Excel as a Financial Services Agent with Desjardins, supporting account managers in operational tasks related to financing products and services. Focus on document preparation, financial analysis, and client follow-ups in this agile role. As a Financial Services Agent with Desjardins, you will support account managers by handling a variety of operational tasks.

Your expertise will include preparing meeting documentation, updating financial statements, and analyzing profitability. Additionally, you will monitor line of credit activities and ensure compliance with all relevant regulations and standards. Key Responsibilities:

- Prepare documentation for client and member meetings
- Conduct profitability and financial analyses for accounts




- Update financial statements and client profiles
- Monitor and process loan and guarantee documents
- Manage filing, archiving, and document compliance requirements

Requirements:

- Attestation of Collegial Studies or equivalent
- Minimum two years of relevant experience
- Proficiency in French and financial data entry
- Knowledge of loan and guarantee contracts
- Familiarity with compliance in financial services

Bring your financial expertise and client-focused mindset to Desjardins as a Financial Services Agent.

📌 Financial Services Agent at Desjardins (Chaudière-Appalaches)
🏢 Desjardins Group
📍 Chaudière-Appalaches