Relationship Manager
13 hours ago
Relationship Manager - Desjardins Agent Team Member
Location: Oakville, ON
Type: Full Time
Position Overview:
A successful Desjardins Agent is seeking a qualified professional to join their winning team for the role of Relationship Manager - Desjardins Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.
Responsibilities:
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
- Provide prompt, accurate, and friendly customer service. Specifically focused on all billing items. As a relationship Manager, you will need to manage all billing concerns, collect payments, drive to the bank to make deposits,
- Work with the agent to establish and meet marketing goals.
- Assist with thank you cards.
- Assist with various seasonal promotions.
- Take minutes at meetings.
- Some small tasks assigned by Eric Gruscyk. (Personal assistant type tasks as they come up).
Requirements:
- Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
- Successful track record of meeting sales goals/quotas preferred
- Excellent interpersonal skills
- Excellent communication skills - written, verbal and listening
- Proactive in problem-solving
- Dedicated to customer service
- Ability to multi-task
- Ability to make presentations to potential customers
Cover letter required with application.
These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents' employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.
-
Relationship Manager
1 day ago
Oakville, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals. **What will you do?** -...
-
Relationship Manager
3 days ago
Oakville, Canada Eric Gruscyk - Desjardins Insurance Agent Full timeRelationship Manager - Desjardins Agent Team Member Location: Oakville, ON Type: Full Time Position Overview:A successful Desjardins Agent is seeking a qualified professional to join their winning team for the role of Relationship Manager - Desjardins Agent Team Member. We seek an energetic professional interested in helping our business grow through...
-
Associate Advisor
2 weeks ago
Oakville, Canada Royal Bank of Canada Full timeJob Description What is the opportunity?RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.As an Associate Advisor, you will work...
-
Associate Advisor
6 days ago
Oakville, Canada Royal Bank of Canada Full time**What is the opportunity?** RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals. As an Associate Advisor, you will work with the...
-
Relationship Manager, Private Equity
3 weeks ago
Oakville, Canada Skyline Group of Companies Full timeDo you thrive in a fast-paced, professional and fun environment? Are you looking for a place to showcase your client relationship skills? Do you have an entrepreneurial mindset? If so, we're growing and seeking passionate, energetic and determined people to join our Wealth Management team! This full-time position will be located in Guelph or Oakville,...
-
Relationship Manager, Private Equity
3 weeks ago
Oakville, Canada Skyline Group of Companies Full timeDo you thrive in a fast-paced, professional and fun environment? Are you looking for a place to showcase your client relationship skills? Do you have an entrepreneurial mindset? If so, we're growing and seeking passionate, energetic and determined people to join our Wealth Management team! This full-time position will be located in Guelph or Oakville, ON....
-
Associate Advisor
5 days ago
Oakville, Canada RBC Dominion Securities Full timeWhat is the opportunity? RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals. Job Description As an Associate Advisor, you will work...
-
Associate Advisor
5 days ago
Oakville, Canada RBC Dominion Securities Full timeWhat is the opportunity? RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals. Job Description As an Associate Advisor, you will work...
-
Relationship Manager, Private Equity
3 weeks ago
Oakville, Canada Skyline Group of Companies Full timeDo you thrive in a fast-paced, professional and fun environment? Are you looking for a place to showcase your client relationship skills? Do you have an entrepreneurial mindset? If so, we're growing and seeking passionate, energetic and determined people to join our Wealth Management team! This full-time position will be located in Guelph or Oakville, ON.Job...
-
Associate Advisor
2 weeks ago
Oakville, Canada Royal Bank of Canada> Full timeJob DescriptionWhat is the opportunity?RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.As an Associate Advisor, you will work...