Financial Services Agent, Clientele

Desjardins

. Support account managers by performing operational tasks related to financing products and services .

Posted 10/27/2026full-timeTrois-Rivières • CanadaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial documentation, data entry, and compliance with operational procedures in the financial services sector. Proficient in compiling financial statements and managing loan and guarantee contracts while ensuring adherence to service standards.

Highest-signal resume keywords

Financial Statement CompilationLoan And Guarantee Contracts KnowledgeFinancing And Credit Management PracticesOperational Procedures Related To FinancingKnowledge Of French

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data EntryFinancial AnalysisDocument PreparationTransaction RecordingFile ManagementCompliance KnowledgeSales Support ActivitiesCredit MonitoringProfitability AnalysisOperational Task Support

Soft Skills

Effective CommunicationInterpersonal SavvySituational Adaptability

Certifications & Qualifications

Attestation Of Collegial Studies

Industry Keywords

Financial Products And ServicesCaisseDesjardins Distribution NetworksRegulatory ComplianceFinancial Services Cooperative

About the role

Key responsibilities & impact

Support account managers by performing operational tasks related to financing products and services
Prepare documentation for member and client meetings, including data entry, updating financial statements and profiles, profitability analyses, and recording sales opportunities
Add, verify, and record activities and transactions such as payouts, renewals, financing offers and changes, loan contracts, guarantee forms, notary and discharge documentation, and registrations
Finalize documents after meetings by updating files, recording follow-ups, and updating financial statements
Monitor lines of credit by conducting preliminary analyses to determine necessary coverages and updating systems
Process files and reports, including loan and guarantee follow-ups
File, purge, and archive documents according to applicable practices and rules
Contact members and clients regarding missing documents or documents requiring signatures
Ensure files are complete and comply with deadlines and quality standards
Follow policies, practices, and standards for secure transactions and operations

Requirements

What you’ll need

Attestation of Collegial Studies
A minimum of two years of relevant experience
Other combinations of qualifications and relevant experience may be considered
Knowledge of French is required
Ability to compile financial statements
Knowledge of loan and guarantee contracts
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 operational procedures related to financing and sales support activities
Knowledge of service standards
Communicates effectively, Interpersonal Savvy, 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