Join Desjardins as a Financial Services Agent, delivering exceptional client support through documentation preparation and profitability analysis. This role requires solid attention to detail and effective communication skills.

As a Financial Services Agent, you will play a crucial role in meeting client needs and updating financial statements. You'll ensure compliance while performing monitoring tasks and managing documents related to loans and guarantees. A minimum of two years of experience and knowledge of financial practices are crucial for success in this role.

Key Responsibilities:
• Prepare documentation for client meetings and sales opportunities
• Update member financial statements and profiles as necessary




• Conduct profitability analyses and monitor line of credit activities
• Ensure completeness of files and compliance with deadlines
• Communicate with clients for follow-ups on document requirements

Requirements:
• Attestation of Collegial Studies required
• Minimum of two years of relevant experience
• Knowledge of French is necessary
• Understanding of financing and credit management practices
• Familiarity with compliance regulations in finance

Drive client satisfaction and financial accuracy at Desjardins as a Financial Services Agent.
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📌 Financial Services Agent at Desjardins (Quebec City)
🏢 Desjardins
📍 Quebec City