Client Financial Services Agent, Business

The incumbent works in close collaboration with account managers to maintain business relationships with members and clients by carrying out sales support activities. More specifically, you will be required to:
Complete documentation following appointments with members and clients by meeting with them to obtain signatures, answering questions related to operations, opening accounts and presenting and closing sales of products and services (e.g., the Business Freedom Solutions plan). Direct and assist members and clients in using the above
Help prioritize weekly activities for account managers and plan upcoming follow-ups and solicitation activities
As needed, contact members and clients to confirm planned transactions. Make courtesy calls upon request by the account managers
Help prepare and deliver presentations targeted at members and clients and follow up on them as needed
Contribute to business development by participating in a variety of solicitation activities
Use contacts with members and clients to build strong business relationships. Listen carefully to their needs to ensure full satisfaction and make the most of sales opportunities, and keep files up-to-date
Ensure files are complete and in compliance with all applicable deadlines and standards for quality
Respect all policies, practices and standards in effect for conducting transactions and operations securely
What we offer*
Competitive salary and annual bonus
4 weeks of flexible vacation starting in the first year
Defined benefit pension plan that provides predictable, stable income throughout retirement
Group insurance including telemedicine
Reimbursement of health and wellness expenses and telework equipment
*Benefits apply based on eligibility criteria.
What you bring to the table
Attestation of Collegial Studies
A minimum of three years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Knowledge of French is required
Action oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptability
Equity, Diversity, Inclusion and Accessibility
At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.
If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!
Trade Union (If applicable)
Job Family
Member/client sales and service (FG)
Unposting Date
2026-10-15