Private Wealth Banking — Client Relationship Specialist

A financial institution is seeking an experienced professional to support exceptional customer experiences for private banking clients. You will be responsible for identifying client needs, ensuring compliance, and providing superior service. The ideal candidate has 2-3 years of experience in finance, excellent communication skills, and a commitment to...

Application Deadline 10 / 03 / 2025 Address 2 King Street Job Family Group Wealth Sales & Service Job Overview Supports the delivery of an exceptional customer experience to private banking clients. Provides a superior level of courteous knowledgeable and professional service to all existing and potential clients displaying a comprehensive knowledge of...

Title: Investment & Personal Banking Specialist - St. Eustache, Qc Requisition ID: 243343 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As an Investment & Personal Banking Specialist you are customer-centric and able to connect with people in a relatable way. As an essential member of...

Title: Investment & Personal Banking Specialist - St. Eustache, Qc Requisition ID: 243343 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As an Investment & Personal Banking Specialist you are customer-centric and able to connect with people in a relatable way. As an essential member of...

Title: Investment & Personal Banking Specialist - St. Eustache, Qc Requisition ID: 243343 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As an Investment & Personal Banking Specialist you are customer-centric and able to connect with people in a relatable way. As an essential member of...

   Requisition ID: 243343Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleAs an Investment & Personal Banking Specialist you are customer-centric and able to connect with people in a relatable way.  As an essential member of the Canadian Banking Branch network, your focus is to provide...

 Requisition ID: 241483As 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...

Description Welcome to Private Client Advice! Since its inception in 2018, Private Client Advice (PCA) has grown fast and profitably. We offer an insurance service that appreciates our client's efforts to build their prized assets, which may include everything from cars and properties, to wine, jewelry or art. Private Client Advice is a bespoke insurance...

About the role As a Senior Investment & Personal Banking Specialist, you are customer‑centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide exceptional service throughout the customer’s journey. Is this role right for you? In this role, you will: Be passionate...

About the role As a Senior Investment & Personal Banking Specialist, you are customer‑centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide exceptional service throughout the customer’s journey. Is this role right for you? In this role, you will: Be passionate...