Manager, Institutional Client Portfolio Management

Desjardins

Manager of Institutional Client Portfolio Management at Desjardins. Focus on business relationships, financial reviews, and risk management for affluent members.

Posted 5/15/2026full-timeMontréal • 🇨🇦 CanadaMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Bachelor's degree in a related field
A minimum of four years of relevant experience
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

Benefits

Comp & perks

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

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

relationship managementclient needs analysissolution developmentfinancial analysisrecommendation formulationtrainingmonitoring

Certifications

Bachelor's degree