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Added 30 mins ago
Trainee, Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Penticton, BC
As a Trainee, Insurance Advisor, you're empowered to develop your career in insurance by learning how to promote and educate clients on Insurance products. You'll also practice anticipating…
Added 30 mins ago
Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Penticton, BC
Westland is committed to continuous learning where employees can grow their potential and write the stories of their careers. Financial assistance is available for approved work-related…
Added 44 mins ago
Project Manager
University of British Columbia
Vancouver, BC · UBCV | P. A. Woodward Instructional Resources Centre (IRC)
$7,158.42 to $10,292.25 CAD / month
Full-time
The Project Manager works independently and with direction from the Senior Advisor and will work collaboratively with cross-functional teams. The incumbent will manage the entire project…
Added 44 mins ago
Chief Communications and Corporate Affairs Officer
Ontario Health
Toronto, ON
Full-time
Ongoing learning and career development opportunities designed to help you grow, advance, and thrive in your profession
Added 44 mins ago
PIA Client Service Associate
TD
Owen Sound, ON
Full-time
…skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform…
Added 44 mins ago
Portfolio Management Analyst, Wealth Investment Office
TD
Toronto, ON
Full-time
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at…
Added 44 mins ago
Senior Technology Resilience and Availability Management Analyst
TD
Toronto, ON
Full-time
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at…
Added 44 mins ago
Manager, Learning Architecture & Strategy – Canadian Banking Contact Center
TD
London, ON · Toronto, ON · Ottawa, ON · Markham, ON · Montreal, QC
Full-time
Reporting to the Senior Manager, Business Management, the Manager, Learning Architecture & Strategy will be accountable for the design, development, and ongoing evolution of learning…
Added 44 mins ago
Financial security advisor, Life and health insurance
Desjardins
QC · Caisse Desjardins de la Chute-Montmorency-- île-d'Orléans
Full-time
As a Financial security advisor, Life and health insurance you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell…
Added 44 mins ago
Personal Finance Advisor
Desjardins
Saint-Jérôme, QC · Prévost, QC · Mirabel, QC
Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 44 mins ago
Advisor, Product administration
Desjardins
Montreal, QC
Full-time
As a product administration advisor, you provide administrative support to Desjardins components and help administer specialized products and member/client accounts. You advise and assist…
Added 44 mins ago
Data Scientist, Validation of Financial and AI Models
Desjardins
Montreal, QC · Complexe Desjardins Montréal
Full-time
As a data scientist, you provide the data needed to make business decisions, develop solutions and services adapted to business issues and understand member and client behaviour. You lead…
Added 59 mins ago
BANKING ADVISOR
National Bank of Canada
Laval, QC
Full-time
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to…
Added 59 mins ago
Advisor Risk Model Validation
National Bank of Canada
Montreal, QC
Temporary
learning, help you master your profession and develop new fields of expertise.
Added 59 mins ago
Senior Banking Advisor
National Bank of Canada
Bathurst, NB
Full-time
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to…
Added 59 mins ago
Wealth Associate
National Bank of Canada
Calgary, AB
Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 59 mins ago
Incubation Lab Administrator
The University of British Columbia
Vancouver, BC
$7,158.42 to $10,292.25 CAD / month
Full-time
UBC’s Learning Technology Innovation Centre (LTIC) mandate is to catalyze and elevate learning technology application, innovation, and inquiry at UBC. Under academic leadership, LTIC is…
Added 59 mins ago
Director, Business Analysis & Portfolio Delivery
N-able
Ottawa, ON
Full-time
Act as a strategic advisor and embedded partner - present in the decisions that matter before decisions get made, not an order-taking IT function.
Added 59 mins ago
Project Manager
The University of British Columbia
Vancouver, BC
$7,158.42 to $10,292.25 CAD / month
Full-time
The Project Manager works independently and with direction from the Senior Advisor and will work collaboratively with cross-functional teams. The incumbent will manage the entire project…
Added 59 mins ago
BANKING ADVISOR
National Bank of Canada
Sainte-Thérèse, QC
Full-time
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to…
Added 59 mins ago
BANKING ADVISOR
National Bank of Canada
Saint-Joseph-du-Lac, QC
Full-time
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to…
Added 59 mins ago
Manager SR&ED, Manufacturing
Deloitte
Vancouver, BC
Full-time
Your day is dynamic and impactful. You'll develop core skills in preparing SR&ED tax credit claims, guided by experienced mentors. As your expertise grows, you'll take on responsibilities…
Added 59 mins ago
Associate Regional Manager
National Bank of Canada
Quebec, QC
Full-time
Client-centric, significant business development skills and in-depth knowledge of the industry
Added 59 mins ago
Senior Advisor Derivatives And Financial Valuation
National Bank of Canada
Montreal, QC
Full-time
A career as a Senior Advisor – Derivatives and Financial Valuation within the ETF & Specialized Operations team at National Bank means playing a key role in ensuring the accurate valuation…
Added 59 mins ago
Head of Marketing
Claret Asset Management
Montreal, QC
Full-time
Create campaigns and materials that generate qualified leads, nurture prospects and support client-facing teams throughout the relationship-development process.

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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