Specialized Financing and Banking Solutions Advisor

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. Interpersonal savvy is therefore essential. You offer premium support to members and clients. You make recommendations to ensure the full satisfaction of members and clients and to support business growth. 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 are attentive to member/client needs. You act on opportunities and advise and assist members and clients to help them get the most out of new technology and distribution channels. You are mindful of their interests and satisfaction.
Identify current and potential needs, with a focus on growing the wealth of members and clients.
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.
Contribute to business development objectives for Signature Service (Desjardins Securities) by working closely with key collaborators at Desjardins, while ensuring the in-transfer and development of new business with target clients.
Structure highly complex financing applications.
What we offer*
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
*Benefits apply based on eligibility criteria.
#LI-Hybrid
What you bring to the table
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 a Good 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 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
Equity, Diversity, Inclusion and Accessibility
At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. 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. Just ask!
Trade Union (If applicable)
Job Family
Member/client sales and service (FG)
Unposting Date
2026-10-15