Client Financial Services Agent Business

“We look for people who are sincere, ready to learn, and take pride in doing their work well every day.” — Hiring Team, Desjardins

Who is Hiring?

Desjardins is committed to providing a reliable, respectful workplace where every employee's contribution is recognized and supported.

What is the Role?

We are looking for an energetic Client Financial Services Agent Business to join our team in Hybrid work in Toronto, India (Hybrid (Hybrid work in Toronto)). You will play a helpful, everyday role in making sure daily tasks are completed on time.

What Will Your Daily Work Look Like?

• College diploma in a related field
• A minimum of two years of relevant experience
• Take ownership of daily operational duties for the Client Financial Services Agent Business role with accuracy and care.
• Work collaboratively with team members to keep daily workflows running smoothly and efficiently.
• Maintain organized records, documentation, and communicate regular progress to department leads.

Who Can Apply?

• 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*

Salary & Working Details

• Salary Package: ₹53,809 – ₹73,988 per month (based on experience).
• Job Nature: Full Time • Hybrid (Hybrid work in Toronto).
• Additional Perks: Timely payments, leave benefits, and a helpful, friendly work culture.