Financial Services Agent – Clientele (Business)

  • Anywhere


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!Job LevelNV-04The incumbent supports account managers by performing operational tasks assigned by the sales teams related to financing products and services.General Information on the PositionMain ResponsibilitiesPrepare documentation for member and client meetings, including entering data, updating member financial statements and profiles, performing profitability analyses and taking note of sales opportunities for the account managers.Follow the instructions given by the tool. Add, verify and record activity and transactions (e.g., payouts, renewals, financing offers and changes, loan contracts, guarantee forms, notary and discharge documentation, register of personal and movable real rights registration).Finalize documents following member and client meetings by updating information in their files, taking note of follow-ups and updating their financial statements.Perform tasks related to line of credit monitoring, such as conducting a preliminary analyses to determine necessary coverages and adding changes and updates to the system as required.Process files and reports as needed (e.g., loan and guarantee follow-ups). Perform document filing and management tasks, including purging and archiving, according to practices and rules in effect.Contact members and clients as needed to follow up on missing documents or documents requiring signatures.Ensure files are complete and in compliance with all applicable deadlines and standards for quality.Respect all policies, practices and standards in effect for conducting transactions and operations securely.Other working conditionsWorkplace: The work arrangement for the position is hybrid work #LI-HybridNumber of jobs available¬†: 1QualificationsAttestation of Collegial StudiesA minimum of 2 years of relevant experiencePlease note that other combinations of qualifications and relevant experience may be consideredFor vacant positions available in Quebec, please note that knowledge of French is requiredSpecific knowledge Ability to compile financial statementsKnowledge of loan and guarantee contractsKnowledge of products and services for businesses and those offered by caisses, components and Desjardins distribution networks and those of the competitionAbility to enter financial data in the systemsKnowledge of financing and credit management practices related to businessesFamiliarity with compliance requirements for regulations on the distribution of financial products and servicesUnderstanding of the philosophy and inner workings of a financial services cooperativeKnowledge of operational procedures related to financing and sales support activitiesKnowledge of service standards.Desjardins Cross-sector skillsAction oriented, Customer Focus, Differences, Nimble learningKey competencies for the jobCommunicates effectively, Interpersonal Savvy, Situational adaptabilityWork Location905, rue Gauthier DrummondvilleTrade UnionNon Syndiqu√©Unposting Date2022-08-12Job FamilyMember/client sales and service (FG)Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.