Sales Manager responsible for managing commercial solutions and services in finance and EPM sectors. Developing strategic commercial approaches and managing client portfolios across finance and IT departments.
About the role
- Advisor in Investment and Financing at Desjardins optimizing financial health through tailored solutions to clients. Committed to excellent customer service and maintaining strong client relationships.
Responsibilities
- Attend to members’ investment and financing needs while ensuring quality service
- Develop strategies and offer investment, financing, and insurance products
- Manage business relationships, assess member/client satisfaction, and identify areas for improvement
- Follow up on client needs and ensure optimal financial solutions
Requirements
- Experience or education in the financial services industry
- Commitment to providing excellent customer service
- Ability to manage business relationships and assess client satisfaction
- Stay up-to-date on financial services industry trends
Benefits
- 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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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