Support business financing teams at Desjardins through accurate financial data entry, documentation, and operational follow-up activities. This hybrid prospect requires French knowledge.
As a Financial Services Agent, you support account managers with financing products and services assigned by sales teams. You prepare meeting documentation, update member financial statements and profiles, perform profitability analyses, and record sales opportunities. You also process transactions, contracts, guarantees, and related documentation while maintaining complete files.
Key Responsibilities: Prepare documentation for member and client meetings
Enter and verify financial activities and transactions
Update files, profiles, and financial statements
Monitor lines of credit and required coverages
Follow up on missing documents and signatures
Requirements: Attestation of Collegial Studies
At least two years of relevant experience
Knowledge of French
Ability to compile financial statements
Knowledge of financing and credit management practices
Bring financial data entry, documentation, and business financing knowledge to Desjardins sales support operations.

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📌 Business Financing Services Agent (Quebec City)
🏢 Desjardins
📍 Quebec City