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 financial services, including debt management and investment strategies, while maintaining strong client relationships and ensuring compliance with financial regulations. Proficient in analyzing client needs and providing tailored financial solutions to enhance member wealth.

Highest-signal resume keywords

Bachelor's DegreeFinancial Services ExpertiseDebt ManagementClient Relationship ManagementKnowledge of French

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisInvestment StrategiesRisk ManagementCompliance ManagementFinancing ApplicationsTax KnowledgeMarket AnalysisService Standards KnowledgeAssessment TechniquesBusiness Development

Soft Skills

Customer FocusInterpersonal SavvyAction OrientedNimble LearningMentoring

Tools & Technologies

Desjardins Digital SolutionsBanking ProductsFinancial Services Platforms

Industry Keywords

Wealth ManagementHigh-Net-Worth ClientsMass-Affluent ClientsFinancial CooperativeCaisse Products and Services

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 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 recommendations to ensure member and client satisfaction and support business growth
Drive results through sound risk and compliance management and adherence to practices and policies
Mentor and coach team members as a subject-matter expert
Identify current and potential needs, focusing on growing member and client wealth
Analyze needs and provide 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 according to risk management and profitability standards
Help members and clients use Desjardins digital solutions and distribution channels
Contribute to Signature Service (Desjardins Securities) business development by collaborating with key Desjardins partners 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
Other combinations of qualifications and relevant experience may be considered
Knowledge of French is required
Knowledge 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 products and services aimed at caisse members and those offered by Desjardins business centres, Desjardins components, Desjardins distribution networks, and competitors
Good grasp of the philosophy and fundamentals of a financial services cooperative
Knowledge of policies, legislation and standards related 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