Financial Services Agent, Operations

Job summary

The incumbent supports account managers by preparing documentation, entering financial data, and performing operational tasks related to financing products. They also ensure file compliance, monitor lines of credit, and maintain communication with members and clients to finalize transactions.

Job details

The incumbent supports account managers by performing operational tasks assigned by the sales teams related to financing products and services. More specifically, you will be required to : Prepare 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. What we offer* 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 *Benefits apply based on eligibility criteria. #LI-Hybrid What you bring to the table Attestation of Collegial Studies A minimum of two years of relevant experience Please note that 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 Action oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptability Equity, Diversity, Inclusion and Accessibility 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! Trade Union (If applicable) Job Family Member/client sales and service (FG) Unposting Date 2026-09-25

What you’ll do

The incumbent supports account managers by preparing documentation, entering financial data, and performing operational tasks related to financing products. They also ensure file compliance, monitor lines of credit, and maintain communication with members and clients to finalize transactions.

Requirements

Candidates must have an Attestation of Collegial Studies and a minimum of two years of relevant experience. Proficiency in financial statement analysis, loan documentation, and knowledge of business financing practices is required.

Benefits

• Competitive salary • Annual bonus • 4 weeks of flexible vacation • Defined benefit pension plan • Group insurance • Telemedicine • Reimbursement of health and wellness expenses • Telework equipment

Listed skills

• Customer service · Preferred
• Financial Reporting · Preferred
• interpersonal skills · Preferred
• Compliance · Preferred
• Communication · Preferred
• Data entry · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial statement analysis
• Loan contract management
• Guarantee documentation
• Credit management
• Data entry
• Compliance
• Sales support
• Customer service
• Financial reporting
• Operational procedures
• Documentation management
• Communication
• Situational adaptability
• Interpersonal skills
• Customer focus
• Product Knowledge
• Sales Support
• Action Oriented
• Notary Services
• Experimental Learning
• Service Standards
• Adaptability
• Management
• Customer Service
• Credit Management
• Equities
• Sales
• Financial Services
• Financial Data
• Financial Statements
• French Language
• Loans
• Operations
• Telehealth
• Filing

Job areas

• Finance & Accounting
• Administrative
• Customer Service & Support
• Sales
• Financial Services Agent
• Financial Operations Specialist
• Credit and Loans Officers
• Loan Interviewers and Clerks