French-speaking financial services expertise meets client service in this hybrid Desjardins position focused on accounts, transactions, and sales.
As a Client Financial Services Agent, you will support members and clients after appointments, answer operational questions, and present products and services. You will also maintain files, support account managers, and contribute to business development. The role requires financial data entry, business product knowledge, and secure transaction practices.
Key Responsibilities: Complete appointment documentation and obtain member and client signatures
Open accounts and present or close products and services
Direct members and clients in using available products




Confirm planned transactions and make requested courtesy calls
Maintain complete files within quality deadlines and standards
Requirements: Attestation of Collegial Studies
Minimum three years of relevant experience
Knowledge of French
Ability to create financial statements and enter financial data
Knowledge of business financing, credit, and compliance practices
Apply financial services knowledge, French communication, and client focus while supporting Desjardins members and business relationships.

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📌 Desjardins Financial Services Advisor (Quebec City)
🏢 Desjardins
📍 Quebec City