As Manager, Institutional Client Portfolio Management, you help serve, develop and maintain business relationships with mass-affluent members and clients. The institutional team is responsible for prestigious Desjardins members who have complex and strategic financing needs. Financing can be provided through bilateral, club deal or syndicated loans. You are responsible for financial reviews, monitoring commitments and Desjardins's internal relationships with this client segment, among other things. You analyze highly complex financing files, including calls for tender. You work closely with the assigned account managers to prepare recommendations, describing the financing and follow-up conditions and the guarantees required, with a focus on sound and prudent risk management. You drive results by actively helping your unit meet its business development objectives. More specifically, you will be required to
Oversee internal relationships (partners)
Manage the portfolio, which means keeping the portfolio up to date in terms of annual financial reviews
Identify and analyze member/client needs, develop personalized solutions, and prepare integrated service offers that balance member/client satisfaction, profitability and risk
Analyze requests, and model and analyze financial results and projections to make recommendations to Desjardins decision-making levels (credit)
Support account managers and analysts
Train analysts
Monitor the industry
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.
What you bring to the table
Bachelor's degree in a related field
A minimum of four years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Knowledge of French is required
Intermediate knowledge of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
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
Risk management (FG)Unposting Date
2026-05-11