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Private Banker
Desjardins. Provide a superior member/client experience to Desjardins Wealth Management's high-net-worth households .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in providing integrated banking solutions and managing complex financing requests for high-net-worth clients. Proficient in building long-term client relationships while ensuring compliance with risk management and profitability criteria.
Highest-signal resume keywords
Bachelor's Degree In FinanceMutual Fund Representative (MFR) LicenceFive Years Of Relevant Experience In FinanceAdvanced Proficiency In English And FrenchComplex Financing Analysis
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisDebt ManagementTransaction Accounts ManagementInvestment SolutionsCredit NegotiationRisk ManagementBusiness DevelopmentClient Relationship ManagementIntegrated Banking SolutionsPortfolio Management
Soft Skills
Interpersonal SavvyDecision QualityAbility To Manage AmbiguityPersuasionNetwork Building
Tools & Technologies
Desjardins Digital Solutions
Certifications & Qualifications
Mutual Fund Representative (MFR) Licence
Industry Keywords
Wealth ManagementHigh-Net-Worth HouseholdsFinancial AdvisorCommercial CreditClient Satisfaction
About the role
Key responsibilities & impact- Provide a superior member/client experience to Desjardins Wealth Management's high-net-worth households
- Attract high-net-worth households and develop long-term client relationships
- Work with wealth managers and Business Services account managers to identify needs and support relationship growth
- Provide integrated banking solutions for complex and specialized client needs
- Manage a banking portfolio including financing, debt management, transaction accounts, prestige credit cards, banking packages, investments, and financial solutions
- Structure complex financing requests through sophisticated financial analysis and submit financing and credit renewal requests
- Negotiate credit terms and conditions in compliance with risk management and profitability criteria
- Identify risks inherent to Wealth Management activities
- Contribute to business development by repatriating and developing business with high-net-worth clients and their families
- Promote Desjardins digital solutions and assist members and clients with their use
- Resolve member/client problems to their complete satisfaction
- Stay current on products, services, and standards in the field
Requirements
What you’ll need- 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
- Other combinations of qualifications and relevant experience may be considered
- Mutual fund representative (MFR) licence
- Advanced proficiency of English and French
- Ability to manage ambiguity, exercise decision quality, drive results, demonstrate interpersonal savvy, build networks, and persuade
Benefits
Comp & perks- 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
- Reimbursement of telework equipment