Job Description
Elevate your career as an Account Manager in Commercial and Wealth Management, based in Terrebonne. Utilize your expertise to enhance client relationships and identify business opportunities for growth.
In this senior role, you will manage a portfolio of commercial clients, helping them meet their financial goals through tailored strategies. Your experience in sales and business development is key to successfully developing client relationships and driving revenue. The role includes close collaboration with the Associate Vice-President and networking at professional events.
Key Responsibilities:
• Identify and cultivate new business opportunities
• Propose financial strategies based on client needs
• Negotiate agreements while adhering to risk standards
• Develop comprehensive business plans for clients
• Collaborate with financing manager and team members
Requirements:
• At least 4 to 8 years in financial sales and development
• Bachelor’s degree with rel...
In this senior role, you will manage a portfolio of commercial clients, helping them meet their financial goals through tailored strategies. Your experience in sales and business development is key to successfully developing client relationships and driving revenue. The role includes close collaboration with the Associate Vice-President and networking at professional events.
Key Responsibilities:
• Identify and cultivate new business opportunities
• Propose financial strategies based on client needs
• Negotiate agreements while adhering to risk standards
• Develop comprehensive business plans for clients
• Collaborate with financing manager and team members
Requirements:
• At least 4 to 8 years in financial sales and development
• Bachelor’s degree with rel...
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