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RETIREMENT STRATEGY ADVISOR
National Bank of Canada
Val-d'Or, QC
- Full-time
Added 10 mins ago
NB
Banking Advisor
National Bank of Canada
Kelowna, BC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
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Financial Licensed Assistant
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- Full-time
The Financial Licensed Assistant’s primary focus is to assist the advisor in the day-to-day trading and the administration of the business. To assist the advisor, manage the portfolios and…
Added 10 mins ago
NB
Loan Syndication Agency Advisor
National Bank of Canada
Montreal, QC
- Full-time
As an Advisor - Syndication Agency, you play a key role in analyzing, coordinating and executing syndicated financing, in collaboration with numerous internal and external partners.
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Senior Financial Planning Advisor
National Bank of Canada
Montreal, QC
- Full-time
Bank Financial (NBF) means acting as a trusted advisor to high-net-worth
Added 10 mins ago
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- Full-time
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Senior Integration & BI Developer
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…support business growth, increase market share, and strengthen advisor and client adoption of priority products and asset classes. Accountable for delivering successful, compliant, and…
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ScotiaMcLeod Senior Financial Planning Associate
Scotiabank
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Toronto, ON · Canada - Toronto
- Full-time
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CCA(Certified Crop Advisor) or PAg (Professional Agrologist) or RTAg or ability to get one.
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Beauty Advisor - Part Time
Sephora
Red Deer, AB
- $17 to $20 CAD / hour
- Part-time
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 10 mins ago
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Paid Services Beauty Advisor - Full Time
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- $19.7 to $23.2 CAD / hour
- Full-time
As our Paid Service Beauty Advisor, you are an expert in all thing’s beauty! You’re here to guide our clients on their beauty journey at the Beauty Studio & beyond. It’s not just about the…
Added 25 mins ago
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Client Advisor
RBC
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- Part-time
Client Advisor Intern – Job ID Code 2251 | Client Advisor – Job ID Code 2252
Added 25 mins ago
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Senior Advisor, Research Chairs
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Calgary, AB · Vancouver, BC · Toronto, ON · Montreal, QC
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Govern Azure SQL automatic tuning and Database Advisor recommendations, including production safeguards and rollback readiness.
Added 40 mins ago
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Office Manager
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Client Services Coordinator
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AB · Edmonton, AB
- Full-time
…economic, social and environmental value as a global real estate advisor, powered by…
Added 40 mins ago
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Procurement and Contracts Specialist
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Ottawa, ON
- $86,000 to $97,000 CAD / year
- Contract
You’ll serve as a trusted advisor to internal clients throughout the procurement lifecycle, ensuring every strategy and purchasing decision aligns with organizational needs, regulatory…
Added 40 mins ago
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Sales (Fitness Advisor) - Markham Birchmount and Enterprise
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The Fitness Advisor is responsible for recruiting and working with new members to understand their specific health and fitness goals and provide recommendations for how they can achieve…
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Wealth Management Advisor
Desjardins
Châteauguay, QC · Mercier, QC
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
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Mobile Mortgage Advisor (Cobourg/Peterborough/Belleville, ON) - 100% Commission
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Belleville, ON · Cobourg, ON · Peterborough, ON · Toronto, ON
- Full-time
…clients achieve their home ownership dreams. As a Mobile Mortgage Advisor, you’ll have the flexibility to meet with your clients where and when it’s convenient for them. You’ll make lasting…
Added 40 mins ago
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Associate Financial Advisor
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- Full-time
…difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple,…

Desjardins

Private Banker

Ottawa, ON, Canada

Full-time

Apply About employer

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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 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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