Account Manager, Real Estate Market

Desjardins

. Initiate, develop and maintain personalized business relationships with current and potential clients to promote and sell Desjardins products and services .

Posted 9/18/2026full-timeBeauharnois • CanadaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management, financial analysis, and risk management while effectively promoting and selling financial products and services. Proficient in identifying business development opportunities and adhering to relevant policies and standards.

Highest-signal resume keywords

Client Relationship ManagementFinancial AnalysisRisk ManagementSales SkillsBusiness Development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisCredit Risk AssessmentLoan and Guarantee Contracts KnowledgeBusiness Credit AuthorizationMarket AnalysisFinancing PracticesService Standards KnowledgeDesjardins Business ProcessesGovernment Business Assistance ProgramsProduct Knowledge

Soft Skills

Networking SkillsProblem SolvingTimely Decision MakingCustomer FocusInterpersonal Savvy

Certifications & Qualifications

Bachelor's Degree

Industry Keywords

Financial ProductsRisk ManagementCooperative ValuesBusiness ServicesEconomic Developments

About the role

Key responsibilities & impact

Initiate, develop and maintain personalized business relationships with current and potential clients to promote and sell Desjardins products and services
Act as an account manager and key intermediary between the business centre and members and clients
Ensure proper usage and updating of, and satisfaction with, products and services offered
Analyze sources of dissatisfaction and recommend potential solutions
Identify and analyze member and client needs, develop personalized solutions and prepare integrated service offerings
Negotiate applicable conditions with members and clients
Recommend strategies and solutions to achieve business centre objectives, including increased business volume, sound risk management, portfolio profitability and stronger business relationships
Identify business development opportunities to increase the competitiveness of products and services
Execute promotional activities and participate in targeted public relations activities and the business community
Address client and member needs, seize business opportunities and refer them to the appropriate person when needed
Adhere to applicable policies, practices, standards and laws governing financial product and service distribution
Provide sound and prudent risk management for all responsible portfolios

Requirements

What you’ll need

Bachelor's degree in a related field
A minimum of two years of relevant experience
Other combinations of qualifications and relevant experience may be considered
Knowledge of French is required
Knowledge of the latest financial, economic, policy and legislative developments
Ability to perform analyses of the market and the business centre external environment
Ability to perform financial analysis
Knowledge of the characteristics and credit risk inherent to the major real estate, rental and residential markets
Knowledge of loan and guarantee contracts
Knowledge of products and services for businesses and those offered by caisses, components and Desjardins distribution networks and those of the competition
Knowledge of financing and credit management practices related to businesses
Knowledge of policies, legislation and standards governing the products and services offered by the business centre
Knowledge of business credit authorization, monitoring, collection and recovery practices
Knowledge of the Desjardins business processes
Understanding of the referral process
Familiarity with government business assistance programs
Networking skills
Strong sales skills
Knowledge of service standards
Understanding of cooperative and cooperative network values, rules and operations
Standing alone
Problem solving
Timely decision making
Action oriented, Communicates effectively, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

Benefits

Comp & perks

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