Relationship Manager
7 months ago
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 week 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
4 days ago
Oakville, Canada RBC Full timeJob SummaryJob 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.The RBC Dominion Securities...
-
Relationship Manager
6 months ago
Oakville, Canada Eric Gruscyk - Desjardins Insurance Agent Full time**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...
-
Relationship manager
3 days ago
Oakville, Canada Société Financière Manuvie Full timep>The Opportunity:Manulife Wealth is a leading provider of insurance and wealth solutions to meet the diverse needs of Canadian families. Within GWAM Canada, Manulife Wealth is comprised of three distribution firms (Advisory Services), an ID (Investment Dealer) securities dealer, an MFD (Mutual Fund Dealer) securities dealer and an insurance MGA (MWISI)....
-
Apprenticeship Relationship Manager
2 days ago
Oakville, Canada Manulife Full timep>The Opportunity:Manulife Wealth is a leading provider of insurance and wealth solutions to meet the diverse needs of Canadian families. Within GWAM Canada, Manulife Wealth is comprised of three distribution firms (Advisory Services), an ID (Investment Dealer) securities dealer, an MFD (Mutual Fund Dealer) securities dealer and an insurance MGA (MWISI)....
-
Relationship Manager, Business Banking
2 months ago
Oakville, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Strategic Financial Relationship Manager
3 weeks ago
Oakville, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Strategic Financial Relationship Manager to join our team in Oakville or Burlington, Ontario. This is an excellent opportunity for someone who is passionate about building long-lasting relationships with clients and providing expert financial advice.Job DescriptionIn this role, you will be responsible for...
-
Relationship Development Specialist
1 week ago
Oakville, Ontario, Canada Royal Bank of Canada Full timeRoyal Bank of Canada is a leading investment and wealth management firm that prioritizes relationships. We are seeking a skilled Relationship Development Specialist to join our Sheridan Wealth Management team in Oakville.This is an excellent opportunity for someone with at least 10 years of experience in relationship management to establish, develop, and...
-
Strategic Financial Relationship Manager
4 weeks ago
Oakville, Ontario, Canada Scotiabank Full timeJob OverviewWe are seeking a skilled Strategic Financial Relationship Manager to join our team at Scotiabank. As a key member of our organization, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.About the RoleIn this role, you will focus on investment sales...
-
Oakville, Ontario, Canada BMO Financial Group Full timeAbout the RoleWe are seeking an experienced Strategic Commercial Banking Relationship Manager to join our team at BMO Financial Group.Job SummaryThe successful candidate will be responsible for facilitating growth initiatives through significant business development and management of key client relationships. This role involves maintaining an outstanding...
-
Oakville, Ontario, Canada BMO Full timeAt BMO, we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. As a Strategic Commercial Banking Relationship Manager, you will play a key role in this mission.We are seeking an experienced professional with a passion for building...
-
Enterprise Relationship Specialist
6 months ago
Oakville, Canada Ford Motor Company Full timeFord was built on the belief that freedom of movement drives human progress. We also believe in providing you with the freedom to define and realize your dreams. With our incredible plans for the future of mobility we have a wider variety of opportunities for you to accelerate your career potential as you help us define tomorrow’s transportation. As we...
-
Oakville, Ontario, Canada Bank of Montreal Full timeAbout the RoleWe're seeking an experienced Senior Relationship Manager to lead our Commercial Banking team. As a key player in our growth initiatives, you'll develop business opportunities through strategic client relationships and drive revenue growth.Key ResponsibilitiesDevelop new business by identifying and pursuing high-value client opportunities.Lead...
-
Oakville, Ontario, Canada BMO Full timeJob OverviewBMO Financial Group is committed to creating a positive impact in the communities we serve. As a Senior Relationship Manager, Commercial Banking, you will play a critical role in driving growth initiatives and delivering exceptional client experiences.
-
Relationship Development Specialist
4 weeks ago
Oakville, Ontario, Canada Eric Gruscyk - Desjardins Insurance Agent Full timeAbout the RoleWe are seeking a highly motivated and results-driven Relationship Development Specialist to join our team. As a key member of our sales team, you will play a crucial role in driving business growth through value-based conversations and exceptional customer experiences.ResponsibilitiesLead Generation: Develop leads, schedule appointments,...
-
Commercial Banking Relationship Manager
4 weeks ago
Oakville, Ontario, Canada Bank of Montreal Full timeUnlock Career Growth Opportunities in Commercial BankingLocation: Oakville, ON, CANWe're offering a competitive salary of $120,000 - $180,000 per year, plus benefits and performance-based incentives.About the Role:Foster business growth initiatives for the Bank through strategic business development and exceptional management of key client...
-
Senior relationship manager, commercial banking
4 weeks ago
Oakville, Canada BMO Financial Group Full timep>Date limite pour présenter sa candidature :11/24/2024Adresse :360 Oakville Place DriveGroupe de famille d'emploi :Ventes et service, Grandes entreprisesFacilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant...
-
Purchasing Manager
6 months ago
Oakville, Canada Thermon Full time**Overview** The Purchasing Manager will lead purchasing of products and services, manage supplier relationships, act as the primary point of contact for business stakeholders, ensure on time delivery of products, and negotiate with suppliers for favorable price, quality, delivery, and payment terms. A combination of strong business acumen and leadership...
-
Development Manager
6 months ago
Oakville, Canada Oakville Galleries Full time**Development Manager, Oakville Galleries** Oakville Galleries is one of Canada's leading contemporary art museums. We are driven by a belief in the singular power of art to deepen our understanding of ourselves and our communities and move us toward a better world. We seek a Development Manager to join our team. Reporting to the Executive Director, the...
-
Manager, Clients and Pursuits
7 months ago
Oakville, Canada KPMG Full timeOverview: At KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. **Overview of the opportunity**: As part of KPMG’s strategic commitment to growth, this role within the Regions East Client and Pursuits team will be responsible for...