Desjardins
Desjardins
Desjardins is a North American financial cooperative serving individuals, businesses, and communities across Canada. Its offerings span personal and business banking, credit cards, mortgages, loans, savings and investments, and auto and home insurance. The organization combines financial and insurance services with a cooperative model that gives members a role in decision-making, while emphasizing responsible investment, local economic support, community involvement, and youth development.

Client Relationship Manager, Group Retirement Savings – Montreal Hybrid

Manage client relationships and deliver group retirement savings solutions for Desjardins Insurance’s SME clients. Advise clients and partners while strengthening service quality and outcomes.

Description

  • Build and manage business relationships with Desjardins Insurance clients in the SME segment
  • Assess client needs and create and deliver tailored solutions
  • Guide and assist existing and prospective members and clients, along with internal and external collaborators
  • Help partners, collaborators, and clients select effective solutions and strategies
  • Define desired results for client engagements
  • Promote client satisfaction and consistently high service standards
  • Monitor progress and introduce improvements when needed
  • Keep current with industry trends, opportunities, and leading practices

Requirements

  • Bachelor’s degree in a relevant discipline
  • At least four years of pertinent professional experience
  • Equivalent combinations of education and relevant experience may be accepted
  • Hold a Quebec Autorité des marchés financiers (AMF) representative certificate for group annuity plans, or be working toward obtaining it
  • Advanced spoken and written French
  • Advanced spoken and written English
  • Takes initiative and follows through on actions
  • Understands business priorities and their implications
  • Comfortable navigating complex situations
  • Maintains a strong focus on customer needs
  • Values and supports differences
  • Builds effective interpersonal relationships
  • Learns quickly and adapts to change

Benefits

  • Competitive base pay with an annual bonus opportunity
  • Four weeks of flexible vacation from the first year
  • Defined benefit pension plan offering predictable, stable retirement income
  • Group insurance coverage with telemedicine access
  • Reimbursement for eligible health, wellness, and telework-equipment expenses
  • Accommodations available during recruitment upon request

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