At a Glance
- Tasks: Assist clients with investment products and support advisors with research and communications.
- Company: Join Desjardins Group, a leader in financial services with a strong community focus.
- Benefits: Enjoy competitive pay, flexible work options, and opportunities for growth.
- Other info: Dynamic role with opportunities to enhance your career in the financial sector.
- Why this job: Make a difference in clients' financial journeys while developing your skills in a supportive team.
- Qualifications: Strong customer service skills and a passion for finance are essential.
The predicted salary is between 63000 - 77000 $ per year.
Desjardins Group is seeking a securities member and client service agent to help serve members and clients with a focus on discretionary management, mutual funds, ETFs and structured products.
You will support investment advisors with research, information requests and client communications, while maintaining strong relationships and service standards.
Role emphasizes customer service, team support, and identifying opportunities to improve operations.
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Hybrid Securities Member & Client Services Advisor employer: Desjardins Group (old)
Desjardins Group is an exceptional employer that prioritizes employee growth and development, offering comprehensive training programs and opportunities for advancement within the financial services sector. With a strong emphasis on teamwork and customer service, employees thrive in a supportive work culture that values innovation and collaboration, all while being part of a leading cooperative located in the heart of Canada.
