Guide clients across mutual funds, exchange-traded funds, and structured products while supporting investment advisors and business development activities. This hybrid role requires French.
Desjardins seeks a securities member and client service agent focused on client relations and product support. You will help sell securities products through distribution channels, based on member and client needs. The position covers discretionary management, mutual funds, exchange-traded funds, and structured products. You will tailor responses to information requests while following organizational standards and procedures.
Key Responsibilities:
- Help sell securities products through various distribution channels
- Support sales, sales support, and client relations activities
- Assist clients with accounts, products, and services
- Forward requests to the appropriate person
- Maintain business relationships with members and clients
Requirements:
- Attestation of Collegial Studies
- Minimum three years of relevant experience
- Other qualification and experience combinations may qualify
- French knowledge is required
- Action-oriented and effective communicator
Bring securities product knowledge, client relations ability, and French communication skills to Desjardins member and client service.
Investment Products Client Service Specialist in Saint-Georges employer: Desjardins
Desjardins is an exceptional employer that fosters a collaborative and inclusive work culture, making it an ideal place for professionals looking to thrive in the legal field. With a strong emphasis on employee development and innovation, you will have the opportunity to lead a dedicated team while contributing to meaningful outcomes for clients and members. Located in a vibrant community, Desjardins offers competitive benefits and a commitment to diversity, ensuring that every employee feels valued and empowered.
