KYC and remediation manager overseeing BMO’s Canadian Business Banking customer remediation program. Managing regulatory risk, controls, stakeholder relationships, and change initiatives.
About the role
- Hybrid Desjardins financial security advisor serving clients, selling life and health insurance, and developing personalized financial security solutions across Quebec.
Responsibilities
- Serve, prospect for, solicit, and develop and maintain business relationships with members and clients
- Sell life and health insurance products and services through multiple distribution channels based on member/client needs and current strategies and practices
- Promote and sell financial security products and services
- Analyze member/client needs and develop personalized solutions
- Ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures
- Support current and potential members and clients
- Represent the organization and help negotiate agreements with clients
Requirements
- Life Insurance Representative Certificate – Autorité des marchés financiers (AMF)
- Knowledge of French is required
- Available for travel to the Caisse Desjardins de Rivière-du-Loup service centers
- Must have a valid driver's license and access to a vehicle
- Available to work Monday to Friday, including two evening per week
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
Job title
Job type
Experience level
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Not specified
Degree requirement
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