Client Financial Services Agent, Business

Desjardins; Quebec; On-site; CAD 42,000 - 66,000; Full time

Benefits offered by this job

Annual bonus

Flexible vacation

Pension plan

Group insurance

Job summary

Desjardins in Quebec is seeking a Client Financial Services Agent to work closely with account managers, delivering personalized support to business members and clients and assisting with business development activities. The role emphasizes service excellence and driving results in accordance with organizational standards.

Key responsibilities include supporting relationships, portfolio management, and processing information to support decision-making, with a focus on meeting deadlines and

Qualifications

• College diploma in a related field.
• Minimum of two years of relevant experience.
• Knowledge of French is required.

Responsibilities

• Support business development by assisting account managers with portfolio management.
• Provide specialized support to address operational challenges related to banking needs for business members and clients.
• Assist with collecting, processing and analyzing information for the field.
• Help with prioritizing weekly activities and plan follow-ups/solicitation activities.
• Contact members/clients after meetings to obtain documents or signatures and answer questions.
• Ensure transactions and operations comply with policies and standards.

Skills

Communication

Interpersonal skills

Adaptability

Education

College diploma in a related field

Job description

As a client financial services agent, you work closely with account managers. You provide personalized support to business members and clients, and you assist with business development activities.

You help account managers deliver services and maintain business relationships. You manage the day-to-day and urgent needs of members and clients. You provide personalized products and services and excellent customer service, in accordance with action plans and the organization’s standards and procedures. The ability to drive results is therefore essential.

Required

You play an important role in supporting business development. You help account managers with portfolio management, and you help collect, process and analyze specific information for your field. You help solve problems and prepare recommendations, tailoring your approach as needed. More specifically, you will be required to:

• Help maintain business relationships with business members and clients by providing specialized support to address operational challenges related to their banking needs. Be attentive to their needs to ensure their full satisfaction, and act on sales opportunities


• Oversee the technical side of the annual review and renewal processes for term loans to ensure proper records are kept, in accordance with the requirements of the Autorité des marchés financiers. Conduct analysis and make recommendations to account managers on rates that reflects the variable cost of funds


• Help prioritize weekly activities for account managers and plan follow-ups and solicitation activities


• Following meetings with members and clients, contact them to obtain the required documentation and/or signatures, answer questions related to operations and open accounts


• Help account managers with portfolio management as needed to ensure that files are complete and comply with all applicable deadlines and quality standards


• Contribute to business development by participating in a variety of solicitation activities


• Ensure that transactions and operations are secure and comply with policies, practices and standards

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

• College diploma in a related field


• A minimum of two years of relevant experience


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


• Knowledge of French is required

Communicates effectively, Interpersonal Savvy, 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!

Job Family

Member/client sales and service (FG)

Unposting Date

2026-10-26