Senior Account Manager, Real Estate Financing

July 29, 2020

(Work place: Montréal)

Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.

Job Level

NV-11As Senior Account Manager, Real Estate Financing, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell business products and services through multiple distribution channels based on member/client needs and current strategies and practices.You lead and influence clients and practitioners on sales and service development projects, initiatives and activities that significantly impact the entire organization. You take a strategic mindset to boost the organization’s development and profitability while retaining clients and stakeholders and ensuring their satisfaction.You draw on your networking skills and interpersonal savvy to develop and maintain business partnerships with prestige and key clients who have complex, diverse needs. Your highly complex, strategic initiatives require extensive knowledge of sales and service. You analyze extremely complex problems and develop and implement personalized solutions tailored to client needs.You serve as expert for your unit, members and clients and represent your unit before senior management committees and decision-making bodies. You represent Desjardins and enter the organization into important agreements with clients. You also have considerable leeway and many opportunities to establish and negotiate product and service terms.

More specifically, you act as an expert adviser in carrying out real estate financing files and the financing of complex projects with substantial financial needs. You carry out all business development activities with clients that could lead to concluding major transactions. You discuss/negotiate with the Credit Granting department regarding the structure of the proposed financing. You are also responsible for renewals and administrative management of real estate financing.

Main Responsibilities

  • Evaluate and act on business and partnership opportunities to boost the organization’s development and profitability
  • Advise members, clients and stakeholders to help them position, plan, develop, execute and monitor strategic initiatives
  • See to member, client and stakeholder development, retention and satisfaction. Develop retention tactics and strategies
  • Monitor the industry to understand and anticipate trends in your field and make recommendations.

Other working condition

  • Number of job available : 1 


  • Bachelor's degree in a related field
  • A minimum of eight years of a relevant experience

Please note that other combinations of qualifications and relevant experience may be considered

  • For vacant positions available in Quebec, please note that knowledge of French is required 

Specific knowledge Independent speaker, upper intermediate knowledge of English (an asset) 

Desjardins Cross-sector skills

Action oriented, Collaborates, Customer Focus, Innovation

Key competencies for the job

Interpersonal Savvy, Networks, Strategic mindset

Work Location

Complexe Desjardins Montréal

Trade Union

Non Syndiqué

Unposting Date


Job Family

Member/client sales and service (FG)

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