As a private banker, you act as a professional advisor providing a superior member/client experience to Desjardins Wealth Management's high-net-worth households by meeting their financing, cash management and day-to-day banking needs. You attract high-net-worth households and develop a long-term relationship with this clientele. To do so, you work together with wealth managers to ensure high-level relationship management through a personalized and distinctive approach in compliance with the standards for first-rate service, proactive contacts and support in their projects and life events. You maintain ongoing communication and meticulously follow up with wealth managers and Business Services account managers to identify member/client needs, and thus actively participate in the growth of existing relationships and the development of current business relationships. You are responsible for the banking portfolio of members and clients, which includes financing, debt management, transaction accounts, prestige credit cards, personalized banking packages, investments, and current and protective financial solutions. an expert in banking solutions, and more specifically, complex financing, you negotiate the terms and conditions of authorized credit, ensuring that they meet the risk management standards and profitability criteria sought and the satisfaction of members, clients and partners. Ensure relationship management and first-rate proactive advice to high-net-worth households that exceed their immediate needs.

Develop long-term relationships with high-net-worth clients by fully understanding their situation and by meeting all their banking and financing needs.

Structure complex financing requests by interpreting financial data through sophisticated analysis and submit financing and credit renewal requests.





Negotiate credit terms and conditions in compliance with risk management standards and profitability criteria.

Be able to identify the risks inherent to the Wealth Management sector's activities.

Contribute to Desjardins business development objectives by ensuring the repatriation and development of business with high-net-worth clients and their families.

Be familiar with the digital solutions offered by Desjardins and encourage members and clients to use them by providing them with information and assistance.

Stay on top of the latest products, services and standards in your field.

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 finance or a relevant field

A minimum of five years of relevant experience in finance and as a personal financial advisor, including two to four years of relevant experience as a business financial advisor commercial credit

Advanced proficiency of English and French due to the nature of the duties or work tools or because the position involves interactions with English and French speaking partners, members and/or clients

Ambiguity, Decision quality, Drive results, Interpersonal Savvy, Networks, Persuades

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. Desjardins uses tools that incorporate artificial intelligence functionalities to screen or assess applicants as part of the recruitment process for this position.

#

📌 Private Banker, Private Banking (Ottawa)
🏢 Relevance
📍 Ottawa