As an specialized financing and banking solutions advisor , you help serve, solicit, and develop and maintain personalized business relationships with mass-affluent and high-net-worth Signature Service members and clients. You work closely with the wealth management senior advisor, serving as a partner and supporting business relationships with members and clients. Highly developed interpersonal skills are therefore essential. You offer premium banking offerings consistent with the strategies and solutions proposed by wealth management senior advisor. You serve as an expert debt management and financing advisor. You are in charge of the banking offering and provide advice on investment savings and everyday financial transactions. You recommend strategies and solutions tailored to the needs of members and clients with the goal of achieving their full satisfaction and ensuring business growth, sound risk and compliance management, and adherence to current practices and policies, leveraging your ability to achieve results. You listen to the needs of members and clients and seize opportunities by supporting and advising them on the optimal use of technological innovations and the various distribution channels available to them while being mindful of their interests and satisfaction. More specifically, you will be required to:

• Identify current and potential needs to grow 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 products, services and standards in your field. 
• Help carry out a range of promotional activities including speaking events, information sessions and other special events.

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
• Mutual fund representative certificate – Autorité des marchés financiers
• Knowledge of French is required
• Awareness of financial, economic, political and legislative events
• Individual markets, business leaders, and the caisse’s external environment (e.g., clientele, market and competition)
• 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
• Good grasp of the philosophy and fundamentals of a financial services cooperative
• Policies, legislation and standards as they relate to caisse products and services
• Desjardins business processes
• Service standards
• Debt management
• Assessment and follow-up techniques applicable to financing requests

Drive results, Interpersonal Savvy

Trade Union (If applicable)

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

2026-03-23