Financial Services Agent, Business

Desjardins; Mascouche; Hybrid; CAD 54,000 - 75,000; 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 in Canada seeks a member/client sales and service professional to support account managers, finalize financing services, and prepare loan files for analysis. You will open member accounts, gather required documents, and ensure compliance with deadlines while guiding members in Desjardins products and services.

The role requires knowledge of French, familiarity with loan contracts, and strong data-entry skills.

Qualifications

• Attestation of Collegial Studies (DEC) required.
• Minimum of two years of relevant experience.
• Knowledge of French is required.
• Ability to compile financial statements.
• Knowledge of loan and guarantee contracts.
• Knowledge of business products and caisse networks.
• Ability to enter financial data in systems.
• Understanding of the cooperative financial model.
• Familiarity with Desjardins processes and service standards.
• Demonstrates action orientation, professionalism and attention to detail.
• Time management skills; communication and customer focus.

Responsibilities

• Perform sales support activities to finalize financing services.
• Prepare loan files for analysis and obtain required documents.
• Enter financial data and prepare contractual documents.
• Guide members and clients in using Desjardins products and services.
• Identify sales opportunities and refer to account managers.
• Open member and client accounts with proper verification.
• Ensure files meet deadlines and quality standards.
• Support business development activities with partners and caisses.

Skills

Financial data entry

Client service

Time management

Professionalism

Education

Attestation of Collegial Studies

Job description

The incumbent works in close collaboration with account managers to perform operational and sales support tasks and help offer and deliver services to the business centre’s members and clients. More specifically, you will be required to:

• Perform sales support activities with the aim of finalizing and supporting the delivery of financing services. This includes entering financial data, preparing contractual and legal documents, completing financing offers (e.g., contracts, guarantee forms) and preparing documents to be sent to notaries. Consult and submit registrations to the register of personal and movable real rights on request or upon issue of loan discharges and loan disbursements. Obtain the necessary documents for disbursement and incorporate the data necessary to activate the agreed-upon conditions.
• Support account managers in the operational tasks and various follow-ups resulting from the sale of complementary products and services, particularly by preparing loan files for analysis, obtaining required documents from members and clients and performing profitability analyses.
• Guide and assist members and clients in using Desjardins products and services.
• Open member and client accounts (e.g., documentation, verification, authorized transit).
• Identify sales opportunities with members and clients and make referrals to the account managers.
• Participate as needed in certain business development activities with companies, partners and caisses.
• 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 two years of relevant experience

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

• Knowledge of French is required

• Ability to compile financial statements

• Knowledge of loan and guarantee contracts

• Knowledge of products and services for businesses and those offered by caisses, components and Desjardins distribution networks and those of the competition

• Ability to enter financial data in the systems

• Understanding of the philosophy and inner workings of a financial services cooperative

• Knowledge of operational procedures related to financing and sales support activities

• Knowledge of the Desjardins business processes

• Knowledge of service standards

• Action oriented

• Professionalism and attention to detail

• Time management
  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!

Job Family

Member/client sales and service (FG)

Unposting Date

2026-11-13