Account Manager, Securities

Desjardins

Account Manager at Desjardins Securities managing important client accounts and promoting services. Balancing portfolio profitability with client satisfaction while developing strategic business partnerships.

Posted 6/30/2026full-timeMontréal • 🇨🇦 CanadaSeniorLeadWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

Bachelor's degree in a related field
A minimum of eight years of relevant experience
Knowledge of French is required

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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Hard Skills & Tools

Account ManagementPortfolio Profitability AnalysisNeeds AnalysisCustom Solution DevelopmentNegotiation

Soft Skills

Interpersonal CommunicationPublic Relations

Certifications

Bachelor's Degree