Customer Service Representative, Online Brokerage-FR

Don't have a license, but interested in getting one? We have an alternative solution to hire you and support you in the process of obtaining the license. As a Customer Service Representative, Online Brokerage, you provide a professional and efficient service in response to customer requests, in accordance with the firm's policies and procedures and the regulations of the securities industry. You contribute to the handling, development, and maintenance of the business relationship with the client. You analyze and perform the transactions of buying and selling different financial products at the request of the clients and seize the opportunities to increase the business relationship with them. You provide customer support and contribute to the maintenance of the business relationship. You discuss products and services with current or potential members and clients, mainly by telephone. Mastery of interpersonal relationships becomes an essential skill, and you take advantage of your ability to achieve results. More specifically, you will be required to:

• Process buy and sell orders for shares, bonds, options, or any other financial instrument denominated in Canadian dollars or foreign currencies, in accordance with the instructions previously transmitted by the member and client by telephone or electronically
• Support the team in all its administrative, customer service, and business development activities
• Respond to customer inquiries regarding their account and/or the products and services offered by the firm and perform the necessary follow-ups and research to ensure a quality service at all times
• Perform routine operational tasks related to the opening of new accounts and the maintenance of existing accounts
• Identify operational risks and contribute to the search for improvements related to the team's activities
• Ensure compliance with the firm's policies, standards, and procedures and those of the regulatory bodies

What we offer

• Competitive salary and annual bonuses
• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan that ensures a predictable and stable income throughout retirement
• Group insurance plan including telemedicine services
• Reimbursement of health, well-being, and telework equipment expenses
• Benefits are applicable based on eligibility criteria.

What you will bring

• College diploma (DEC technical) in an appropriate discipline
• A minimum of three years of relevant experience in the securities industry
• Please note that other combinations of education and relevant experience may be considered
• Successful Representative License with the OCRI or the person commits to taking the Canadian Securities Regulatory Examinations (CSRE) within six months of employment
• French language proficiency required
• Advanced intermediate English proficiency due to the nature of the tasks, work tools, or interactions with English-speaking partners or members and clients (level 4)
• Knowledge of the regulations and standards of the securities industry

Appreciate differences, Learn with agility, Be client-oriented, Be action-oriented, Master interpersonal relationships, Achieve results

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Union (if applicable)

At Desjardins, we believe in equity, diversity, and inclusion. We are committed to welcoming all people, considering and valuing them for who they are, enriching ourselves with their differences and uniqueness, and, above all, offering them a work environment where they will feel at home. For us, discrimination, in any form, is a zero-tolerance policy! We believe in the importance of our teams reflecting the diversity of our members, our clients, and the communities we serve.

If you need assistance to make the recruitment process or the position more accessible, please let us know. Accommodations will be offered to those who request them at any stage of the recruitment process.

Job Family

Member and Client Services - Sales (GF)

Closing Date 2026-08-7