Private Banker

1 week ago


Montreal, Quebec, Canada National Bank of Canada Full time

Primary Locations:

Montreal, Quebec**:

Attendance:

Hybrid**:

Employee Status:

Regular**:

Schedule:

Full-time**:

  • Are you constantly on the lookout for wealth management solutions?
  • Are you an expert in commercial and retail credit?
  • Are you interested in offering advisory services to highnetworth (HNW) clients?
The Private Banker, Private Banking 1859 reports to the Vice-President, Private Banking 1859.

You will serve the Montreal area.


National Bank offers a comprehensive range of financial services to individuals, corporations and government agencies across Canada, as well as specialized services to a select group of international clients.

Your main challenges

  • Offer solutions and advice for all aspects related to wealth management to HNW clients and their families
  • Provide financial expertise and the required framework to help current generations grow their wealth for the benefit of future generations and, in many cases, charitable organizations
  • More specifically, you will be required to:
  • Identify and develop business opportunities for all Bank products and services and develop the HNW client segment
  • Build trustbased relationships with clients
  • Guide clients appropriately in order to achieve their financial objectives
  • Help the Bank develop its share of wallet and increase its profitability by providing banking solutions to clients based on their profile and goals
  • Ensure long lasting client relationships and the profitability of client portfolios
  • If necessary, involve appropriate specialists and parties in the relationship to adequately meet client needs
  • Negotiate terms and conditions for files that meet risk management standards and profitability criteria
  • Establish ongoing communication and carry out meticulous followup with account managers in Commercial Banking and senior investment advisors in Private Banking 1859 in order to identify their needs and provide them with solutions to help maximize business development opportunities with their clients
  • Provide exemplary customer service and a clientcentric experience that's consistent with our nine values of wealth management services
  • The incumbent must be able to identify the risks inherent to Wealth Management sector activities


We want to contribute to your quality of life by offering you as much flexibility as possible in your work.

For example, we offer hybrid work (remote and in the office), work schedule arrangements to help you achieve work/life balance and flexible leave that you can take when it's important to you.


  • Bachelor's degree in a related field and 10 years' relevant experience or a master's degree in a related field and 6 years' relevant experience
  • Mutual Fund Representative (MFR) license (or commit to obtaining certification within 3 months of hiring)
  • Financial planner designation, an asset
  • Knowledge of banking products and services in the Personal and Commercial Banking sectors
  • Outstanding customer service, sales, business development and negotiation skills
  • Excellent interpersonal skills and ability to build strong business relationships
  • Accessible, friendly, proactive, clientcentric, agile and responsible
  • Leadership skills and ability to be autonomous, persevere and work in a team
  • Excellent verbal and written communication skills in French
  • Bilingualism (English and French) required, as you will frequently serve clients who speak a language other than French


In addition to competitive compensation, upon hiring you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.


  • Health and wellness program, including many options
  • Flexible group insurance
  • Generous pension plan
  • Employee Share Ownership Plan
  • Employee and Family Assistance Program
  • Preferential banking services
  • Initiatives promoting community involvement
  • Telemedicine service
  • Virtual sleep clinic
These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives.

Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.

We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us.

Ready to live your ambitions?

LI-IN1
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