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Desjardins

Account Manager, Securities

Reposted 5 Hours Ago
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In-Office
Ottawa, ON
Senior level
In-Office
Ottawa, ON
Senior level
As an Account Manager at Desjardins Securities, you will foster relationships with clients, recommend strategies for profitability, and manage accounts to ensure satisfaction and service usage.
The summary above was generated by AI

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:

  • Maintain lasting, personal business relationships with important clients to promote services

  • Manage accounts by serving as the link between clients and the organization and ensuring that clients have the products and services they need, are using them correctly, and are satisfied with them

  • Recommend strategies and solutions to meet targets, such as sound risk management, portfolio profitability and improved business relationships

  • Identify and analyze member/client needs; develop custom solutions; prepare integrated service offers that balance member/client satisfaction, profitability and risk; and negotiate terms

  • Watch for business opportunities that would add a competitive edge to existing products and services

  • Take an active role in public relations activities and maintain a presence in the business community.

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.

#LI-Hybrid

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

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

2026-01-4

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