Client Financial Services Agent, Business

Desjardins; Outaouais; On-site; CAD 60,000 - 75,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks vacation

Defined benefit pension

Group insurance including telemedicine

Telework equipment reimbursement

Job summary

Desjardins in Quebec seeks a sales support professional to work with account managers, maintaining strong relationships with members and clients. You will document appointments, present and close sales of products and services, and help prioritize weekly activities and follow-ups.

You will assist in preparing presentations, contribute to business development, and ensure files are complete and compliant with deadlines and security standards. French language proficiency is required.

Qualifications

• Requires French language proficiency and strong interpersonal skills.
• Experience in sales support or client services preferred.
• Ability to communicate clearly and handle multiple tasks efficiently.

Responsibilities

• Collaborate with account managers to maintain member and client relationships.
• Complete documentation from appointments, obtain signatures, and present products and services.
• Plan and prioritize weekly activities and follow-ups for sales opportunities.
• Prepare and deliver presentations to members and clients; support sales of offerings.
• Contribute to business development through solicitation activities.
• Maintain accurate files and ensure compliance with deadlines and standards.

Skills

French language

Customer focus

Communication

Action oriented

Education

Attestation of Collegial Studies

Job description

The incumbent works in close collaboration with account managers to maintain business relationships with members and clients by carrying out sales support activities. More specifically, you will be required to:

• Complete documentation following appointments with members and clients by meeting with them to obtain signatures, answering questions related to operations, opening accounts and presenting and closing sales of products and services (e.g., the Business Freedom Solutions plan). Direct and assist members and clients in using the above
• Help prioritize weekly activities for account managers and plan upcoming follow-ups and solicitation activities
• As needed, contact members and clients to confirm planned transactions. Make courtesy calls upon request by the account managers
• Help prepare and deliver presentations targeted at members and clients and follow up on them as needed
• Contribute to business development by participating in a variety of solicitation activities
• Use contacts with members and clients to build strong business relationships. Listen carefully to their needs to ensure full satisfaction and make the most of sales opportunities, and keep files up-to-date
• Ensure files are complete and in compliance with all applicable deadlines and standards for quality
• Respect all policies, practices and standards in effect for conducting transactions and operations securely

What we offer*

• 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

*Benefits apply based on eligibility criteria.

What you bring to the table

• Attestation of Collegial Studies

• A minimum of three years of relevant experience

• Please note that other combinations of qualifications and relevant experience may be considered

• Knowledge of French is required
  Action oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptability

Equity, Diversity, Inclusion and Accessibility

At Desjardins, we believe in equity, diversity and inclusion. We’re committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there’s something we can do to help make the recruitment process or the job you’re applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Trade Union (If applicable)

Job Family

Member/client sales and service (FG)

Unposting Date

2026-10-15