Client Financial Services Agent, Business

As a client financial services agent, you work closely with account managers. You provide personalized support to business members and clients, and you assist with business development activities.
You help account managers deliver services and maintain business relationships. You manage the day-to-day and urgent needs of members and clients. You provide personalized products and services and excellent customer service, in accordance with action plans and the organization’s standards and procedures. The ability to drive results is therefore essential.
You play an important role in supporting business development. You help account managers with portfolio management, and you help collect, process and analyze specific information for your field. You help solve problems and prepare recommendations, tailoring your approach as needed. More specifically, you will be required to:
Help maintain business relationships with business members and clients by providing specialized support to address operational challenges related to their banking needs. Be attentive to their needs to ensure their full satisfaction, and act on sales opportunities
Oversee the technical side of the annual review and renewal processes for term loans to ensure proper records are kept, in accordance with the requirements of the Autorité des marchés financiers. Conduct analysis and make recommendations to account managers on rates that reflects the variable cost of funds
Help prioritize weekly activities for account managers and plan follow-ups and solicitation activities
Following meetings with members and clients, contact them to obtain the required documentation and/or signatures, answer questions related to operations and open accounts
Help account managers with portfolio management as needed to ensure that files are complete and comply with all applicable deadlines and quality standards
Contribute to business development by participating in a variety of solicitation activities
Ensure that transactions and operations are secure and comply with policies, practices and standards
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.
#LI-Hybrid
What you bring to the table
College diploma in a related field
A minimum of two years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Knowledge of French is required
Communicates effectively, Interpersonal Savvy, 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
2026-10-26