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.
Hybrid Securities Member & Client Services Advisor in Thetford-Mines employer: Desjardins Group (old)
Desjardins Group is an exceptional employer that prioritizes employee growth and development, offering comprehensive training programs and mentorship opportunities tailored for personal finance advisors. With a strong commitment to community engagement and a collaborative work culture, employees enjoy a supportive environment that fosters innovation and meaningful relationships with clients. Located in Canada, Desjardins provides unique advantages such as a focus on work-life balance and a dedication to social responsibility, making it an ideal place for those seeking a rewarding career in finance.
