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A leading financial services cooperative is seeking an Account Manager to develop and maintain strategic client relationships within the commercial sector. In this role, you will leverage your extensive experience to promote products and strategies to enhance business growth while ensuring client satisfaction. Candidates should have a bachelor's degree and at least eight years in a similar role. Knowledge of French is essential, and a commitment to equity, diversity, and inclusion is expected.
The incumbent is responsible for prospecting, soliciting, developing and maintaining business relationships with major strategic clients operating in the commercial sector, with a view to promoting and selling products and services in order to grow the centre’s business. He or she uses his/her in-depth technical and business skills to represent, negotiate and engage companies as part of strategic agreements of great importance to the centre's business. He or she ensures consistency and balance between sales objectives, sound and prudent risk management, portfolio profitability and member, client and partner satisfaction. He or she also acts as leaders and influencers to a variety of parties and share his/her expertise with unit members as necessary. More specifically, you will be required to:
Initiate, develop and maintain personalized business relationships with current and potential clients in order to promote and sell the products and services offered by Desjardins.
Act as an account manager by serving as a key intermediary between the business centre and members and clients. Ensure proper usage and updating of, as well as satisfaction with the products and services offered. Analyze sources of dissatisfaction and recommend potential solutions.
Identify and analyze member and client needs, develop personalized solutions and prepare an integrated service offering. Negotiate applicable conditions with members and clients.
Recommend strategies and solutions for achieving objectives by the business centre such as increased business volume, sound risk management, portfolio profitability and stronger business relationships.
Use intelligence to identify opportunities for business development that will increase the competitiveness of the products and services offered.
Execute various promotional activities as part of the centre's business operations. Participate in targeted public relations activities and participate actively in the business community.
Be attentive to client and member needs to ensure their full satisfaction, seize business opportunities and, as needed, refer them to the right person to meet their needs.
Adhere to all policies, practices and standards in effect, as well as the various laws governing the distribution of financial products and services. Provide sound and prudent risk management for all portfolios under their responsibility.
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.
What you bring to the table
Bachelor's degree in a related field
A minimum of eight years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Knowledge of French is required
The incumbent is responsible for prospecting, soliciting, developing and maintaining business relationships with major strategic clients operating in the commercial sector, with a view to promoting and selling products and services in order to grow the centre’s business. He or she uses his/her in-depth technical and business skills to represent, negotiate and engage companies as part of strategic agreements of great importance to the centre's business. He or she ensures consistency and balance between sales objectives, sound and prudent risk management, portfolio profitability and member, client and partner satisfaction. He or she also acts as leaders and influencers to a variety of parties and share his/her expertise with unit members as necessary. More specifically, you will be required to:
Initiate, develop and maintain personalized business relationships with current and potential clients in order to promote and sell the products and services offered by Desjardins.
Act as an account manager by serving as a key intermediary between the business centre and members and clients. Ensure proper usage and updating of, as well as satisfaction with the products and services offered. Analyze sources of dissatisfaction and recommend potential solutions.
Identify and analyze member and client needs, develop personalized solutions and prepare an integrated service offering. Negotiate applicable conditions with members and clients.
Recommend strategies and solutions for achieving objectives by the business centre such as increased business volume, sound risk management, portfolio profitability and stronger business relationships.
Use intelligence to identify opportunities for business development that will increase the competitiveness of the products and services offered.
Execute various promotional activities as part of the centre's business operations. Participate in targeted public relations activities and participate actively in the business community.
Be attentive to client and member needs to ensure their full satisfaction, seize business opportunities and, as needed, refer them to the right person to meet their needs.
Adhere to all policies, practices and standards in effect, as well as the various laws governing the distribution of financial products and services. Provide sound and prudent risk management for all portfolios under their responsibility.
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.
What you bring to the table
Bachelor's degree in a related field
A minimum of eight years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Knowledge of French is required
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Trade Union (If applicable)
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 Family
Member/client sales and service (FG)Unposting Date
2025-07-11The Desjardins Group is a Canadian financial services cooperative and the largest federation of credit unions in North America.
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