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Added 10 mins ago
DC
Electrical Engineer
Dillon Consulting Limited
Windsor, ON
- Full-time
…external stakeholders? Are you a thought leader, a trusted advisor and a problem solver? If you enjoy entrepreneurship and innovation, this opportunity is for you! As someone with excellent…
Added 10 mins ago
SC
Member Experience Advisor - Hinton Branch
Servus Credit Union
Hinton, AB
- Part-time
The Member Experience Advisor role acts as the first line of support as members work towards their financial goals. This role is responsible for providing exceptional member service by…
Added 10 mins ago
R
Client Advisor Intern
RBC
Windsor, ON
- Part-time
…you have the self-motivation to deliver exceptional customer service and are excited to help clients embrace our digital capabilities, you can build a great career with us as a future…
Added 10 mins ago
D
Health, Safety and Environment (HSE Advisor)
Dexterra
Vancouver, BC
- $75,000 to $85,000 CAD / year
- Full-time
Reporting to the Sr. Manager, HSE, the HSE Advisor will mainly support Dexterra's Transit Operations portfolio and will be responsible for providing leadership, guidance, and technical…
Added 10 mins ago
RB
Banking Advisor
Royal Bank of Canada
Moncton, NB
- Full-time
Track record in building rapport and maintaining client relationships within the financial or service industry
Added 10 mins ago
Parts Advisor (Jaguar-Land Rover Edmonton)
Go Auto
AB · Edmonton, Alberta
Rev up your career as a Parts Advisor with our team!
Added 25 mins ago
KC
Service Advisor
Kalawsky Chevrolet Buick GMC
Castlegar, BC
- Full-time
Role Description The Service Advisor is a full-time, on-site role based at the Kalawsky Chevrolet Buick GMC dealership in Castlegar, BC. In this position, the Service Advisor is the primary…
Added 25 mins ago
PC
Resourcing and Deployment Senior Associate, Assurance (Bilingual FR/EN)
PwC Canada
Montreal, QC
- Full-time
Build strong relationships within the line of service to establish oneself as a trusted advisor while also promoting and focusing on resource sharing across regional counterparts
Added 25 mins ago
Non-Reg On-Caller - Vaughan, ON
Edward Jones
Vaughan, ON
…the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We’re proud to serve over nine million clients. Our BOAs are a valued part of…
Added 25 mins ago
Recruitment and Outreach Advisor (App. D/Temp. Assignment: December 2026 - December 2027)
Mohawk College
Hamilton, ON
…strategic enrolment objectives, the Recruitment & Outreach Advisor plays a key role in the execution of the college’s student recruitment and conversion strategy. This involves executing…
Added 25 mins ago
MK
MK Vaughan Mills ACC - Seasonal Sales Assistant
Michael Kors
Vaughan, ON
- Part-time
Act as a fashion advisor while demonstrating product knowledge
Added 40 mins ago
U
Human Resources Manager
Univeris
Toronto, ON
- Full-time
Manager Leadership Coaching: Serve as a trusted advisor to people managers - training leaders to conduct rigorous 1-on-1s, deliver candid feedback,and proactively address performance…
Added 40 mins ago
MN
26-140 - Senior Director, Human Resources
Metis Nation British Columbia
Surrey, BC
- Full-time
…and is accountable for establishing a disciplined, efficient, service-oriented HR function grounded in clear policy, accurate data and consistent…
Added 40 mins ago
HI
Insurance Advisor, Mobile Auto
HUB International
Richmond, BC
- Full-time
6+ months of previous insurance experience; ideally as a Road Advisor.
Added 40 mins ago
PA
Automotive Sales Representative
Pfaff Automotive Partners Inc.
Thornhill, ON
- Full-time
…through vehicle delivery and beyond, you’ll serve as a trusted advisor and build lasting customer…
Added 55 mins ago
D
Health, Safety and Environment (HSE Advisor)
Dexterra
Vancouver, BC
- Full-time
Reporting to the Sr. Manager, HSE, the HSE Advisor will mainly support Dexterra's Transit Operations portfolio and will be responsible for providing leadership, guidance, and technical…
Added 55 mins ago
H|
Senior Health Economist
Health | Santé
Toronto, ON
- $92,976 to $135,136 CAD / year
- Temporary
Expertise in theories, concepts, methods and measures in health economics to act as a leading subject advisor with respect to health workforce planning initiatives
Added 55 mins ago
MN
26-140 - Senior Director, Human Resources
Métis Nation British Columbia
Surrey, BC
- Full-time
…and is accountable for establishing a disciplined, efficient, service-oriented HR function grounded in clear policy, accurate data and consistent…
Added 55 mins ago
U
Human Resources Manager
Univeris
Toronto, ON
- $95,000 to $110,000 CAD / year
- Full-time
Manager Leadership Coaching: Serve as a trusted advisor to people managers - training leaders to conduct rigorous 1-on-1s, deliver candid feedback,and proactively address performance…
Added 55 mins ago
AA
Associate Portfolio Manager
Accounting Advantage
Toronto, ON · Greater Toronto Area, Canada
- $100,000 to $300,000 CAD / year
- Full-time
Intermediate-level advisor position within an established wealth management group of five. This is not a junior or administrative support role. The successful candidate will work directly…
Added 55 mins ago
Senior Talent Acquisition Specialist
I M P Group International Inc.
Dorval, QC
…excellence, we redefine the way you fly, ensuring unparallelled service and unforgettable experience. Our success is driven by a team of over 550 dedicated employees who all share the same…
Added 55 mins ago
Financial Advisor - Richmond Road Branch, AB
Scotiabank
Calgary, AB
…Banking Branch network, our focus is to provide exceptional service throughout the customer’s journey…
Added 55 mins ago
F
Strategic Account Manager - Rentals
Finning
Edmonton, AB
- Full-time
In this highly visible role, you will serve as a trusted advisor to key strategic customers, helping them solve complex operational challenges through innovative rental solutions. By…
Added 1 hour ago
YO
Payroll and HRIS Specialist
YMCA of Southern Interior BC
Kelowna, BC
- Full-time
Ensure compliance with payroll legislation and policy while delivering exceptional service to employees.
Added 1 hour ago
IF
New Business Administrator
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
The primary focus of the New Business Administrator is to ensure service levels to advisors are maintained and to manage cases from submission to commission as quickly and seamlessly as…

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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