Client Financial Services Agent Business

Desjardins; Windsor; On-site; CAD 54,000 - 74,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

Salary range: CAD 53,809 to 73,988 per

4 weeks flexible vacation starting in

Defined benefit pension plan

Group insurance including telemedicine

Wellness expenses reimbursement and/or

Telework equipment

Job summary

Desjardins is seeking a Client Financial Services Agent for the Toronto Branch to provide personalized support to business members and clients, working closely with account managers to deliver services and nurture relationships.

You will manage day-to-day needs, assist with business development activities, and help with portfolio management while ensuring compliance with organizational standards and procedures.

Qualifications

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

Responsibilities

• Help maintain business relationships with business members and clients by providing specialized support to address operational challenges related to their banking needs.
• 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.
• 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.

Skills

Action oriented

Customer focus

Drive results

Adaptability

Nimble learning

Situational agility

Education

College diploma in a related field

Job description

Required

As a client financial services agent to Toronto Branch, 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.

Required

As a client financial services agent to Toronto Branch, 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.

What we offer*

• Competitive salary and annual bonus
• Salary range : $53 809 to $73 988 per year
• 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.

#ON06

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

Action oriented, Customer Focus, Differences, Drive results, 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!

Job Family

Member/client sales and service (FG)

Unposting Date

2026-11-11

This position is actually vacant.

Desjardins uses tools that incorporate artificial intelligence functionalities to screen or assess applicants as part of the recruitment process for this position.