Specialized Financing and Banking Solutions Advisor
Core
Serve as a debt management and financing expert advisor for mass-affluent and high-net-worth clients, developing personalized strategies and offering banking products and services.
Role type
Senior IC specialized financing and banking solutions advisor
Builds
Personalized financing strategies, banking products, and debt management solutions for high-net-worth members
Domain
Financial services / Wealth management / Banking
Required skills
Debt management, Credit negotiation, Financial planning, Risk management, Compliance, Client relationship management, Complex financing structuring, Product knowledge
Preferred skills
Coaching and mentoring, Digital solution adoption, Business development
Technologies
Desjardins digital solutions
Responsibilities
Identify and analyze member and client needs for financing and investments; Negotiate credit conditions in accordance with risk and profitability standards; Structure highly complex financing applications; Provide advice on savings, investments, and everyday financial transactions; Mentor and coach team members; Ensure compliance with policies and practices.
Seniority
Mid-Senior, hands-on IC