Client Financial Services Agent, Business

Relevance; Quebec; Hybrid; CAD 52,000 - 72,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation starting

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness -

Job summary

Desjardins 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. You will manage day-to-day and urgent needs, offer tailored products and services, and ensure excellence in customer service in line with organizational standards and procedures.

The role requires effective communication, a results-driven mindset, and involvement in portfolio management,

Qualifications

• College diploma in a related field.
• Minimum of two years of relevant experience.
• Knowledge of French is required.
• Other combinations of qualifications and relevant experience may be considered.

Responsibilities

• Help maintain business relationships with members and clients by addressing operational banking needs.
• Oversee the annual review and renewal processes for term loans and analyze rates.
• Prioritize weekly activities for account managers and plan follow-ups.
• Request documentation and signatures after meetings and respond to operations questions.
• Support portfolio management to ensure files meet deadlines and standards.
• Contribute to business development through solicitation activities.
• Ensure all transactions are secure and compliant with policies.

Skills

Communicates effectively

Interpersonal Savvy

Situational 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.

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

Communicates effectively, Interpersonal Savvy, Situational adaptability

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.

#LI-Hybrid

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

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

2026-10-26