAD / year
Full-time
…reporting of Northwest & Ethical Investments (NEI) family of investment funds and to support the firm's continued growth. The incumbent will manage the relationships with the fund…

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