Specialized Financing and Banking Solutions Advisor

Desjardins

. Serve, solicit, develop and maintain personalized business relationships with mass-affluent and high-net-worth members of the specialized wealth management network .

Posted 9/29/2026full-timeCanadaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in personalized wealth management strategies, financial services, and client relationship development, with a strong focus on risk management and compliance. Proficient in mentoring team members and providing premium support to enhance client satisfaction and business growth.

Highest-signal resume keywords

Wealth ManagementDebt ManagementFinancial AdvisoryClient Relationship DevelopmentRisk Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisInvestment StrategiesBanking ProductsFinancing SolutionsTax KnowledgeMarket AnalysisCompliance StandardsAssessment TechniquesDigital SolutionsBusiness Development

Soft Skills

Customer FocusInterpersonal SavvyAction OrientedDrive ResultsNimble Learning

Industry Keywords

High-Net-Worth ClientsMass-Affluent ClientsFinancial Services CooperativeDesjardins ProductsService StandardsCaisse ProductsBusiness LeadersLegislative AwarenessClientele MarketCompetition Awareness

About the role

Key responsibilities & impact

Serve, solicit, develop and maintain personalized business relationships with mass-affluent and high-net-worth members of the specialized wealth management network
Develop personalized strategies and offer banking products and services
Serve as a debt management and financing expert advisor
Offer financial services and provide advice on savings, investments and everyday financial transactions
Work closely with the wealth manager and business centre manager as a partner supporting client business relationships
Provide premium support and make recommendations to ensure member and client satisfaction and support business growth
Ensure sound risk and compliance management and compliance with practices and policies
Mentor and coach team members
Identify current and potential needs, focusing on growing member and client wealth
Identify and analyze needs and offer personalized advice on financing, complementary investments and everyday financial solutions
Analyze, answer, handle and follow up on banking service queries
Stay current on standards, products and services
Negotiate credit conditions in accordance with risk management and profitability standards
Help members and clients use Desjardins digital solutions and distribution channels
Contribute to Signature Service business development objectives by working with key Desjardins collaborators and developing new business with target clients
Structure highly complex financing applications

Requirements

What you’ll need

Bachelor's degree in a related field
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
Knowledge of awareness of financial, economic, political and legislative events
Knowledge of individual markets, business leaders, and the caisse’s external environment (e.g., clientele, market and competition)
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 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 Desjardins business processes
Knowledge of service standards
Knowledge of debt management
Knowledge of assessment and follow-up techniques applicable to financing requests
Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

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 and telework equipment