Talent.com
Desjardins
Financial Services Agent, Clientele, BusinessDesjardins • Oshawa, Durham Region, CA
Financial Services Agent, Clientele, Business

Financial Services Agent, Clientele, Business

Desjardins • Oshawa, Durham Region, CA
2 days ago
Job type
  • Full-time
Job description

Responsibilities

  • The incumbent works in close collaboration with account managers to maintain business relationships with members and clients by carrying out sales support activities. More specifically, you will be required to :
  • Complete documentation following appointments with members and clients by meeting with them to obtain signatures, answering questions related to operations, opening accounts and presenting and closing sales of products and services (e.g., the Business Freedom Solutions plan). Direct and assist members and clients in using the services.
  • Help prioritize weekly activities for account managers and plan upcoming follow-ups and solicitation activities.
  • As needed, contact members and clients to confirm planned transactions. Make courtesy calls upon request by the account managers.
  • Help prepare and deliver presentations targeted at members and clients and follow up on them as needed.
  • Contribute to business development by participating in a variety of solicitation activities.
  • Use contacts with members and clients to build strong business relationships. Listen carefully to their needs to ensure full satisfaction and make the most of sales opportunities, and keep files up-to-date.
  • 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.

Qualifications

  • Attestation of Collegial Studies
  • A minimum of three years of relevant experience
  • Other combinations of qualifications and relevant experience may be considered
  • Strong communication skills in both French and English, both oral and written due to the nature of the duties or work tools or because the position involves interactions with English‑speaking partners, members and/or clients.
  • Action oriented, effective communication, customer focus, interdisciplinary, interpersonal skills, nimble learning, situational adaptability.

Benefits

  • Competitive salary and annual bonus
  • 4 weeks of flexible vacation starting in the first year
  • Defined benefit pension plan providing predictable, stable income throughout retirement
  • Group insurance including telemedicine
  • Reimbursement of health and wellness expenses
  • Benefits apply based on eligibility criteria.

Employer Information

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. 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 Family

Member/client sales and service (FG)

Trade Union (If applicable)

Trade Union

Unposting Date: 2026-05-14

#J-18808-Ljbffr
Create a job alert for this search

Financial Services Agent, Clientele, Business • Oshawa, Durham Region, CA

Similar jobs

Customer Service Agent - 50k-60k/Year - Remote

Spade RecruitingWhitby, Ontario
Remote
Full-time
Quick Apply

We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day pr... Show more

 • Promoted

French Private Tutoring Jobs Beaverton

SuperprofBeaverton, Canada
Full-time +1

Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Show more

 • Promoted

Complete Online Surveys For Cash (Up to $25/per)

Earn HausBrock, ON, CA
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

Earn Cash From Taking Surveys Online

Earn HausBrock, ON, CA
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

Freight Broker (Operating) Agent - Challenger (All Locations)

Challenger Motor FreightAjax, Ontario, CA
Remote
Full-time
Quick Apply

Challenger is seeking motivated individuals to join our team as Freight Broker (Operating) Agent.As a Freight Broker Agent, you'll play a pivotal role in expanding our customer base and providing t... Show more

 • Promoted

Partnership Development Advisor - Spanish Required

Cuso InternationalPickering, Ontario
Permanent

This Volunteer Placement is Located in:.Please submit a Spanish Resume and Statement of Interest.Open to Canadian Citizens and Permanent Residents of Canada only.Join Cuso International in an excit... Show more

 • Promoted

Finance Private Tutoring Jobs Oshawa

SuperprofOshawa, Canada
Full-time +1

Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Show more

 • Promoted

English Private Tutoring Jobs Beaverton

SuperprofBeaverton, Canada
Full-time +1

Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Show more

 • Promoted

Client-Focused Financial Services Agent

DesjardinsOshawa, Durham Region, CA
Full-time

Elevate client relations and sales as a Financial Services Agent at Desjardins.Collaborate with account managers to drive member satisfaction and sales efficiency with each client interaction.Desja... Show more

 • Promoted

Organizational Wellbeing Advisor (E-Volunteer) - Spanish Required

Cuso InternationalScugog, Ontario
Permanent

Online placement (E-Volunteer).Please submit a Spanish Resume and Statement of Interest.Open to Canadian Citizens and Permanent Residents of Canada only.Cuso International is seeking a remote volun... Show more

 • Promoted

Chinese Private Tutoring Jobs Beaverton

SuperprofBeaverton, Canada
Full-time +1

Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Show more

 • Promoted

Customer Service - Work from Home - 50k-60k / Year

Spade RecruitingBrock, Ontario
Remote
Full-time
Quick Apply

We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day pr... Show more

 • Promoted

Remote Benefits Sales Associate

Spade RecruitingBrock, None, CA
Remote
Full-time +1

We are a well-established provider of supplemental benefits, dedicated to delivering value, transparency, and exceptional service to working families.Our team is growing, and we are currently seeki... Show more

 • Promoted

Dynamic Financial Advisor Building Sustainable Client Relationships

Co-operatorsOshawa, Durham Region, CA
Full-time

Join as a Financial Advisor, shaping a successful insurance agency while enhancing client financial well-being.Engage with your community and create meaningful ties through personalized financial s... Show more

 • Promoted

Bilingual Financial Advisor — FR/EN, Client Strategy

Opal Corporate ConnectionsOshawa, Durham Region, CA
Full-time

Une institution financière à Oshawa recherche un conseiller pour aider les clients à élaborer des stratégies.Le candidat doit avoir au moins 3 ans d'expérience dans le secteur bancaire et être bili... Show more

 • Promoted

Spanish Private Tutoring Jobs Beaverton

SuperprofBeaverton, Canada
Full-time +1

Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Show more

 • Promoted

Remote Freight Broker (Operating) Agent - Challenger (All Locations)

Challenger Motor FreightAjax, Ontario, CA
Remote
Full-time
Quick Apply

Challenger is seeking motivated individuals to join our team as Freight Broker (Operating) Agent.As a Freight Broker Agent, you'll play a pivotal role in expanding our customer base and providing t... Show more

 • Promoted

Finance Private Tutoring Jobs Beaverton

SuperprofBeaverton, Canada
Full-time +1

Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Show more