Senior Account Manager Real Estate Financing Group

Desjardins Group; Ottawa; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial services firm in Ottawa seeks a highly experienced professional to manage complex financing projects and client relationships. The ideal candidate will have a Bachelor's degree, at least nine years of relevant experience, and knowledge of French. Responsibilities include managing a real estate financing portfolio worth up to $750 million, providing expert advice, and ensuring client satisfaction. The role offers a competitive salary with annual bonuses, a defined benefit pension plan, and flexible vacation.

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

Qualifications

• Minimum of nine years of relevant experience.
• Knowledge of French is required.
• Other combinations of qualifications and experience may be considered.

Responsibilities

• Provide expert advice on complex financing projects.
• Manage a real estate financing portfolio.
• Analyze and review financing files.
• Communicate with company officers for financial analysis.
• Maintain personalized business relationships with clients.
• Act as an account manager between the business centre and clients.
• Use intelligence to identify opportunities for business development.

Skills

Communication skills

Customer focus

Interpersonal savvy

Action-oriented

Drive results

Nimble learning

Education

Bachelor's degree in a related field

Job description

Overview

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 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.

Responsibilities

• Provide expert advice on carrying out complex financing projects (e.g., land loans, pre-development loans, land servicing loans, construction envelopes, interim construction loans including high-rise condominiums, commercial and residential mortgages) that entail major financing needs ($10 million +).

• Carry out all advisory support activities that could lead to concluding major transactions. You will manage a real estate financing portfolio ranging in value from $250 million to $750 million and composed of land loans, construction envelopes, interim construction loans, and commercial and residential mortgages. Be responsible for an annual business volume of $150+ million or more with fee target at $500k+.

• Analyze and review financing files and implement methods for monitoring financial commitments so as to soundly manage the loan portfolio.

• Define the key issues for the sector; assess the file’s risks; prepare, present and make recommendations for granting credit and perform all advisory support activities that could lead to concluding major transactions, in accordance with the organization's policies and practices.

• Communicate with company officers to obtain all financial information pertinent to the financial analysis of the file.

• 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 nine years of relevant experience

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

• Knowledge of French is required

Action oriented, Communicates effectively, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

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 2026-02-13