Private Banker at Desjardins

Toronto, Ontario, Canada -

Full Time

Start Date

Immediate

Expiry Date

25 Jul, 26

Salary

0.0

Posted On

26 Apr, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Relationship management, Wealth management, Complex financing, Credit analysis, Risk management, Business development, Financial consulting, Strategic planning, Client advisory, Negotiation, Portfolio management, Debt management, Investment solutions, Digital solutions, Interpersonal skills, Decision quality

Industry

Banking

Description

As a private banker, you act as a professional advisor providing a superior member/client experience to Desjardins Wealth Management's high-net-worth households by meeting their financing, cash management and day-to-day banking needs. You attract high-net-worth households and develop a long-term relationship with this clientele. To do so, you work together with wealth managers to ensure high-level relationship management through a personalized and distinctive approach in compliance with the standards for first-rate service, proactive contacts and support in their projects and life events. You maintain ongoing communication and meticulously follow up with wealth managers and Business Services account managers to identify member/client needs, and thus actively participate in the growth of existing relationships and the development of new business relationships. Your role is to provide a high-end integrated offering for clients with complex and specialized needs and recommend innovative and customized strategies and solutions to meet member/client needs. You are responsible for the banking portfolio of members and clients, which includes financing, debt management, transaction accounts, prestige credit cards, personalized banking packages, investments, and current and protective financial solutions. As an expert in banking solutions, and more specifically, complex financing, you negotiate the terms and conditions of authorized credit, ensuring that they meet the risk management standards and profitability criteria sought and the satisfaction of members, clients and partners. More specifically, you will be required to: Ensure relationship management and first-rate proactive advice to high-net-worth households that exceed their immediate needs Focus on members and clients by working closely with wealth managers and other Desjardins partners to support their goals through a comprehensive wealth management strategy Develop long-term relationships with high-net-worth clients by fully understanding their situation and by meeting all their banking and financing needs Structure complex financing requests by interpreting financial data through sophisticated analysis and submit financing and credit renewal requests Negotiate credit terms and conditions in compliance with risk management standards and profitability criteria Be able to identify the risks inherent to the Wealth Management sector's activities Contribute to Desjardins business development objectives by ensuring the repatriation and development of business with high-net-worth clients and their families Be familiar with the digital solutions offered by Desjardins and encourage members and clients to use them by providing them with information and assistance Resolve member/client problems to their complete satisfaction Stay on top of the latest products, services and standards in your field. 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 #ON11 What you bring to the table Bachelor’s degree in finance or in a related field A minimum of nine years of relevant experience , including four to six years of relevant experience in corporate financial consulting (commercial credit) Please note that other combinations of qualifications and relevant experience may be considered MFDA (Mutual Fund Dealers Association of Canada) license , CIRO registration as a Dealing Representative of a Mutual Fund Dealer Successful completion of the Canadian Securities Course (CSC) Professional designations including CFA, CPA, MBA, LL. B., FEA Advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients Candidate must be available to travel within GTA, surrounding areas and other regions within Ontario Candidate must have a G driver's license Ambiguity, Decision quality, Develops talent, Drive results, Interpersonal Savvy, Networks, Situational adaptability, Trust 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 2026-04-30 Desjardins Group is the largest cooperative financial group in North America. We're the choice for over 52,000 employees and we're named one of Canada's top employers by Mediacorp and Forbes. We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance. Pursuing a career at Desjardins means being part of an organization that puts people first.

Responsibilities

The private banker acts as a professional advisor to high-net-worth households, managing their financing, cash management, and day-to-day banking needs. They collaborate with wealth managers to develop long-term relationships and provide customized, high-end integrated financial strategies.