Account Manager, Mortgage Broker Network

Desjardins Group; Ottawa; Remote; CAD 50,000 - 75,000; Full time

Job summary

A leading financial services organization is seeking a personal advisor to build and maintain strong relationships with clients. The role involves tailored service, data analysis, and achieving sales objectives while ensuring client satisfaction. Successful candidates will hold a Bachelor's degree and have extensive experience in a client-facing role. This position offers competitive salaries, a pension plan, and comprehensive benefits including flexible vacation and health reimbursements.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Reimbursement of telework equipment

Qualifications

• Minimum of four years of relevant experience required.
• Advanced proficiency in English necessary.
• Knowledge of French required for positions in Quebec.

Responsibilities

• Set goals and advise members and clients.
• Collect, compile and analyze data; prepare reports.
• Oversee portfolios and assess customer satisfaction.

Skills

Interpersonal Savvy

Analytical Skills

Sales Skills

Education

Bachelor's degree in a related field

Job description

As a personal advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You provide service tailored to client needs in accordance with current strategies and practices. You develop and maintain business relationships with important clients. You drive results by promoting and selling products and services in accordance with your unit’s business objectives and strategies. You balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction. You work with clients with complex and diverse needs and significant development potential for your sector. You analyze member/client needs, develop and implement personalized solutions, and present integrated service offers. Your complex work and initiatives require extensive knowledge of your line of business. You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into important agreements with clients. You also have many opportunities to establish and negotiate product and service terms. Interpersonal savvy is therefore essential. More specifically, you will be required to :

• Set goals and advise members and clients on the best solutions and strategies

• Collect, compile and analyze data. Prepare reports and recommendations

• Oversee portfolios. Assess customer satisfaction and service quality, follow up, and make improvements as needed

• Monitor the industry to stay on top of the latest trends, opportunities and best practices in your field

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 four years of relevant experience

• Please note that other combinations of qualifications and relevant experience may be considered

• Knowledge of French is required for positions in Quebec

• Advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients

Drive results, Interpersonal Savvy

#LI-Remote

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

2025-06-19