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Added 21 mins ago
NB
Associate
National Bank of Canada
Medicine Hat, AB
- Full-time
Analyze client accounts to prepare for activities that support wealth advisors in their business development
Added 22 mins ago
AH
Operational Clinical Informatics Lead
Alberta Health Services
AB · Greater Edmonton Metropolitan Area
- Full-time
…partners, supporting clinical informatics needs and related business processes. The OCIL applies advanced clinical and informatics expertise to guide CIS development, deployment, adoption,…
Added 22 mins ago
TP
Supervisor, Microbiology
Teva Pharmaceuticals
Toronto, ON
- Full-time
We’re Teva, a leading innovative biopharmaceutical company, enabled by a world-class generics business. Whether it’s innovating in the fields of neuroscience and immunology or delivering…
Added 22 mins ago
GE
Hospitality F&B Assistant Manager
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Involvement and ensure the development of Tsuut’ina Nation members – adhering to values and customs to enrich self-development of each individual.
Added 51 mins ago
M
RQ00828 - Software Developer - Full Stack - Senior
Maarut
Toronto, ON
- Contract
Strong React development experience building production applications that use SMART on FHIR launch, authorization, context, scopes, and FHIR API integration patterns.
Added 51 mins ago
SE
Field Application Engineer - Emulation
Siemens EDA (Siemens Digital Industries Software)
Ottawa, ON
- Full-time
…solutions within advanced semiconductor and electronic system development…
Added 1 hour ago
Technical Solutions Development Manager, Workspace, Google Cloud
Google
Waterloo, ON
Good understanding of the Workspace or equivalent products and a clear, business-oriented grasp of its principles and potential, be able to translate complex technical concepts into…
Added 1 hour ago
N
Department Manager, Administration
Northern/NorthMart
Toronto, ON · Greater Toronto and Hamilton Area, ON
- Full-time
…company standards, the management of company assets and the development and training of staff. The incumbent supports the rest of the store management team and fosters positive customer…
Added 1 hour ago
Outside Sales Engineer – Heat Trace, Western Canada
Spirax-Sarco Ltd.
Canada
Develop and nurture a culture of creativity in business development.
Added 1 hour ago
AI
GCP Architect
AllianceIT Inc
Canada
- Contract
Strong stakeholder communication skills; comfortable presenting architecture trade-offs and risk toboth technical and business audiences at phase-gate reviews.
Added 1 hour ago
DG
Controller
Deveraux Group of Companies
Calgary, AB
- Full-time
…have more than 10,000 apartment homes under management and in development across Western Canada and Ontario, where we are expanding our presence. From design and construction to the…
Added 1 hour ago
SL
Senior Software Engineer, Operations – Core Java & iOS focus
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Waterloo King
- Full-time
The e-Business team within Application Operations Support (AOS) develops and supports IT applications with a focus on reliability and continuous improvement. Through innovation and…
Added 1 hour ago
Land and Resource Coordinator
Amrize
Winnipeg, MB · Saskatoon, SK
The Land and Resource Coordinator is a development-focused role that provides broad exposure across Amrize’s businesses, including aggregates, ready-mix concrete, concrete products, and…
Added 1 hour ago
Plant Controller
Amrize
Saint-Constant, QC · St-Constant, Queb
The Controller is the “Business Partner” to assist in the development and implementation of product line objectives and strategies and ensure there is an effective control in the financial…
Added 1 hour ago
L
Client Operations Specialist
Leads.io
Remote, Canada
- $50,000 to $57,500 CAD / year
- Full-time
- Remote
Responsible for arranging the post-campaign reporting for our Business Developers and
Added 2 hours ago
Security Site Manager - Victoria Shopping Centre (Guardteck)
Kandor
Victoria, BC
Coaching and Development of the site’s Security Leadership Team
Added 2 hours ago
Account Manager - Calgary (Guardteck)
Kandor
Calgary, AB
Lead quarterly and annual business reviews with clients.
Added 2 hours ago
Senior Account Manager-Metro Vancouver (Guardteck)
Kandor
Burnaby, BC
Lead and elevate quarterly and annual business reviews with clients.
Added 2 hours ago
L
Acting Retail Store Manager
Lovisa
Winnipeg, MB
- Full-time
We're seeking a dynamic and results-driven Retail Store Manager to lead our store operations and drive business growth.
Added 2 hours ago
DE
Civil Design Project Manager
Davis Engineers
Brampton, ON · Regional Municipality of Peel, ON
- Full-time
Ensuring project delivery in a manner that is profitable while increasing the likelihood of repeat business from highly satisfied clients.
Added 2 hours ago
HM
Family Practitioner/General Practitioner
Health Match BC
Langley (District), BC · City of Langley, BC
- Full-time
…Aldergrove. Join a well-established clinic and get mentorship and business coaching. The team of dedicated staff have a passion for serving Aldergrove residents, but we need support.…
Added 2 hours ago
CH
DIRECTOR OF SALES AND MARKETING – 53 NORTH COLLECTION
Crescent Hotels & Resorts
AB · Edmonton, AB
- Full-time
…our health & wellness programs, best in class learning and development or our travel discounts that ‘feed your inner explorer’, we work hard to create and deliver on what YOU need. We are…
Added 3 hours ago
B
Shipper/Receiver
Boardwalk
Saskatoon, SK
- Full-time
Ability to create trust and build lasting business relationships
Added 3 hours ago
B
Warehouse Driver & Shipper / Receiver
Boardwalk
Calgary, AB
- Full-time
Ability to create trust and build lasting business relationships
Added 3 hours ago
A
Manager, Global Practice and Delivery (Solutions & Services)
Acceldata
Kitchener, ON · Toronto, ON
- Full-time
…customer time-to-value, customer satisfaction, team capability development, and operational…

