Client Financial Services Agent

Desjardins

. Work closely with account managers to maintain business relationships with members and clients through sales support activities .

Posted 10/22/2026full-timeTrois-Rivières • CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in business relationship management, sales support, and compliance with financial product regulations. Proficient in creating financial statements and understanding the operations of financial services cooperatives.

Highest-signal resume keywords

Knowledge Of FrenchAbility To Create Financial StatementsKnowledge Of Financing And Credit Management PracticesFamiliarity With Compliance RequirementsKnowledge Of Desjardins Business Processes

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Data EntrySales Presentation DeliveryAccount Opening ProceduresBusiness DevelopmentSales Opportunity Maximization

Soft Skills

Customer FocusEffective CommunicationInterpersonal SavvyAction OrientedSituational Adaptability

Certifications & Qualifications

Attestation Of Collegial Studies

Industry Keywords

Financial ProductsBusiness ServicesDesjardins Distribution NetworksService StandardsCompliance Regulations

About the role

Key responsibilities & impact

Work closely with account managers to maintain business relationships with members and clients through sales support activities
Complete documentation following appointments, obtain signatures, answer operational questions, open accounts, and present and close sales of products and services
Direct and assist members and clients in using products and services
Help prioritize account managers' weekly activities and plan follow-ups and solicitation activities
Contact members and clients to confirm planned transactions and make courtesy calls upon request
Help prepare and deliver presentations targeted at members and clients and follow up as needed
Contribute to business development through solicitation activities
Build strong business relationships, identify needs, maximize sales opportunities, and keep files up to date
Ensure files are complete and comply with applicable deadlines and quality standards
Respect policies, practices, and standards for secure transactions and operations

Requirements

What you’ll need

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
Ability to create financial statements
Knowledge of products and services for businesses and those offered by caisses, components and Desjardins distribution networks and those of the competition
Ability to enter financial data in the systems
Knowledge of financing and credit management practices related to businesses
Familiarity with compliance requirements for regulations on the distribution of financial products and services
Understanding of the philosophy and inner workings of a financial services cooperative
Knowledge of the procedures associated with opening accounts and selling complementary products and services
Knowledge of the Desjardins business processes
Knowledge of service standards
Action oriented
Communicates effectively
Customer Focus
Differences
Interpersonal Savvy
Nimble learning
Situational adaptability

Benefits

Comp & perks

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