See more Collapse

Associate Private Banker

1 month ago

Sudbury, Canada Scotiabank Full time

Requisition ID: 202599

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

What you will be doing:

We are looking for an Associate Private Banker with passion for providing customer service excellence. You will contribute to developing relationships through sound advice and administration of assigned accounts, delivering exceptional personal service. Responsible for day-to-day management of retail and small business solutions and deepening client relationships.

Is this role right for you:

  • Assist in the effective management of client relationships and provide the highest quality customer service
  • Be a subject matter expert developing a full knowledge and understanding of Bank products and services, and an awareness of competitor products and services
  • Assist in client onboarding and recommending retail solutions
  • Be alert for opportunities to expand existing client and prospect relationships
  • Participate in credit management of the units portfolio and manage a designated portfolio of less complex credits
  • Assist in supporting effective operation of the Private Banking Unit complying with regulatory requirements as part of the service process

Do you have the skills to enable you to be successful in this role? We would love to work with you if you have:

  • Thorough knowledge of Retail Bank products, systems and services as well as a detailed understanding of commercial and retail credit principles
  • A good understanding of tax, estate and financial planning and investment vehicles
  • Ability to identify client needs and provide tailored recommendations
  • Customer centricity & passion to make a significant impact on the lives of our customers and our communities
  • Ability to engage comfortably with affluent and influential clientele in both a business and social context, demonstrating an ability to display a high degree of poise and professionalism at all times
  • Fluency in French is an asset
  • University or community college degree
  • Willingness to go above & beyond and exceed customers expectations
  • Consultative customer engagement style with the ability to build trust
  • Ability to balance multiple and often conflicting priorities
  • Desire to work in a dynamic fast paced environment
  • Achievement of the financial planning proficiency standard in the province in which you work, unless working in Quebec. Associate Private Banker working in Quebec is required to have completed the ICB Diploma in Personal Finance.

What's in it for you?

  • An inclusive and collaborative working environment in a high performing team that encourages curiosity, creative thinking and celebrates success.
  • Opportunity to make a significant impact to the customer & team, while developing your business & relationship management skills to continue a rewarding path in Private Banking
  • Gain technical, practical & specialised knowledge learning from successful private bankers & leaders
  • Be a part of and contribute to a winning team

Location(s): Canada : Ontario : Sudbury || Canada : Ontario : Barrie

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

We have other current jobs related to this field that you can find below

  • Associate Private Banker

    2 months ago

    Greater Sudbury, Canada Scotiabank Full time

    Is this role right for you? Requisition ID: 202599 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. What you will be doing: We are looking for an Associate Private Banker with passion for providing customer service excellence. You will contribute to developing relationships through sound advice...

  • Associate Private Banker

    2 months ago

    Greater Sudbury, Canada Scotiabank Full time

       Requisition ID: 202599Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. What you will be doing:We are looking for an Associate Private Banker with passion for providing customer service excellence. You will contribute to developing relationships through sound advice and administration of assigned...

  • Personal Banker

    2 months ago

    Greater Sudbury, Canada Northern Bank Full time

    At Northern Bank, banking may be our business, but helping small businesses grow is our passion. Right now, we’re looking for a Personal Banker who understands that operational excellence combined with relationship management is key to helping Northern deliver exceptional service to help those business owners succeed and grow, help our bank continue to...

  • Personal Banker

    2 months ago

    Greater Sudbury, Canada Northern Bank Full time

    At Northern Bank, banking may be our business, but helping small businesses grow is our passion. Right now, we’re looking for a Personal Banker who understands that operational excellence combined with relationship management is key to helping Northern deliver exceptional service to help those business owners succeed and grow, help our bank continue to...

  • Administrative Associate

    2 months ago

    Greater Sudbury, Canada Wellington-Altus Private Wealth Inc. Full time

    **Administrative Associate** **Location**: This position can be based out our Sudbury office. **Our organization**: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and...

  • Business Banking Associate

    2 months ago

    Greater Sudbury, Canada TD Bank Full time

    Work Location: Sudbury, Ontario, Canada Hours: 37.5 Line of Business: Personal & Commercial Banking Pay Details: **Job Description**: - Department Overview: - TD Commercial Banking provides financial solutions to North American businesses. Our broad range of products and services allows us to meet the needs of our clients in every sector, providing...

