Client Financial Services Agent supporting business banking clients at Desjardins cooperative. Managing account documentation, sales support, client relationships, and business development activities.
About the role
- Financial Services Agent providing excellent customer service and financial solutions to support clients. Collaborating with personal finance advisors to enhance member service experience.
Responsibilities
- Support members and clients by telling them existing applications and technological tools that can help them do transactions and operations on their own
- Welcoming members and customers warmly and courteously, quickly ascertains members' and customers' needs in order to direct them to individuals who can assist them or to alternative distribution channels
- Work in collaboration with personal finance advisors and improve the service offered to members.
Requirements
- Regardless of your experience or education, if you’ve always wanted to work in the financial services industry, send us your application.
- Our recruiters will contact you to find the job best suited to your career goals.
Benefits
- 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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Director guiding Quebec and Atlantic Canada advisors on portfolio construction, risk, and communication. Supporting Manulife’s investment consulting program through referrals and advisor engagements.
Director of FP&A leading budgeting, forecasting, KPI analytics, and strategic finance for Polycor, a global natural stone industry leader. Driving profitability, capital allocation, and operational performance.
Structured finance analyst evaluating securitized products and fund structures for S&P Global Ratings. Delivering credit opinions, surveillance, committee materials, and AI - enabled analytical workflows.
GE HealthCare marketing process leader implementing Zero - Based Budgeting across global healthcare markets. Governing investment planning, funding, reporting, and adoption.
Financial Analyst supporting Circular Materials, a national recycling producer - responsibility organization. Managing FP&A, budgeting, forecasting, reporting, financial analysis, and dashboards remotely in Canada.
Senior Financial Analyst partnering with Semperis, a cybersecurity company, on integrated forecasting, reporting, and analysis. Scaling FP&A processes and advising leaders on financial decisions.
Financial Analyst turning complex data into actionable insights for Xpera, Canada’s national risk mitigation services provider. Improving FP&A, CRM, reporting, modeling, and decision - making.
Financial Planner providing personalized advice and investment solutions to TD Wealth clients. Building relationships, developing business, and helping mass affluent clients achieve financial goals.
Senior Accountant overseeing financial close, reporting, tax filings, and audits for Innergex, an independent renewable energy producer. Improving accounting processes and systems while supporting budgeting and financial analysis.