FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Member Services Agent, Securities Services
Desjardins. Serve, prospect for, solicit, and develop and maintain business relationships with members and clients .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in business development, client relationship management, and sales support within the financial services sector. Proficient in providing customer service and administrative support while ensuring compliance with organizational standards.
Highest-signal resume keywords
Mutual Fund Representative CertificateClient Relationship ManagementBusiness Development SupportCustomer FocusKnowledge of French
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Securities ProductsDiscretionary ManagementMutual FundsExchange-Traded FundsStructured Products
Soft Skills
Action OrientedCommunicates EffectivelyInterpersonal SavvyNimble LearningSituational Adaptability
Certifications & Qualifications
Attestation of Collegial StudiesMutual Fund Representative Certificate
Industry Keywords
Business RelationshipsSales SupportClient SatisfactionOperational RisksService Quality
About the role
Key responsibilities & impact- Serve, prospect for, solicit, and develop and maintain business relationships with members and clients
- Sell securities products and services through various distribution channels based on member/client needs and current strategies and practices
- Support discretionary management, mutual funds, exchange-traded funds, and structured products
- Assist members and clients and maintain business relationships
- Carry out sales, sales support, and client relations activities for specific products and services or information requests
- Provide administrative, customer service, and business development support to investment advisors and the team
- Respond to client information requests regarding accounts, products, and services; conduct research and follow up as needed
- Forward requests to the appropriate person
- Help members/clients choose and use tools and channels based on their desired level of independence and automation
- Take phone calls, handle information requests, and forward them to the appropriate person
- Help identify the team’s operational risks and opportunities for improvement
- Ensure member/client satisfaction and service quality in accordance with organizational standards and procedures
Requirements
What you’ll need- Attestation of Collegial Studies
- A minimum of three years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
- Action oriented
- Communicates effectively
- Customer Focus
- Differences
- Interpersonal Savvy
- Nimble learning
- Situational adaptability
Benefits
Comp & perks- 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
- Hybrid work arrangement