Client Financial Services Agent

Desjardins

Hybrid client financial services agent supporting Desjardins business banking sales and account managers. Maintaining member relationships, handling account operations, and developing client opportunities.

Posted 8/19/2026full-timeAmos • 🇨🇦 CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relationship management, sales support, and compliance with financial services regulations. Proficient in creating financial statements and understanding business financing practices, with a strong focus on customer satisfaction and effective communication.

Highest-signal resume keywords

Client Relationship ManagementFinancial Statement CreationSales Support ActivitiesCompliance with Financial RegulationsKnowledge of Business Financing Practices

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial Statement CreationData EntrySales TechniquesAccount Opening ProceduresKnowledge of Financial ProductsBusiness DevelopmentCompliance RequirementsCredit Management PracticesService StandardsDocumentation Management

Soft Skills

Effective CommunicationCustomer FocusInterpersonal SavvyAction OrientedSituational Adaptability

Certifications & Qualifications

Attestation of Collegial Studies

Industry Keywords

Financial ServicesBusiness Freedom SolutionsDesjardins Distribution NetworksCaisseFinancial Products and ServicesBusiness FinancingClient SatisfactionSales OpportunitiesBusiness RelationshipsSolicitation Activities

About the role

Key responsibilities & impact

Work in close collaboration with account managers to maintain business relationships with members and clients through sales support activities
Complete documentation following appointments with members and clients
Meet with members and clients to obtain signatures and answer questions related to operations
Open accounts and present and close sales of products and services, including the Business Freedom Solutions plan
Direct and assist members and clients in using products and services
Help prioritize weekly activities for account managers and plan follow-ups and solicitation activities
Contact members and clients to confirm planned transactions
Make courtesy calls upon request by account managers
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 with members and clients
Identify client needs, ensure satisfaction, and maximize sales opportunities
Keep files up to date and ensure they are complete and compliant with 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
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
Reimbursement of telework equipment