Strategic Account Manager, Financial Services Expert
5 days ago
At Scotiabank, we are seeking an experienced Strategic Account Manager to join our team.
Job Description:This is a unique opportunity to drive sales growth and develop client relationships within the specified territory. As a Strategic Account Manager, you will be responsible for partnering with wholesalers to achieve annual sales targets.
You will prospect and develop client relationships through various channels, including phone calls, virtual meetings, webinars, emails, and client activities. Your primary goal will be to identify and populate information within the CRM in a timely manner, as data is a key driver of business strategy.
- Develop and maintain strong relationships with wholesalers and clients to drive sales growth and retention.
- Identify opportunities to improve sales performance and implement strategies to achieve goals.
- Collaborate with internal partners to understand industry trends and competitor activity.
- Work closely with the wholesaler to develop a strategic business plan each fiscal year and conduct quarterly reviews to ensure benchmarks and goals are aligned.
In addition to these responsibilities, you will also:
- Escalate client issues to RVP's and appropriate department(s) when needed.
- Participate in special projects, departmental, and project group meetings to share feedback and contribute to the success of the team.
To be successful in this role, you will require:
- A minimum bachelor's degree in a field such as Commerce, Finance, Business Administration.
- CSC or IFIC certification.
- A minimum of 3 years of experience within the Financial Services Industry.
- Excellent communication skills in English and French, with the ability to work collaboratively with other groups from head office who operate primarily in English.
The estimated salary range for this position is $80,000 - $120,000 per annum, depending on experience and qualifications.
-
Strategic IFRS Accounting Expert
4 weeks ago
Montreal, Quebec, Canada Intact Financial Corporation Full timeAt Intact Financial Corporation, we're seeking a highly skilled Strategic IFRS Accounting Expert to join our team. In this strategic role, you will provide accounting advisory services to various internal stakeholders, ensuring our financial practices are in full compliance with the latest IFRS standards.About the RoleWe are looking for an experienced IFRS...
-
Strategic Accounting Professional
4 days ago
Montreal, Quebec, Canada Staffing In Motion Full timeJob OverviewWe are seeking a highly skilled Strategic Accounting Professional to join our team at Staffing In Motion.The ideal candidate will have a strong background in full-cycle Canadian accounting, with a focus on financial services and taxation. As a Senior Staff Accountant, you will be responsible for providing expert-level support in the preparation...
-
Strategic Financial Accounting Expert
1 week ago
Montreal, Quebec, Canada NBC Full timeJob OverviewNational Bank is seeking a highly skilled Strategic Financial Accounting Expert to join our team. This role will play a crucial part in driving the bank's transformation and having a direct impact on clients.In this position, you will offer solid expertise in your field of activity and influence decisions and orientations based on the sector's...
-
Financial Accounting Expert
4 days ago
Montreal, Quebec, Canada Intact Financial Corporation Full timeWe are seeking a highly skilled Financial Accounting Expert to join our dynamic team at Intact Financial Corporation.This is an exciting opportunity for a motivated individual with expertise in financial analysis and reporting. As a key member of our Distribution Financial Strategies team, you will play a critical role in managing our investment portfolio...
-
Strategic Financial Planning Expert
4 days ago
Montreal, Quebec, Canada Intact Financial Corporation Full timeWe are seeking a highly skilled Strategic Financial Planning Expert to join our Group FP&A team at Intact Financial Corporation.The successful candidate will be responsible for preparing the weekly group forecast, contributing to the annual planning process, and performing ad-hoc analyses to support senior management's decision-making.About the RolePrepare...
-
Corporate Finance Accounting Expert
6 days ago
Montreal, Quebec, Canada Intact Financial Corporation Full timeAbout the RoleWe are seeking a seasoned IFRS accounting expert to join our team at Intact Financial Corporation. In this strategic role, you will provide critical accounting advisory services to internal stakeholders, ensuring that our financial practices align with the latest IFRS standards.ResponsibilitiesBecome a Subject Matter Expert on Intact's IFRS...
-
Treasury Manager
3 weeks ago
Montreal, Quebec, Canada Intact Financial Corporation Full timeJob SummaryIntact Financial Corporation seeks a talented Treasury Manager - Financial Expert to join our team. As a key member of our group treasury management team, you will be responsible for overseeing various treasury management activities and providing expert financial guidance to support the company's strategic objectives.About the RoleMonitor...
-
Strategic Financial Expert
2 weeks ago
Montreal, Quebec, Canada CMC Electronics Full timeKey ResponsibilitiesLead the development and maintenance of comprehensive financial models, forecasts, and budgets.Provide insights into financial performance, trends, and variances to support strategic decision-making.Partner with the Business Unit Team to analyze business performance, evaluate cost-reduction opportunities, and assess the financial...
