Jobs in Canada

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Added 6 hours ago
J
Key Account Manager
Jobgether
Canada
- Full-time
As a Key Account Manager, you will play a key role in developing and growing a portfolio of retail travel agency partners across Eastern Canada. You will drive commercial performance,…
Added 7 hours ago
RD
Assistant Branch Operations Manager
RBC Dominion Securities
Winnipeg, MB
- Full-time
…and administrative support to the Branch Management Team and Advisor teams. In addition to managing client account activities and ensuring compliance standards are met, the Branch…
Added 8 hours ago
EF
Senior Client Service and Planning Associate
Entrust Financial Services
Winnipeg, MB
- Full-time
Familiarity with Morningstar Advisor Workstation, Conquest, Naviplan, FreshPlan, Act!, AdvisorStream, ChatGPT, Claude, Continuum, charitable-account experience, and existing investment or…
Added 9 hours ago
A
Private Banking Advisor
ATB
Lloydminster, SK
- Full-time
The Private Banking Advisor delivers a high-touch, relationship-driven banking experience to high-net-worth and ultra-high-net-worth clients across Alberta. Working within an integrated…
Added 10 hours ago
SE
Senior Design Firms Sales Representative
Schneider Electric
Richmond, BC
- $129,600 to $172,800 CAD / year
- Full-time
In this role, you will partner with leading consulting engineering firms, acting as a trusted advisor who influences project design, expands opportunities, and accelerates the adoption of…
Added 11 hours ago
II
Vice President, Brand Health Tracking
Ipsos in Canada
Toronto, ON
- Full-time
…Health Tracking, serving as both a commercial leader and trusted advisor to clients. This individual will be responsible for managing and growing a significant revenue stream, strong client…
Added 11 hours ago
RB
Coordinator, Digital Marketing
Royal Bank of Canada
Toronto, ON
- Full-time
As the Marketing Coordinator within the Wealth Marketing Canada (WMC) web team, you will be the go-to executor for advisor website requests across the country. This is a hands-on,…
Added 12 hours ago
T&
Senior Project Leader
Turner & Townsend
Ottawa, ON
- Full-time
The successful candidate will serve as a trusted advisor to senior stakeholders, guiding the project through planning, design, procurement, construction, commissioning, and operational…
Added 12 hours ago
S
Lead, Account Solution Engineer/Manufacturing & Automotive
Salesforce
Toronto, ON · Montreal, QC · Canada - Montreal
- Full-time
…with the customer empathy and business acumen of a trusted advisor. This dynamic role is pivotal in crafting innovative customer engagement strategies, demonstrating platform capabilities,…
Added 13 hours ago
P
Client Success Manager
Posh
Canada
- Full-time
Act as a trusted advisor, addressing concerns proactively and escalating risks when needed.
Added 13 hours ago
R
Coordinator, Digital Marketing
RBC
Toronto, ON
- Full-time
As the Marketing Coordinator within the Wealth Marketing Canada (WMC) web team, you will be the go-to executor for advisor website requests across the country. This is a hands-on,…
Added 13 hours ago
Member Relationship Manager
Your Neighbourhood Credit Union
Kitchener, ON
…Neighbourhood Credit Union (YNCU) members. As a trusted financial advisor, you will help members with their everyday banking, credit, and investment needs, including mutual funds. Through…
Added 13 hours ago
Assistant
Richardson Wealth Ltd
Toronto, ON · Vancouver, BC · Calgary, AB
Assist the Investment Advisor(s) in preparing account documentation including client reviews, presentations, correspondance and reports
Added 13 hours ago
Service Advisor
Driving Force Group of Companies Recruitment Team
Edmonton, AB
Hino Central is looking for a Service Advisor to join our team in Edmonton, AB. The Service Advisor will be responsible to provide professional, safe and reliable service to our internal…
Added 13 hours ago
SP
Platform and Security Growth Business Account Executive
Salesforce Partner Canada
Toronto, ON
- Full-time
In the role of Platform Account Executive, you'll unlock the untapped potential of our Platform by collaborating with Account Owners (Core Account Executives) to deliver relevant insights…
Added 13 hours ago
S
AI & Data Strategist
Slalom
Calgary, AB
- Full-time
Serve as a trusted advisor to client stakeholders, facilitating cross-functional alignment and providing leadership across strategic engagements.
Added 13 hours ago
A
New Accounts Administrator, Registered Products
Altis
Markham, ON
- $26 to $29 CAD / hour
- Contract
Join a collaborative financial services team as a New Accounts Administrator, supporting new account processes and helping ensure requests are handled accurately, efficiently, and within…
Added 13 hours ago
A
Director, Enterprise Solutions - Google Cloud
APPLY
Toronto, ON
- Full-time
…execution. You'll be a hands-on architect and trusted technology advisor to client executives while driving co-sell engagement with Google Cloud's partner engineering, product, and field…
Added 13 hours ago
Vice President, Brand Health Tracking
Ipsos
Toronto, ON
…Health Tracking, serving as both a commercial leader and trusted advisor to clients. This individual will be responsible for managing and growing a significant revenue stream, strong client…
Added 13 hours ago
S
Constructability Advisor
Stantec
Calgary, AB
- Full-time
…a variety of energy projects. The role of Constructability Advisor will be broad but mainly involve the…
Added 13 hours ago
B
Client Service Assistant
BMO
Waterloo, ON · MARS
- Full-time
…money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential…
Added 13 hours ago
SC
Universal Financial Associate - Coventry Hills
Servus Credit Union
Calgary, AB
- Full-time
Proactively gather and document all pertinent information required for the Financial Advisor to have a robust conversation.
Added 13 hours ago
Z
Customer Success Manager
Zappix
Success, SK
- Full-time
Customer Success Manager is a key part of our Customer Success organization. The CSM is the trusted advisor who will manage all aspects of the customer lifecycle. From deployment and…
Added 14 hours ago
T
Associate Investment Advisor
TD
Waterloo, ON
- Full-time
Are you a dedicated account manager in tune to the needs of high value brokerage clients? Can you provide professional and flawless service delivery in support of your designated Investment…
Added 14 hours ago
SG
Spécialiste de l'expérience client/Customer Experience Specialist
Solutions GURUS (GURUS Solutions)
Montreal, QC
- Full-time
…Specialist to join our high-performing team and act as a trusted advisor to our clients as they scale their operations with NetSuite and our ecosystem of…

