Elevate your career at Desjardins as a Client-Focused Financial Services Agent, specializing in member documentation and follow-ups. Leverage your financial knowledge to enhance client experiences.This position emphasizes robust organizational skills and the ability to manage documents accurately. You will conduct profitability analyses and maintain compliance while preparing essential documentation. Two years of relevant experience and a solid understanding of loan contracts are vital to success in this role.Key Responsibilities:Prepare essential meeting documentation for clientsConduct profitability analyses for enhanced client serviceFinalize documents and update member financial statementsMonitor line of credit and manage document filingEnsure adherence to policies and secure transaction handlingRequirements:Attestation of Collegial Studies necessaryAt least two years of financial services experienceFluency in French requiredStrong understanding of operational and compliance standardsKnowledge of financial product distributions and market competitionFoster strong client relationships and deliver quality financial services at Desjardins.

📌 Client-Focused Financial Services Agent (Thetford Mines)
🏢 Desjardins
📍 Thetford Mines