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Associate Private Banker

2 months ago


Montreal, Quebec, Canada Scotiabank Full time
About the Role

We are seeking a highly skilled Associate Private Banker to join our team at Scotiabank. As a key member of our Private Banking Unit, you will be responsible for developing and maintaining strong relationships with our clients, providing expert advice and guidance on our range of financial products and services.

Key Responsibilities
  • Manage a portfolio of client relationships, providing exceptional customer service and ensuring that their financial needs are met.
  • Develop and implement tailored financial solutions for clients, leveraging your knowledge of our products and services.
  • Collaborate with other teams to ensure seamless delivery of services and solutions to clients.
  • Stay up-to-date with market trends and competitor activity, identifying opportunities to expand our client base and deepen existing relationships.
  • Participate in credit management and portfolio analysis, ensuring that our clients' financial needs are met while minimizing risk.
Requirements
  • Thorough knowledge of retail bank products, systems, and services, as well as commercial and retail credit principles.
  • Strong understanding of tax, estate, and financial planning, as well as investment vehicles.
  • Excellent communication and interpersonal skills, with the ability to build trust with clients and colleagues alike.
  • Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines while maintaining a high level of professionalism.
  • University or community college degree, with a focus on finance, business, or a related field.
What We Offer
  • A dynamic and inclusive work environment, with opportunities for growth and development.
  • A competitive salary and benefits package, including a comprehensive training program.
  • The chance to work with a leading bank in the Americas, with a strong commitment to customer service and community involvement.

In accordance with Scotiabank's language needs assessment, the selected individual must be able to communicate in English, in addition to French, as they will closely collaborate with other corporate groups primarily working in English.