Financial Services Agent, Clientele, Business

Desjardins; Trois-Rivières; Hybrid; CAD 52,000 - 75,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks vacation

Defined benefit pension plan

Group insurance

Telework equipment

Job summary

Desjardins is seeking a detail‑oriented Member/Client Sales and Service Associate to support account managers with financing operations. You will prepare documentation, enter data, update financial statements, and track follow‑ups while ensuring compliance and timely processing.

You will also monitor lines of credit, handle loan contracts and guarantee forms, and coordinate with members to obtain signatures. A two‑year experience minimum and French language proficiency are required.

Qualifications

• Attestation of Collegial Studies required.
• Two years of relevant experience minimum.
• Knowledge of French essential.
• Ability to compile financial statements and know loan/guarantee contracts.

Responsibilities

• Prepare documentation for meetings, enter data, update financial statements and profiles.
• Verify and record activity and transactions (payouts, renewals, financing offers, loan contracts, notary docs).
• Finalize documents after meetings and note follow-ups.
• Monitor line of credit, determine coverages, update system accordingly.
• Process files/reports, purge and archive records per policies.
• Contact members/clients to obtain missing signatures or documents.
• Ensure files meet deadlines and quality standards.
• Follow security policies for transactions and operations.

Skills

Communication

Interpersonal skills

Adaptability

Data entry

Financial awareness

Education

Attestation of Collegial Studies

Tools

Loan contracts knowledge

Compliance with regulations

Job description

The incumbent supports account managers by performing operational tasks assigned by the sales teams related to financing products and services. More specifically, you will be required to:

• Prepare documentation for member and client meetings, including entering data, updating member financial statements and profiles, performing profitability analyses and taking note of sales opportunities for the account managers.
• Follow the instructions given by the tool. Add, verify and record activity and transactions (e.g., payouts, renewals, financing offers and changes, loan contracts, guarantee forms, notary and discharge documentation, register of personal and movable real rights registration).
• Finalize documents following member and client meetings by updating information in their files, taking note of follow-ups and updating their financial statements.
• Perform tasks related to line of credit monitoring, such as conducting a preliminary analyses to determine necessary coverages and adding changes and updates to the system as required.
• Process files and reports as needed (e.g., loan and guarantee follow-ups). Perform document filing and management tasks, including purging and archiving, according to practices and rules in effect.
• Contact members and clients as needed to follow up on missing documents or documents requiring signatures.
• 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.

#LI-Hybrid

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
• Knowledge of financing and credit management practices related to businesses
• Familiarity with compliance requirements for regulations on the distribution of financial products and services
• 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 service standards.

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!

Trade Union (If applicable)

Job Family

Member/client sales and service (FG)

Unposting Date

2026-11-10