Desjardins
Desjardins
Desjardins este o cooperativă financiară nord-americană care deservește persoane fizice, companii și comunități din întreaga Canadei. Oferta sa include servicii bancare pentru persoane fizice și companii, carduri de credit, credite ipotecare, împrumuturi, economii și investiții, precum și asigurări auto și pentru locuință. Organizația combină serviciile financiare și de asigurare cu un model cooperatist care le oferă membrilor un rol în luarea deciziilor, punând accent pe investiții responsabile, sprijinirea economiei locale, implicarea în comunitate și dezvoltarea tinerilor.

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.

Descriere

  • 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

Cerințe

  • 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

Beneficii

  • 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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