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Added 12 mins ago
BC
Inside Sales Representative
Bunzl Canada
Calgary, AB
- Full-time
We are seeking a dynamic and results-driven Inside Sales Representative to drive revenue and margin growth by expanding share-of-wallet within existing accounts and identifying…
Added 12 mins ago
F
Sales Development Representative
FlowLinker
Canada
- Full-time
We’re growing fast and looking for a Sales Development Representative who loves starting conversations, understands the value of consistent prospecting and puts the customer first.
Added 12 mins ago
P
Sales Development Representative
Pivot
Montreal, QC
- Full-time
This is a 100% outbound Sales Development Representative role. There are no inbound leads handed to you. You will generate pipeline by prospecting restaurant owners, general managers and…
Added 12 mins ago
M
Digital Media Sales Representative
Multiview
Markham, ON
- Full-time
Digital Media Sales Representative Position Details:
Added 42 mins ago
Employer Liaison - Integrated Employment Services (Newmarket)
ACCES Employment
Newmarket, ON
Experience in business development, sales, B2B recruitment is considered an asset
Added 42 mins ago
C
Mobile Financial Services Representative
CIBC
Surrey, BC
- Full-time
As a member of the Personal and Business Banking team, you’ll deliver an exceptional client experience to support CIBC’s vision of leadership in client relationships and increased client…
Added 42 mins ago
P
Frito Lay Route Sales Representative
PepsiCo
Calgary, AB
- Contract
As a Route Sales Representative at Frito Lay Canada, there are two main accountabilities: (1) selling and developing the business and (2) servicing customers through delivery and…
Added 42 mins ago
TL
Sales Development Representative
The Leadership Agency
Montreal, QC
- Full-time
…been featured in Forbes, The Wall Street Journal, Fortune, Business Insider, and Axios, and closed an $11.5M Series A in March 2026 led by Goodwater Capital, with participation from…
Added 42 mins ago
PS
Director of Sales And Business Development
People Store Staffing
Vaughan, ON
- Full-time
Reporting directly to the President, you will oversee Regional Sales Managers, strengthen representative and distributor partnerships, and identify opportunities to expand into new markets.…
Added 57 mins ago
CF
Business Development Representative
Classic Fire + Life Safety
Guelph, ON
- Full-time
The Business Development Representative is responsible for generating new inspection growth and expanding the company’s recurring service portfolio. This role focuses on identifying new…
Added 1 hour ago
NB
Banking Advisor
National Bank of Canada
Kelowna, BC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 1 hour ago
AB
Business Development Representative
Agile Bookkeeping
Vernon, BC
- Full-time
As a Business Development Representative in our Vernon office, you will help build Agile's outbound pipeline by creating Sales Qualified Leads (SQLs), for Agile’s designated seller. This is…
Added 1 hour ago
AS
Financial Licensed Assistant
Allan Small Financial Group with iA Private Wealth
Toronto, ON
- Full-time
…advisor in the day-to-day trading and the administration of the business. To assist the advisor, manage the portfolios and help provide the best service and advice…
Added 1 hour ago
A
Retail Sales Representative
Acosta
Orillia, ON
- Part-time
We are looking for a results-driven Sales Representative to serve our Big Box and Convenience Store customers. You will meet with customers to execute sales and merchandising strategies,…
Added 1 hour ago
Retail Territory Sales Representative - Barrie South
Molson Coors
Barrie, ON
In the role of Retail Territory Sales Representative working in the Barrie Territory you will be part of the Ontario Commercial team. This position reports to the District Sales Manager,…
Added 1 hour ago
AP
Pest Technician - We'll Train (Base Salary, Commission & Bonus Included)
Abell Pest Control
Portage la Prairie, MB
- Full-time
…successful transferable skills and be equally considered: route sales, route service, field sales, field service, service technician, territory representative, restaurant manager,…
Added 1 hour ago
HI
Country Manager, Canada
Hollister Incorporated
Aurora, ON
- Full-time
The Country Manager, Canada leads the Canadian business unit, in alignment with the broader Americas strategy as well as the Company’s overall strategic plan to maximize sales and…
Added 1 hour ago
D
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…
Added 1 hour ago
A
Retail Sales Representative
Acosta
Windsor, ON
- Part-time
We are looking for a results-driven Sales Representative to serve our Big Box and Convenience Store customers. You will meet with customers to execute sales and merchandising strategies,…
Added 1 hour ago
V
Sales Development Representative
VendorPM
Toronto, ON
- $55,000 CAD / year
- Full-time
As a Sales Development Representative at VendorPM, you will be responsible for contacting vendor leads assigned to you across Canada and the US, and converting them into sales to achieve…
Added 2 hours ago
NM
Sales & Partnerships Representative
New Media Group (NMG)
Toronto, ON
- Full-time
Five or more years of experience in sales, business development or partnerships.
Added 2 hours ago
OA
Executive Director
Opera Atelier
Toronto, ON
- Full-time
…organization. With particular emphasis on fundraising, revenue development, financial stewardship and organizational sustainability, the Executive Director oversees key areas including…
Added 2 hours ago
Route Service Representative (4-Day Workweek)
Cintas
Quebec, QC
Cintas is seeking a Route Service Representative to manage and grow customer accounts in the Rental Division. Our partners drive a truck along an established route and service and sell…
Added 2 hours ago
NC
Member Associate
Northern Credit Union
Barry's Bay, ON
- Full-time
Additional responsibilities include opening personal and business accounts, supporting estate administration processes, assisting with online banking services, processing investments and…
Added 2 hours ago
WC
Territory Manager
Waste Connections of Canada
Edmonton, AB
- Full-time
The Territory Manager will prospect new business while providing excellent customer service. In this role, you will be reaching out to potential customers by cold calling… a lot! We have a…

Desjardins

Private Banker

Ottawa, ON, Canada

Full-time

Apply 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 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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