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Account Executive
- Montreal, QC, Canada
Full-time
This opening has closed.
The original listing is kept below for reference.
Job details
- Job type
- Full-time
- Closing date
- Posting language
- English
- Posted
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Search current openingsOriginal job description
Archived listing. The details below describe a past opening.
Role Description The Account Executive is a full-time, on-site role based in Montreal, QC. This role is responsible for managing and growing a portfolio of client accounts, building strong relationships, and identifying opportunities to expand services. Day-to-day tasks include meeting with clients to assess needs, presenting financial products and solutions, preparing proposals, and following up on leads and referrals. The Account Executive will collaborate with internal teams to ensure smooth onboarding, accurate documentation, and high-quality service delivery. The role also involves monitoring account performance, addressing client inquiries, and maintaining detailed records within the company’s CRM and reporting systems.
Qualifications
- Demonstrated ability to build and maintain client relationships, manage accounts, and provide consultative service.
- Strong communication and presentation skills, with the capacity to explain financial concepts clearly and professionally.
- Proficiency with CRM tools, spreadsheets, and standard office software to track activities and prepare client documentation.
- Solid organizational and time-management skills, with attention to detail and the ability to handle multiple client requests.
- Background or strong interest in financial services, banking, or related fields; prior sales or account management experience is an asset.
- Bachelor’s degree in business, finance, economics, or a related discipline, or equivalent practical experience.
- Ability to work on-site in Montreal, QC, and collaborate effectively with cross-functional teams.
- Fluency in English; French language skills are considered an advantage in serving the local client base.
More about this job
Responsibilities
Manage and grow a portfolio of client accounts by assessing client needs, presenting financial solutions, preparing proposals, and following up on leads and referrals. Coordinate with internal teams on onboarding and service delivery, monitor account performance, respond to inquiries, and maintain accurate CRM and reporting records.
Requirements
Candidates should have client relationship and account management abilities, strong communication and presentation skills, proficiency with CRM tools and office software, and solid organizational skills. A bachelor's degree in business, finance, economics, or a related field - or equivalent practical experience - is requested; financial services interest or experience is an asset, and English fluency is required.
Skills
- Account Management
- Consultative Sales
- Financial Product Presentation
- Communication
- Presentation Skills
- CRM Tools
- Spreadsheet Proficiency
- Client Documentation
- Organization
- Time Management
- Attention to Detail
- Lead Follow-Up
- Cross-Functional Collaboration
- Financial Services Knowledge
Visa sponsorship
Not detected in the job text
Categories
- Sales
- Finance & Accounting
- Customer Service & Support
Keywords
- Financial Services
- Account Management
- Client Relationships
- Sales
- Business Development
- Consultative Service
- Financial Products
- Financial Solutions
- Client Needs Assessment
- Proposals
- Lead Follow-Up
- Referrals
- Client Onboarding
- CRM
- Spreadsheets
- Office Software
- Account Performance
- Client Documentation
- Reporting Systems
- Cross-Functional Collaboration
- Banking
- English
- French