Current jobs related to Private Banking Officer, Private Wealth - Montreal administrative region - BMO
-
Private Banking Officer, Sales, Private Wealth
4 weeks ago
Montreal (administrative region), Canada BMO Financial Group Full timeApplication Deadline: 01/23/2026 Address: 1250 boul Rene Levesque Ouest Job Family Group: Wealth Sales & Service 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...
-
Service Support Officer- Private Banking
2 days ago
Montreal, Canada Scotiabank Full timeRequisition ID: 242923Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose The Service Support Officer contributes to the overall success of the Private Banking team by ensuring specific individual goals, plans and initiatives are executed/delivered in support of the team’s objectives. The...
-
Private Wealth Sales
4 weeks ago
Montreal (administrative region), Canada BMO Financial Group Full timeA leading financial services company in Montreal is seeking a professional for a Wealth Sales role to deliver exceptional service to private banking clients. The ideal candidate will have 2–3 years of relevant experience and a post-secondary degree. Responsibilities include preparing client proposals, identifying needs, and maintaining banking compliance....
-
Montreal (administrative region), Canada CIBC Full timeA leading Canadian bank is hosting a virtual information session for its Private Wealth Rotational Program, aimed at recent graduates and final-year students. This opportunity offers a comprehensive 12-month rotational experience in wealth management, fostering meaningful client relationships. Candidates should be fluent in both French and English and have a...
-
Senior Private Banker
4 weeks ago
Montreal (administrative region), Canada Banque Nationale du Canada Full timeArea(s) of Interest: Advisory services, Commercial banking Location(s): Montreal A career as a Senior Private Banker within the Private Banking 1859 team at National Bank means supporting a high‑net‑worth clientele by offering complex financing solutions and strategic advice to help grow their wealth. This position is based in Montréal. Your role -...
-
Montreal, Canada BMO Financial Group Full timeApplication Deadline:02/13/2026Address:1250 boul Rene Levesque OuestJob Family Group:Wealth Sales & Service***Administrative Support and Client Service Role - Working Closely with the Private Banker***Supports the delivery of an exceptional customer experience to private banking clients. Provides a superior level of courteous, knowledgeable and professional...
-
Service Support Officer- Private Banking
2 days ago
Montreal, Canada Scotiabank Full timeRequisition ID: 242923 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose The Service Support Officer contributes to the overall success of the Private Banking team by ensuring specific individual goals, plans and initiatives are executed/delivered in support of the team’s objectives. The...
-
Associate Private Banker
2 days ago
Montreal, Canada Scotiabank Full timeRequisition ID: 241860Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose Contributes to Private Banking’s success through sound advice and administration of a Private Banking team’s assigned households. Delivers exceptional personal service and is responsible for the day-to-day...
-
Regional Vice-President Private Wealth 1859
2 days ago
Montreal, Canada NBC Full timeAttendance Hybrid Job number 27528 Category Manager Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 15-Jul-2025 Location: Montreal, Quebec City Montreal Province/State Quebec Area(s) of interest: Wealth management As Regional Vice-President, Private Banking at National Bank, you will contribute...
-
Private Banking Associate
2 days ago
Montreal, Canada Royal Bank of Canada> Full timeJob DescriptionWhat is the opportunity?As a key member of the Private Banking team, the Private Banking Associate is responsible for creating an enhanced client experience by fulfilling on incoming servicing requests via email and phone and identifying unmet client needs through discovery in daily interactions. You will also champion digital education to...
Private Banking Officer, Private Wealth
2 days ago
OverviewSupports 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 products. Recognizes the appropriate time to proactively identify and discuss clients’ needs and works collaboratively with the branch and regional teams to identify and make referrals. Ensures compliance and operational effectiveness.
Responsibilities
Assists in preparing new business proposals or presentations to clients/prospects. Identifies customer needs and matches with appropriate products or services using relationship selling techniques, including making referrals to other BMO employees. Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels. Determines client needs and ensures timely and accurate completion of transaction processing.
Takes ownership of client inquiries/ concerns/ complaints, ensuring timely resolution and referring as appropriate. Maintains detailed knowledge and understanding of integrated private banking services and offerings as well as a detailed understanding of the strategic direction of the business. Collaborates with internal and external stakeholders in order to deliver on business objectives. Analyzes data and information to provide insights and recommendations.
Reviews overdraft and other monitoring reports with Private Banker and actions accordingly. Strives to exceed client service standards to maximize relationship retention and growth. Develops rapport and instills confidence with the client to develop credibility and earn their trust. Provides timely, accurate service and support to Private Bankers by completing a wide variety of credit, non-credit, and related activities.
Adheres to all banking, investment and lending regulations, Policies and Procedures, legal and ethical requirements, process requirements, bank guidelines and established risk guidelines. Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy. Participates in audits and compliance reviews as assigned. Identifies and escalates all irregularities and discrepancies to management.
Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed.
Qualifications
Typically between 2 – 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. Working knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications. Basic knowledge of the Lending Process and supporting policies. Basic knowledge of loan and security documentation, including registration and renewal routine.
Specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good.
Analytical and problem solving skills - Good.
Salary
and Pay Type Salary: $38,500.00 - $71,000.00 Pay Type: Salaried The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people.
By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs.
From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process.
To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. #J-18808-Ljbffr
