Account Representative, Client Relations (Toronto)

CMHC; Toronto; On-site; CAD 70,000 - 85,000; Full time

Job summary

A leading housing organization in Toronto is seeking an Account Representative for Client Relations. This temporary role involves developing client relationships, analyzing market data, and delivering presentations. Candidates should have at least five years of experience in financial services, particularly with mortgage products, and a strong educational background in relevant fields. A driver's license is also required for client visits throughout the Greater Toronto Area.

Qualifications

• Minimum five years of experience in financial services, particularly in mortgage products.
• In-depth knowledge of mortgage lending activities and services for owner-occupied and multi-family dwellings.
• Valid driver's license and access to a vehicle for travel.

Responsibilities

• Develop and maintain strong ties with financial institution partners.
• Analyze information to develop and execute sales strategies.
• Manage and optimize client portfolio.

Skills

Client relationship management

Sales strategies

Market analysis

Presentation skills

Education

Post-secondary education in Finance, Sales, Marketing or Business

Job description

About CMHC

The work you do and the work we do together matters. We come to work every day with a common purpose: to contribute to a well-functioning housing system.

At CMHC, we hold ourselves accountable for our results and support our colleagues in their achievements. We thrive on collaboration, connecting across CMHC and involving the right people to get our work done. Our leadership style is guided by trust, where our leaders favour an adaptive approach based on the needs of their teams.

Join us and be part of a team that's committed to making a real difference and be part of something meaningful.

About the role

Join the Commercial Solutions team in the Account Representative, Client Relations position. In this role, you will establish and maintain strong business relationships with internal and external clients and/or industry stakeholders while identifying opportunities for stronger partnerships with CMHC. This role will develop and manage a portfolio of clients location throughout the Eastern Greater Toronto Area (GTA) and surrounding area.

This is a temporary position of a duration of 24 months.

What you’ll do:

• Develop and maintain strong ties and long-term relationships with financial institution partners and recognize business opportunities.
• Analyze and synthesize a wide variety of information, such as volume reports, client activity profiles and market analysis data, to develop and execute sales strategies to promote CMHC mortgage loan insurance within a portfolio of mortgage professionals.
• Manage the relationship with clients in your portfolio, including business volumes, client activity profile, lender retention, lender usage of CMHC’s interface software, and increased visibility through planned client visits, training programs and business development initiatives.
• Deliver presentations and training at client events and participate in training and information activities as part of strategic client support.
• Develop and manage your assigned portfolio, including the budget and other resources, to ensure optimum client service and efficiency.

What you should have:

• A post-secondary education in a relevant field such as Finance, Sales, Marketing or Business.
• A minimum of five years of experience in the financial services industry and/or within a credit union with a focus on mortgage products.
• In-depth knowledge of mortgage lending activities and services for owner-occupied, multi-family dwellings.
• Excellent marketing and business development skills, with a flair for delivering effective group presentations and training.
• The ability to build and maintain client relationships and recognize business opportunities.
• A valid driver's license and access to a vehicle would be required to complete travel for on-site client visits throughout the Eastern Greater Toronto Area (GTA) and surrounding area.

Nice to have:

• Knowledge of CMHC's mortgage loan insurance products.
• A strong understanding of mortgage underwriting.

Our commitment to diversity, equity, and inclusion

We’re committed to employment equity and encourage women, Indigenous Peoples, persons with disabilities, veterans and persons of all races, ethnicities, religions, abilities, sexual orientations, and gender identities and expressions to apply. We also welcome applications from non-Canadians who are eligible to work in Canada.

CMHC is an inclusive workplace where diversity of thought – and of people – are recognized, valued, and considered essential to achieving our mission.