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 signaturesOpen accounts and present or close products and servicesDirect members and clients in using available productsConfirm planned transactions and make requested courtesy callsMaintain complete files within quality deadlines and standardsRequirements:Attestation of Collegial StudiesMinimum three years of relevant experienceKnowledge of FrenchAbility to create financial statements and enter financial dataKnowledge of business financing, credit, and compliance practicesApply financial services knowledge, French communication, and client focus while supporting Desjardins members and business relationships.