Job Description

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

Communicates effectively, Drive results, Interpersonal Savvy

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

2026-05-26