Desjardins

Private Banker

Ottawa, ON, Canada

Full-time

Apply on desjardins.wd10.myworkdayjobs.com About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 17, 2026
Posting language: English
Posted: Nov 2, 2026

Original job 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. 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, #ON09

What you bring to the table

Bachelor's degree in finance or a relevant field
A minimum of five years of relevant experience in finance and as a personal financial advisor, including two to four years of relevant experience as a business financial advisor commercial credit
Please note that other combinations of qualifications and relevant experience may be considered
Mutual fund representative (MFR) licence
Advanced proficiency of English and French due to the nature of the duties or work tools or because the position involves interactions with English and French speaking partners, members and/or clients

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

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

2026-11-16

Apply on desjardins.wd10.myworkdayjobs.com About employer

More about this job

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, innovative financial strategies.

Requirements

Candidates must hold a bachelor's degree in finance or a relevant field and possess at least five years of experience in finance, including commercial credit. A Mutual Fund Representative (MFR) license and advanced proficiency in both English and French are required.

Skills

Relationship management
Financial analysis
Credit negotiation
Risk management
Business development
Wealth management
Financing
Cash management
Banking solutions
Client advisory
Strategic planning
Portfolio management
Communication
Problem solving
Digital solutions

Benefits

Competitive salary
Annual bonus
4 weeks of flexible vacation
Defined benefit pension plan
Group insurance
Telemedicine
Reimbursement of health and wellness expenses
Telework equipment

Visa sponsorship

Not detected in the job text

Keywords

Private Banker
Wealth Management
High-net-worth
Financing
Cash Management
Credit
Risk Management
Profitability
Business Development
Financial Analysis
Mutual Fund Representative
MFR
Banking
Portfolio Management
Digital Solutions
Relationship Management
Financial Advisor
Commercial Credit
Investment
Debt Management

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Work requirements

Jobs in Canada