Desjardins

Client Financial Services Agent Business

Tecumseh, ON, Canada
Toronto, ON, Canada
Welland, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 12, 2026
Posting language: English
Posted: Oct 28, 2026

Original job description

As a client financial services agent to Toronto Branch, you work closely with account managers. You provide personalized support to business members and clients, and you assist with business development activities. You help account managers deliver services and maintain business relationships. You manage the day-to-day and urgent needs of members and clients. You provide personalized products and services and excellent customer service, in accordance with action plans and the organization’s standards and procedures. The ability to drive results is therefore essential. You play an important role in supporting business development. You help account managers with portfolio management, and you help collect, process and analyze specific information for your field. You help solve problems and prepare recommendations, tailoring your approach as needed. More specifically, you will be required to:

Help maintain business relationships with business members and clients by providing specialized support to address operational challenges related to their banking needs. Be attentive to their needs to ensure their full satisfaction, and act on sales opportunities.
Oversee the technical side of the annual review and renewal processes for term loans to ensure proper records are kept, in accordance with the requirements of the Autorité des marchés financiers. Conduct analysis and make recommendations to account managers on rates that reflects the variable cost of funds.
Help prioritize weekly activities for account managers and plan follow-ups and solicitation activities.
Following meetings with members and clients, contact them to obtain the required documentation and/or signatures, answer questions related to operations and open accounts.
Help account managers with portfolio management as needed to ensure that files are complete and comply with all applicable deadlines and quality standards.
Contribute to business development by participating in a variety of solicitation activities.
Ensure that transactions and operations are secure and comply with policies, practices and standards.

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.

#ON06

What you bring to the table

College diploma in a related field
A minimum of two years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered

Action oriented, Customer Focus, Differences, Drive results, 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

2026-11-11

Apply About employer

More about this job

Responsibilities

The agent provides personalized support to business members and clients while assisting account managers with business development and portfolio management. They ensure operational compliance, manage daily banking needs, and contribute to the annual review and renewal processes for term loans.

Requirements

Candidates must possess a college diploma in a related field and a minimum of two years of relevant experience. Strong organizational, analytical, and customer-focused skills are required to succeed in this role.

Skills

Business development
Portfolio management
Customer service
Financial analysis
Relationship management
Sales
Problem solving
Banking operations
Data analysis
Documentation management
Communication
Time management
Attention to detail
Regulatory compliance

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

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Business Development
Portfolio Management
Banking
Customer Service
Account Management
Term Loans
Regulatory Compliance
Financial Analysis
Sales
Hybrid Work
Operations
Documentation
Client Relations
Financial Reporting
Risk Management

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