Job Description

As a Desjardins Securities account manager, you have a considerable impact on the organization by helping promote services and maintain business relationships with members and clients. You represent and negotiate on behalf of Desjardins and enter the organization into strategic agreements with clients. You balance portfolio profitability with client/partner satisfaction. You develop and maintain strategic business partnerships with members, clients, businesses, associations and groups to ensure they are getting the most of their products and services and are fully satisfied with them. You drive results by actively helping your unit achieve its sales and business development objectives. You are responsible for prestige accounts with significant development potential for your sector or the organization. You work with clients with highly complex, diverse needs. The ability to communicate effectively and thoroughly understand clients’ expressed needs is therefore essential. Your highly complex work and initiatives require extensive knowledge of the organization and your line of business. You lead, influence and serve as expert advisor to clients and practitioners. You represent Desjardins and enter the organization into important agreements with clients. You also have considerable leeway and many opportunities to establish and negotiate product and service terms. Interpersonal savvy is therefore essential. More specifically, you will be required to :

In partnership with the network, offer and sell wealth management services to large account holders while forging and maintaining lasting, professional and personalized business relationships
Contribute to business development by growing client portfolios and increasing complementary services
Foster business relationships with clients whose portfolios are managed by Desjardins Private Wealth Management, and apply Discretionary Management product policies and standards
Qualify clients while adhering to standards. Analyze agreements and draw up a schedule for administrative tasks to be performed and signed off on for the discretionary management of investment funds
Coordinate loyalty activities by supervising the portfolio’s transmission and particulars while ensuring sound account management in accordance with the agreement
Develop each client's full potential, carry out follow-up, manage business relationships, refer clients for complementary services and provide technical coaching to the caisses
Work with portfolio managers to develop investment strategies and ensure a presence and visibility, particularly by giving talks
Supervise the transition and particulars (e.g., taxation, restrictions) of client portfolios

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

Advantages 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

Communicates effectively, Drive results, Interpersonal Savvy

#LI-Hybrid

Trade Union

Non Syndiqué

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

2024-05-26

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