Demonstrates expertise in developing and maintaining client relationships, strategic planning, and executing tailored solutions to enhance member and client satisfaction. Proficient in analyzing industry trends and leveraging insights to drive business development and profitability.

Highest-signal resume keywords

Bachelor's DegreeMutual Fund Representative CertificateClient Relationship ManagementStrategic PlanningBilingual in French and English

About the role

Key responsibilities & impact

Evaluate and act on business and partnership opportunities to boost the organization’s development and profitability
Advise members, clients and stakeholders to help them position, plan, develop, execute and monitor strategic initiatives
Develop member, client and stakeholder relationships, retention and satisfaction; develop retention tactics and strategies
Monitor the industry to understand and anticipate trends in the specialty area and make recommendations
Serve, prospect for, solicit, and develop and maintain business relationships with members and clients
Provide service tailored to client needs in accordance with current strategies and practices
Lead clients and practitioners on sales and service development projects, initiatives and activities impacting multiple business sectors
Analyze complex problems and develop and implement personalized solutions tailored to client needs
Serve as specialist and resource person for the unit, members and clients and represent the unit before decision-making bodies
Help represent Desjardins and enter the organization into important agreements with clients

Requirements

What you’ll need

Bachelor's degree in a related field
A minimum of six years of relevant experience
Other combinations of qualifications and relevant experience may be considered
Mutual fund representative certificate – Autorité des marchés financiers
Knowledge of French is required
Advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
Action oriented
Customer Focus
Differences
Interpersonal Savvy
Networks
Nimble learning
Strategic mindset

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

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Customer FocusInterpersonal SavvyAction OrientedNimble LearningStrategic Mindset

Certifications & Qualifications

Mutual Fund Representative Certificate

Industry Keywords

Business DevelopmentStakeholder EngagementRetention StrategiesSales DevelopmentIndustry Trends