Main responsibilities
- Develop existing clientele and solicit new business.
- Analyze, draft executive summaries, offer financing to clients, submit financing files to Desjardins Group’s Credit Committee, draft financing offer letters and take the securities and guarantees required for major financing files. In addition, revise financing files and implement methods to follow up on financial commitments to maintain sound management of the loan portfolio.
- Communicate with the company officers to obtain all financial information pertinent to the financial analysis of the file.
- Act as an expert advisor in carrying out financing files for members or clients with major, complex financing needs.
- Define the sector's main issues, assess the file's risks, analyse, make, present and recommend the granting of credit and perform all advisory support activities that could lead to the conclusion of major transactions, in accordance with the organization's policies and practices.
- Monitor market trends and the competition's terms.
Other working condition
- Number of job available : 1
Qualifications
- Bachelor's degree in finance or related field
- A minimum of eight years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
- For vacant positions available in Quebec, please note that knowledge of French is required
Specific knowledge
Independent speaker, upper intermediate knowledge of English
Communicates effectively, Drive results, Interpersonal Savvy, Strategic mindset
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
2026-03-5