Desjardins Group is hiring a Specialized Financing and Banking Solutions Advisor

As a specialized financing and banking solutions advisor, you'll be the go-to expert for mass-affluent and high-net-worth clients in our wealth management network. Think of yourself as a financial Swiss Army knife—helping clients navigate complex financial landscapes with personalized strategies, banking products, and razor-sharp advice on savings, investments, and daily financial transactions. Your role is all about building deep, meaningful client relationships. You'll work closely with wealth managers and business center managers, using your interpersonal skills to deliver premium support. Your mission? Ensure client satisfaction, drive business growth, and manage risk with surgical precision. More specifically, you will be required to: • Identify current and potential client needs, with laser focus on growing their wealth • Analyze and offer personalized advice on financing, investments, and financial solutions • Expertly handle and follow up on client queries about banking services • Stay ahead of the curve with the latest industry standards, products, and services • Negotiate credit conditions that balance risk management and profitability • Be a pro at Desjardins's digital solutions, helping clients navigate new technologies • Contribute to business development objectives for Signature Service by collaborating with key internal partners • Structure complex financing applications with finesse What we offer*: • Competitive salary and annual bonus • 4 weeks of flexible vacation starting in the first year • Defined benefit pension plan for stable retirement income • Group insurance including telemedicine • Reimbursement of health/wellness expenses and telework equipment * Benefits apply based on eligibility criteria. What you bring to the table: • Bachelor's degree in a related field • Minimum 2 years of relevant experience (other combinations may be considered) • Mutual fund representative certificate from Autorité des marchés financiers • Fluent in French • Deep knowledge of: - Financial, economic, political, and legislative landscapes - Individual markets and business leaders - Tax and financial issues for individuals and business owners - Desjardins and competitor products/services - Financial cooperative philosophy - Relevant policies, legislation, and standards - Desjardins business processes and service standards - Debt management - Financing request assessment techniques Drive results, Interpersonal Savvy #LI-Hybrid Trade Union (If applicable) 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! Job Family Member/client sales and service (FG) Unposting Date 2025-08-1