Specialized Financing and Banking Solutions Advisor

Relevance; Quebec; Hybrid; CAD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness —

telework equipment

Job summary

Desjardins is seeking a specialized financing and banking solutions advisor to build and maintain personalized relationships with mass-affluent and high-net-worth members. You will analyze needs, offer financing and investments, and support business development within the wealth management network.

Joining the team requires a Bachelor’s degree, at least two years of relevant experience, and fluency in French.

Qualifications

• Bachelor's degree in a related field.
• Minimum of two years of relevant experience.
• Knowledge of French is required.
• Awareness of financial, economic, political and legislative events.
• Familiarity with Desjardins products and processes.

Responsibilities

• Identify current and potential needs to grow member wealth.
• Analyze member needs and offer personalized financing and investments.
• Answer and follow up on member queries about banking services.
• Negotiate credit conditions per risk and profitability standards.
• Promote Desjardins digital solutions to members and clients.

Skills

Interpersonal savvy

Customer focus

Drive results

Action oriented

Nimble learning

Education

Bachelor's degree

Job description

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!

Job Family

Member/client sales and service (FG)

Unposting Date

2026-10-15