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
- Financial security advisor selling life and health insurance for Desjardins. Advising members and clients, developing relationships, and supporting personalized financial security solutions.
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 organizational standards and procedures
- Support current and potential members and clients
- Represent the organization and help negotiate agreements with clients
- Sell and provide advice on life, health, disability and critical illness insurance products
- Assess customer satisfaction and service quality, follow up, and make improvements as needed
- Establish and maintain good relationships with referral sources
- Target and analyze potential member/client files
- Act on business opportunities and present information to partners so members and clients can reach their financial goals
- Monitor the industry to identify business development opportunities and stay on top of new products and trends
Requirements
- Attestation of Collegial Studies
- A minimum of two years of relevant experience
- Please note that other combinations of qualifications and relevant experience may be considered
- Knowledge of French is required
- Ability to sell and provide advice on life, health, disability and critical illness insurance products
- Ability to assess customer satisfaction and service quality, follow up, and make improvements as needed
- Ability to establish and maintain relationships with referral sources
- Ability to target and analyze potential member/client files
- Ability to identify business development opportunities and stay current on new products and trends
- Action oriented
- Communicates effectively
- Customer Focus
- Interpersonal Savvy
- Nimble learning
- Situational adaptability
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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