Account Manager - Wealth Management- En

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.
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Job Level
NV-09

• DO NOT USE THIS PROFILE DUE TO THE NEW SIGNATURE SERVICE BUSINESS MODEL

The person in this position prospects, solicits, develops and maintains business relationships with mass-affluent clients who hold $250,000 or more in cash assets. The clientele drawn to the Signature Service primarily comprises individual and business members, business leaders, rental property owners and real estate investors. As spokesperson for the Signature Service offer, the incumbent ensures the quality of the offer and works as a business relationship leader for members and clients as well as partners from various components. This person promotes innovative strategies, suggests a high-quality integrated offer (savings, financing and insurance) and sells products and services with a view to achieving business growth. The incumbent represents, negotiates and engages the Signature Service as part of agreements which greatly affect the Service. The successful candidate ensures consistency and balance between sales objectives, sound and prudent risk management, portfolio profitability and the satisfaction of members, clients and partners.
General Information on the Position
Main Responsibilities

• Recommend strategies or solutions to reach objectives set by the Signature Service, such as increased sales volume, sound risk management, portfolio profitability and improved business relations.
• Identify and analyze client and member needs, develop client-specific solutions and prepare an integrated service offer. Negotiate applicable conditions with members and clients.
• Abide by the policies, practices and standards in place, as well as the various legal frameworks regarding the distribution of financial products and services.
• Carefully listen to members and clients to ensure their needs are met and they are completely satisfied. Be ready to grasp business opportunities, and where needed, make referrals to other professionals who can best meet member and client expectations.
• Develop and maintain a personalized business relationship with current or potential clients with a view to promoting and selling products and services.
• Carry out different promotional activities for the Service Signature. Take part in public relations activities and provide a presence in the business community.
• Manage accounts, serving as the link between members and clients and the Signature Service. Ensure that products and services are satisfactory, up to date, and used appropriately. Analyze any instances of dissatisfaction and recommend solutions.
• Watch for business development opportunities that would add a competitive edge to existing products and services.

Other Working Conditions

• Travel : To be expected in the Signature Service area
• The work arrangement for the position is hybrid work
• Number of jobs available : 1

Qualifications

• A minimum of 4 years of relevant experience
• Bachelor's degree in a related field

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

• Hold a financial planning certificate from the Autorité des marchés financiers (AMF)
• For vacant positions available in Quebec, please note that knowledge of French is required
• Hold a mutual fund representative certificate – Autorité des marchés financiers

Specific knowledge

• Knowledge of Canadian securities course
• Knowledge of good grasp of the philosophy and fundamentals of a financial services cooperative
• Knowledge of notions of compliance with legislation respecting the distribution of financial products and services
• Knowledge of Desjardins business processes
• Knowledge of policies, legislation and standards as they relate to caisse products and services
• Knowledge of individual markets, business leaders, and the caisse’s external environment
• Knowledge of awareness of financial, economic, political and legislative current events
• Knowledge of damiliarity with all products and services aimed at caisse members and those offered by Desjardins business centres, Desjardins components and Desjardins distribution networks, and those offered by the competition
• Knowledge of tax, financial and estate issues for individuals and business owners
• Knowledge of service standards
• Knowledge of debt management

Desjardins Cross-sector Skills
Action oriented, Customer Focus, Differences, Nimble learning
Key competencies for the job
Communicates effectively, Drive results, Interpersonal Savvy
Work Location
Service Signature Desjardins (SSD) Centre du Québec
Trade Union
Non Syndiqué
Unposting Date
2023-04-23
Job Family
Member/client sales and service (FG)
Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.