As a specialized financing and banking solutions advisor, you help serve, solicit and develop and maintain personalized business relationships with mass-affluent and high-net-worth members of the specialized wealth management network. You develop personalized strategies and offer banking products and services. You serve as a debt management and financing expert advisor.

You offer financial services and provide advice on savings, investments and everyday financial transactions. You work closely with the wealth manager and the business centre manager, serving as a partner and supporting business relationships with clients. You drive results by ensuring sound risk and compliance management, and compliance with practices and policies.

You serve as an expert in your line of work, mentoring and coaching members of your team. You act on opportunities and advise and assist members and clients to help them get the most out of new technology and distribution channels. Identify and analyze member and client needs, and offer personalized advice regarding financing, complementary investments and everyday financial solutions.

Analyze, answer, handle and follow up on member/client queries about banking services. Stay on top of the latest standards, products and services in your field. Negotiate credit conditions in accordance with risk management and profitability standards.

Be familiar with Desjardins's digital solutions and help members and clients use them by providing information and assistance.



Structure highly complex financing applications. 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 ~ Reimbursement of health and wellness expenses and telework equipment *Bachelor's degree in a related field Knowledge of French is required Knowledge of tax and financial issues for individuals and business owners Familiarity with all products and services aimed at caisse members and those offered by Desjardins business centres, Desjardins components and Desjardins distribution networks, and those offered by the competition Knowledge of a Positive grasp of the philosophy and fundamentals of a financial services cooperative Knowledge of Policies, legislation and standards as they relate to caisse products and services Knowledge of assessment and follow-up techniques applicable to financing requests Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning Equity, Diversity, Inclusion and Accessibility At Desjardins, we believe in equity, diversity and inclusion.

We believe our teams should reflect the diversity of the members, clients and communities we serve. If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process.

📌 Specialized Financing and Banking Solutions Advisor (Quebec City)
🏢 Relevance
📍 Quebec City