Support Desjardins members and clients through financial sales support, account opening, documentation, and business relationship management. French knowledge is required for this client-facing position.

As a Client Financial Services Agent, you collaborate closely with account managers on member and client relationships. You complete follow-up documentation, answer operational questions, present products and services, and support business development. The work includes financial data entry, account procedures, and secure transaction practices.

Key Responsibilities:

- Complete appointment documentation and obtain required member signatures
- Open accounts and present complementary products and services
- Prioritize account manager activities and schedule follow-ups




- Confirm planned transactions and make requested courtesy calls
- Maintain complete files meeting 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 and credit management practices

Bring financial services knowledge, customer focus, and effective communication to Desjardins member and client sales support.

📌 Desjardins Financial Services Sales Agent (Canada)
🏢 Desjardins
📍 Canada