-
Financial Services Manager
6 days ago
Montreal, Quebec, Canada MNP Full timeAbout MNPMNP is a leading national accounting, tax and business advisory firm in Canada. With a presence across the country, we provide business strategies and solutions to mid-market businesses.Job Title: Senior Manager, Assurance & AccountingWe are seeking an experienced Senior Manager to lead our Assurance & Accounting team. As a trusted advisor, you will...
-
Montreal, Quebec, Canada Intact Financial Corporation Full timeAt Intact Financial Corporation, we're seeking an experienced Accounting Specialist to join our Financial Reporting & Consolidation department.The successful candidate will play a key role in the analysis and disclosure of financial information, participating in the preparation of quarterly and annual consolidated financial statements. Additionally, they...
-
Accounting and Financial Expert
3 weeks ago
Montreal, Quebec, Canada Fed Finance Full timeFed Finance is a leading recruitment agency specializing in accounting and finance professionals. Our team of experts is dedicated to supporting candidates throughout their job search and career development.Our MissionWe are committed to delivering exceptional service and providing tailored solutions to meet the needs of our clients and candidates.About the...
-
Strategic Financial Expert
2 weeks ago
Montreal, Quebec, Canada Export Development Canada Full timeJob SummaryExport Development Canada is seeking a highly skilled Sr. Financial Analyst, Corporate Finance to join our team. As a key member of our Corporate Finance and Control group, you will be responsible for providing complex financial analysis and modeling to support decision-making, preparing data and input for reporting, forecasting, and corporate...
-
Strategic Financial Reporting Leader
3 weeks ago
Montreal, Quebec, Canada Fed Finance Full timeCompany OverviewFed Finance is an innovative recruitment agency founded in 2001, specializing in temporary and permanent recruitment for accounting and finance professionals. Our team of experts is dedicated to supporting clients throughout their job search and career development.Job DescriptionWe are seeking a Strategic Financial Reporting Leader to oversee...
-
Accounting IFRS Expert Lead
4 days ago
Montreal, Quebec, Canada Intact Financial Corporation Full timeJob DescriptionWe are seeking a seasoned accounting professional to lead our team in providing strategic financial advisory services, ensuring compliance with the latest IFRS standards.About the RoleExpertise: Provide subject matter expertise on Intact's IFRS accounting policies, including IFRS 9 and IFRS 17.Advisory Services: Offer strategic insights and...
-
Strategic Financial Planning Expert
1 week ago
Montreal, Quebec, Canada CAE Full timeCAE is a world leader in training for civil aviation, defense, and security, and health with over 10,000 employees across 35 countries. We are seeking an experienced Strategic Financial Planning Expert to join our team.
-
Strategic Financial Services Manager
4 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeSenior Manager, Financial Advisors, Investment & RetirementRequisition ID: 209598Key Responsibilities:Strategically partner with Canadian Banking regional leadership and Wealth Management to oversee a team of Financial Advisors Investment & Retirement specialists (FAIRs) for an assigned market.Coach the team of FAIRs, increase financial planning results,...
-
Strategic Actuarial Expert
4 days ago
Montreal, Quebec, Canada Intact Financial Corporation Full timeAt Intact Financial Corporation, we're seeking a talented Strategic Actuarial Expert to join our team. This role will provide a unique opportunity to leverage your expertise in actuarial science to drive business growth and improve our services.About the RoleWe're Canada's largest leading provider of property and casualty insurance, and our Technology teams...
-
Montreal, Quebec, Canada Intact Financial Corporation Full timeAt Intact Financial Corporation, we're looking for a highly skilled Strategic Financial Business Partner for IT Portfolios to join our team.The ideal candidate will have a strong background in finance and accounting, with a minimum of 8 years of experience in financial analyst roles. They will be responsible for providing financial expertise to IT...
-
Montreal, Quebec, Canada KPMG-Canada Full timeOverviewKPMG in Canada is a leading professional services firm that provides audit, tax, and advisory services. We are currently seeking a highly skilled Strategic Financial Modeler and Business Valuation Expert to join our team.About the RoleThis role will support both KPMG's growing financial modeling practice and business valuation group. The successful...
-
Strategic Financial Services Professional
4 days ago
Montreal, Quebec, Canada Scotiabank Full timeAt Scotiabank, we're committed to helping our customers achieve their financial goals. We're seeking a highly motivated and customer-centric individual to join our team as a Strategic Financial Services Professional.About the RoleThis is an exciting opportunity for someone who is passionate about delivering exceptional financial services to our customers. As...