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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in developing and managing business relationships while providing tailored financial strategies and solutions. Proficient in balancing client satisfaction with risk management and compliance, while mentoring team members to achieve sales objectives.
Highest-signal resume keywords
Bachelor's Degree360° Wealth ManagementFinancial Strategy DevelopmentClient Relationship ManagementBilingual in French
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisInvestment StrategiesMarket Trend AnalysisSales Strategy DevelopmentRisk Management
Soft Skills
Effective CommunicationCustomer FocusInterpersonal SavvyAction OrientedNimble Learning
Industry Keywords
Mass-Affluent ClientsBusiness Relationship ManagementPremium SupportNegotiationPublic Relations
About the role
Key responsibilities & impact- Develop and manage business relationships
- Prospect for and solicit new mass-affluent Signature Service members and clients
- Develop personalized strategies and provide tailored advice and solutions to help members and clients reach their financial and personal goals
- Serve as an expert advisor for the 360° wealth management approach and for savings and investments
- Provide members and clients with premium support
- Develop high-level financial strategies as a business relationship leader
- Work closely with expert professionals and specialized partners to implement the 360° approach
- Balance member/client satisfaction, objectives, risk and compliance management, and implementation of the business model
- Represent Desjardins and enter the organization into agreements with members and clients
- Establish and negotiate product and service terms
- Mentor and coach team members
- Drum up new business and develop the full potential of existing members and clients
- Set goals and advise members and clients on the best strategies
- Develop a comprehensive 360° offering based on member and client needs
- Contribute to sales objectives by developing action plans based on the business plan
- Monitor stock market movements and trends likely to influence investments
- Stay up-to-date on market trends and best practices
- Participate in promotional and public relations activities and maintain a presence in the business community
Requirements
What you’ll need- Bachelor's degree in a related field
- A minimum of eight years of relevant experience
- 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
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