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Added 19 mins ago
DB
Part Time Bridal Sales
David's Bridal
Cambridge, ON
- $16 to $25.8 CAD / hour
- Part-time
…customers. Stylists are responsible for providing 5-Star Customer Service to all David’s Bridal customers, achieving sales goals and productivity by expertly following our selling…
Added 19 mins ago
CW
Facility Solutions Manager, full time
City Wide Facility Solutions
Burnaby, BC
- $55,000 to $80,000 CAD / year
- Full-time
Approve Night Managers and/or Service Representative's pay sheets; ensure accuracy
Added 19 mins ago
CW
Facility Solutions Manager, full time
City Wide Facility Solutions
Vancouver, BC
- $55,000 to $80,000 CAD / year
- Full-time
Approve Night Managers and/or Service Representative's pay sheets; ensure accuracy
Added 19 mins ago
M
Full-Time Cashier / Line Cook
McDonald's
Brossard, QC
- Full-time
No experience needed, while previous experience working in food service or retail as a barista, server, sales associate, cashier, team member, or customer sales representative is always…
Added 19 mins ago
M
Part-Time Cashier / Line Cook
McDonald's
Brossard, QC
- Part-time
No experience needed, while previous experience working in food service or retail as a barista, server, sales associate, cashier, team member, or customer sales representative is always…
Added 49 mins ago
TH
Merchandising Execution Associate Part Time - 7255 Cranbrook
The Home Depot Canada
Cranbrook, BC
- Part-time
Merchandising Execution Associates (MEAs) perform in-store merchandising service activities such as merchandising projects, planogram maintenance, overhead organization, and display/signage…
Added 1 hour ago
Customer Service Representative (Dimond Roofing, Hamilton)
Fletcher Building
Hamilton, ON
…branch is growing, and we’re looking for a motivated Customer Service Representative who enjoys solving problems, building relationships, and keeping things running…
Added 2 hours ago
C
Financial Planner II (CIRO-ID) [Brampton, Mississauga, Maple, Woodbridge]
CIBC
Mississauga, ON · Brampton, ON · Maple, ON · Woodbridge, ON
- Full-time
As a member of the Imperial Service Team, you’ll manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing…
Added 2 hours ago
Maintenance
McDonald's
Gaspé, QC
While previous experience working in food service or retail as a barista, server, sales associate, cashier, team member, or customer sales representative is always helpful and appreciated,…
Added 2 hours ago
Maintenance
McDonald's
Matane, QC
While previous experience working in food service or retail as a barista, server, sales associate, cashier, team member, or customer sales representative is always helpful and appreciated,…
Added 2 hours ago
Maintenance
McDonald's
Amqui, QC
While previous experience working in food service or retail as a barista, server, sales associate, cashier, team member, or customer sales representative is always helpful and appreciated,…
Added 2 hours ago
Maintenance
McDonald's
Chandler, QC
While previous experience working in food service or retail as a barista, server, sales associate, cashier, team member, or customer sales representative is always helpful and appreciated,…
Added 3 hours ago
Guest Experience Leader
McDonald's
Fort Frances, ON
While previous experience working in food service or retail as a barista, server, sales associate, cashier, team member, or customer sales representative is always helpful and appreciated,…
Added 3 hours ago
VM
Field Sales Representative
Vantage Marketing Canada
Mississauga, ON
- Contract
Since 2009, Vantage Marketing Canada has grown from a group of students with a bold idea into Canada’s #1 summer sales experience, employing over 3,000 students across 20 cities…
Added 3 hours ago
Maintenance
McDonald's
Chatham-Kent, ON
While previous experience working in food service or retail as a barista, server, sales associate, cashier, team member, or customer sales representative is always helpful and appreciated,…
Added 3 hours ago
Maintenance
McDonald's
Chatham-Kent, ON
While previous experience working in food service or retail as a barista, server, sales associate, cashier, team member, or customer sales representative is always helpful and appreciated,…
Added 3 hours ago
Client Care Specialist
Property Law Firm CB LLP
Calgary, AB
…Customer Operations Specialist, Onboarding Specialist or Inbound Sales Development Representative, this is written for…
Added 4 hours ago
A
Business Development Representative
Anchorbase
Toronto, ON
- Full-time
Previous sales, customer service, business development, or startup experience is helpful, but not required. We care more about drive, judgment, communication, and coachability.
Added 5 hours ago
Territory Sales Representative, Implants
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BC · Canada Home Office, BC
…relationships and business is a key priority. As a Territory Sales Representative, you serve as the front-line point of contact to our customers. You will work closely in developing strong…
Added 8 hours ago
CD
Business Development Manager
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- Full-time
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Added 12 hours ago
LG
Territory Sales Repesentative - Canada
LeafFilter Gutter Protection
Regina, SK
- Full-time
Territory Sales Representative with Leaf Filter
Added 12 hours ago
T
Customer Service Representative [Retail]
Torstaff
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- Full-time
Duties: Full administration duties and follow-up related to customer service.
Added 13 hours ago
LG
Territory Sales Repesentative - Canada
LeafFilter Gutter Protection
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- Full-time
Territory Sales Representative with Leaf Filter
Added 13 hours ago
LG
Territory Sales Repesentative - Canada
LeafFilter Gutter Protection
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Territory Sales Repesentative - Canada
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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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