Private Banker

1 month ago

Montréal, Canada Desjardins Full time

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.

Job Level

NV-09

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.

General Information on the Position

Other working conditions- The work arrangement for the position is hybrid work #LI-Hybrid- Number of jobs available : 1

**Qualifications**:
- Bachelor's degree in finance or in a related field- A minimum of 4 years of relevant experience in finance, as a personal financial advisor or in an other relevant experience- Experience as a business financial advisor (commercial credit) (an asset)

Please note that other combinations of qualifications and relevant experience may be considered- Mutual fund representative (MFR) licence- Diploma in financial planning issued by the IQPF (an asset)- Successful completion of the Canadian Securities Course (CSC) (an asset)- Professional designations, particularly CFA, CPA, MBA, LL. B., FEA (an asset)- For vacant positions available in Quebec, please note that knowledge of French is required

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Ambiguity, Decision quality, Drive results, Interpersonal Savvy, Networks, Persuades

Work Location

Complexe Desjardins Montréal

Trade Union

Non Syndiqué

Unposting Date

2023-03-7

Job Family

Member/client sales and service (FG)

Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.

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