  • Associate Dentist

    2 months ago

    Sudbury, Canada Perfect Smile Clinic Full time

    About the Role Perfect Smile Clinic, located in Sudbury, Suffolk are looking to recruit an Associate Dentist to join our team on a permanent basis. We are happy to consider applications on a full and part-time basis. Practice can offer 8000+ UDA. £13 to £15 per UDA depending on experience  Private potential paid at a 50% split. Practice has...

  • Administrative Associate

    2 months ago

    Greater Sudbury, Canada Wellington-Altus Full time

    Administrative Associate Location:  This position can be based out our Sudbury office. Our organization: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and...

  • Associate Dentist

    2 weeks ago

    Greater Sudbury, Canada MBR Dental Full time

    Associate Dentist / Sudbury, Suffolk / Full TimeMBR Dental are currently assisting a dental practice located in Sudbury, Suffolk who are looking to recruit an Associate Dentist to join their team on a permanent basis.Key Information:Independently owned practice.Available as soon as possible.Notice periods are taken into consideration.Part time opportunity...

  • Associate Dentist

    1 month ago

    Greater Sudbury, Canada West Suffolk Clinical Commissioning Group Full time

    About the Role Perfect Smile Clinic, located in Sudbury, Suffolk are looking to recruit an Associate Dentist to join our team on a permanent basis. We are happy to consider applications on a full and part-time basis. Practice can offer 8000+ UDA. £13 to £15 per UDA depending onexperience Private potential paid at a 50% split. Practice has onsite Dentist...

  • Cpa

    2 months ago

    Greater Sudbury, Canada Emily Mantle Professional Corporation Full time

    **About us** At Compass CPA Professional Corporation (previously Emily Mantle Professional Corporation), we are dedicated to helping clients start, scale, and build businesses and wealth, together. We provide clients with full-cycle service including financial system design, recordkeeping using modern and integrated technology, fractional CFO consulting...

  • Associate Dentist

    2 days ago

    Greater Sudbury, Ontario, Ontario, Canada West Suffolk Clinical Commissioning Group Part time

    About the Role Perfect Smile Clinic, located in Sudbury, Suffolk are looking to recruit an Associate Dentist to join our team on a permanent basis. We are happy to consider applications on a full and part-time basis. Practice can offer 8000+ UDA. £13 to £15 per UDA depending onexperience Private potential paid at a 50% split. Practice has onsite Dentist...

  • Relationship Banker

    3 weeks ago

    Sudbury, Canada Bank of America Full time

    Description : This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep...

  • ScotiaMcLeod Administrative Associate

    3 weeks ago

    Sudbury, Ontario, Canada Scotiabank Full time

    Requisition ID: 203577As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you'll be...

  • Customer Experience Associate

    3 months ago

    Greater Sudbury, Canada Scotiabank Full time

    Requisition ID: 200680 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial...

  • Scotiamcleod Investment Associate

    2 months ago

    Greater Sudbury, Canada Scotiabank Full time

    Requisition ID: 198606 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • ScotiaMcLeod Administrative Associate

    1 day ago

    Greater Sudbury, Canada Scotiabank Full time

    Title: ScotiaMcLeod Administrative Associate - SudburyRequisition ID: 200896As an Administrative Associate, you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by effective administration and day-to-day trading of their business.IS THIS ROLE RIGHT FOR YOUEnsure...

  • Customer Experience Associate

    2 months ago

    Sudbury, Canada Scotiabank Full time

    Requisition ID: 200680 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial...

  • Associate Veterinarian

    2 months ago

    Greater Sudbury, Canada Lockerbyanimalhospital Full time

    Lockerby Animal Hospital, 2178 Armstrong Street, Sudbury, Ontario, Canada Req #2869 Monday, April 29, 2024 You were made to save animals, we take care of the rest. Sudbury -The Fourth Most Affordable City In Ontario! There are many reasons to consider relocating to the Sudbury area. Located a few short hours north of Toronto and West of Ottawa...

  • Associate Veterinarian

    2 months ago

    Greater Sudbury, Canada Simsanimalhospital Full time

    Lockerby Animal Hospital, 2178 Armstrong Street, Sudbury, Ontario, Canada Req #2869 Monday, April 29, 2024 You were made to save animals, we take care of the rest. Sudbury -The Fo u rth Most Affordable City In Ontario! There are many reasons to consider relocating to the Sudbury area. Located a few short hours north of Toronto and West of...