{"id":3646152,"url":"https://alion.io/job/desjardins-private-banker","title":"Private Banker","company":{"id":8073,"name":"Desjardins","domain":"desjardins.com","url":"https://alion.io/company/desjardins","size_band":"5000+","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":89,"open_postings":20,"ghost_share":0,"stale_share":0.65,"repost_share":0,"time_to_fill_p50_days":16,"computed_at":"2026-11-12T10:38:37Z"}},"role":"Marketing","role_family":"Marketing","seniority":"senior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Ottawa, Canada"],"countries":["CA"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-11-02T22:54:48Z","employer_posted_date":"2026-11-02","last_verified_at":"2026-11-12T14:18:25Z","board_verified":true,"closed_at":null,"days_open":9,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":9},"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 :\nEnsure relationship management and first-rate proactive advice to high-net-worth households that exceed their immediate needs.\nFocus on members and clients by working closely with wealth managers and other Desjardins partners to support their goals through a comprehensive wealth management strategy.\nDevelop long-term relationships with high-net-worth clients by fully understanding their situation and by meeting all their banking and financing needs. \nStructure complex financing requests by interpreting financial data through sophisticated analysis and submit financing and credit renewal requests.\nNegotiate credit terms and conditions in compliance with risk management standards and profitability criteria.\nBe able to identify the risks inherent to the Wealth Management sector's activities.\nContribute to Desjardins business development objectives by ensuring the repatriation and development of business with high-net-worth clients and their families.\nBe familiar with the digital solutions offered by Desjardins and encourage members and clients to use them by providing them with information and assistance.\nResolve member/client problems to their complete satisfaction.\nStay on top of the latest products, services and standards in your field.\nWhat we offer*\nCompetitive salary and annual bonus\n4 weeks of flexible vacation starting in the first year\nDefined benefit pension plan that provides predictable, stable income throughout retirement\nGroup insurance including telemedicine\nReimbursement of health and wellness expenses and telework equipment\n*Benefits apply based on eligibility criteria.\n#LI-Hybrid, #ON09\nWhat you bring to the table\nBachelor's degree in finance or a relevant field\nA 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\nPlease note that other combinations of qualifications and relevant experience may be considered\nMutual fund representative (MFR) licence\nAdvanced 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\nAmbiguity, Decision quality, Drive results, Interpersonal Savvy, Networks, PersuadesEquity, Diversity, Inclusion and Accessibility\nAt 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.\nIf 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!\nTrade Union (If applicable)\nJob Family\nMember/client sales and service (FG)Unposting Date\n2026-11-16","description_format":"text","description_chars":4752,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[{"language":"French","level":"Advanced (C1)","optional":false},{"language":"English","level":"Advanced (C1)","optional":false}]},"benefits":["Equity"],"hiring_locations":[{"name":"Canada","iso":"CA","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Property & Casualty Insurance","Credit Unions & Cooperative Banks","Life Insurance & Annuities"],"lifecycle":[{"event":"open","at":"2026-11-02T22:54:48Z"}],"visa":[],"liveness":{"score":56,"band":"ok","label":"Likely open","p_open":1,"p_active":0.619,"p_room":0.9,"age_days":9,"expected_fill_days":16,"reasons":["conf:15","stale_co","velocity","win:mid","comp:brand"],"computed_at":"2026-11-12T10:38:37Z"},"pay":null,"html_url":"https://alion.io/job/desjardins-private-banker","json_url":"https://alion.io/job/desjardins-private-banker.json","meta":{"generated_at":"2026-11-12T16:32:52Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":34673,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-13T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":8073},"rest":"https://alion.io/mcp/rest/get_company?id=8073"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fdesjardins-private-banker"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":2,"usd":0.2},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fdesjardins-private-banker"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fdesjardins-private-banker"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/desjardins-private-banker\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fdesjardins-private-banker"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3646152}},{"tool":"search_jobs","arguments":{"company":"desjardins.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3646152},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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