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Desjardins

Client Relationship Manager, Group Retirement Savings

Desjardins

. Develop and maintain business relationships with Desjardins Insurance clients in the SME segment .

Posted 10/8/2026full-timeMontréal • CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates expertise in developing and maintaining business relationships with clients in the SME segment, while providing personalized solutions and ensuring high levels of client satisfaction. Proficient in both French and English, with a strong focus on customer needs and industry best practices.

Highest-signal resume keywords
Bachelor's DegreeClient Relationship ManagementGroup Annuity Plans CertificationAdvanced French ProficiencyAdvanced English Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills
Action OrientedBusiness InsightCustomer FocusInterpersonal SavvyNimble Learning
Certifications & Qualifications
Representative's Certificate for Group Annuity Plans
Industry Keywords
SME SegmentClient Needs AnalysisService QualityTrends and Best PracticesClient Satisfaction

About the role

Key responsibilities & impact
  • Develop and maintain business relationships with Desjardins Insurance clients in the SME segment
  • Analyze client needs and develop and implement personalized solutions
  • Advise and assist current and potential members and clients, as well as various collaborators
  • Advise and support partners, collaborators and clients on the best solutions and strategies
  • Determine target outcomes
  • Ensure client satisfaction and a high level of service quality
  • Follow up and implement improvements as needed
  • Stay on top of the latest trends, opportunities and best practices in the field

Requirements

What you’ll need
  • Bachelor's degree in a related field
  • A minimum of four years of relevant experience
  • Other combinations of qualifications and relevant experience may be considered
  • A representative’s certificate for group annuity plans issued by the Autorité des marchés financiers (AMF) in Quebec, or be in the process of obtaining one
  • Advanced proficiency of French, both oral and written
  • Advanced proficiency of English, both oral and written
  • Action oriented
  • Business insight
  • Complexity
  • Customer Focus
  • Differences
  • 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
  • Recruitment process accommodations available upon request