Associate Private Banking Advisor
3 days ago
A career as a Banking Associate with Private Banking 1859 banking services at National Bank is an opportunity to offer wealth management services and advice to a discerning high-net-worth clientele. you will offer 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.Provide support to bankers or private bankers by ensuring administrative follow-up and customer serviceEnsure client satisfaction and loyalty by developing personalized, trust-based relationshipsOptimize interactions with clients and identify opportunities to recommend a multi-product offering that meets their needsOpen business and personal files and perform various transactions on behalf of clientsEnsure adherence to compliance and risk management rulesAnalyze financial information and tax structures for the processing of financing applicationsEnsure deadlines are met for multiple transactionsEstablish and maintain effective communication with the various parties involved in the filesYour team:To serve distinctive clients in a market with strong potential, you'll be part of a passionate team that is committed to going the extra mile. You will work closely with sector members and report to the Vice-President, Private Banking 1859.We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.Prerequisites:Completed college diploma or academic equivalent in a related field and three years of relevant experienceCompleted the Investment Funds in Canada CourseExperience in personal and/or commercial creditKnowledge of banking, investment, and financing productsKnowledge of Word and ExcelExcellent customer service skillsOutstanding sense of initiative and autonomyYour benefits 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 * Opportunities to get involved in community initiatives * Telemedicine service * Virtual sleep clinic These are a few of the benefits available to you. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged. We're putting people first We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.
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Private Banker, Private Banking
3 days ago
Québec, QC, Canada National Bank of Canada Full timeType of Contract: Permanent A career as a Private Relationship Banker at National Bank means acting as an expert for a wealthy clientele. Identify and develop business opportunities for all services and products offered by the Bank and develop the high-end individual client market. In collaboration with other team members, manage a client portfolio by...
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Private Banker, Private Banking
3 days ago
Montréal, QC, Canada National Bank Full timeA career as a Private Relationship Banker at National Bank means acting as an expert for a wealthy clientele. Identify and develop business opportunities for all services and products offered by the Bank and develop the high-end individual client market. • In collaboration with other team members, manage a client portfolio by rigorously applying the...
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Private Banker
3 days ago
Québec, QC, Canada National Bank Full timeA career as a Private Banker at National Bank means acting as an experienced specialist in transactional banking and credit solutions for clients of wealth management advisors of National Bank Financial.This position reports to the Vice President, Commercial & Private Banking 1859.Your job:Recommend and implement strategic financing solutions adapted to the...
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Banking associate
3 days ago
Québec, QC, Canada National Bank Full timeA career as a Banking Associate with Private Banking 1859 banking services at National Bank is an opportunity to offer wealth management services and advice to a discerning high-net-worth clientele. In this role. you will offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as...
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Banking associate
3 days ago
Québec, QC, Canada National Bank Full timeA career as a Banking Associate with Private Banking 1859 banking services at National Bank is an opportunity to offer wealth management services and advice to a discerning high-net-worth clientele. In this role. you will offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as...
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Banking associate
3 days ago
Québec, QC, Canada National Bank Full timeA career as a Banking Associate with Private Banking 1859 banking services at National Bank is an opportunity to offer wealth management services and advice to a discerning high-net-worth clientele. In this role. you will offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as...
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Client Advisor, Private Banking
3 days ago
Québec, Quebec, Canada Desjardins Full timeAs a Client Advisor, Desjardins Private Banking, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You provide service tailored to client needs in accordance with current strategies and practices. You actively help develop and maintain business relationships with clients. You drive results by...
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Banking Advisor
3 days ago
Québec, QC, Canada National Bank Full timeYoutube VideoA career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You'll adopt a friendly approach, listen actively and offer a people-centric experience for branch clients. Your job: Greet clients...
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Banking Advisor
3 days ago
Québec, QC, Canada National Bank Full timeYoutube Video A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You'll adopt a friendly approach, listen actively and offer a people-centric experience for branch clients. Your job: Greet clients...
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Banking associate
3 days ago
Québec, Canada National Bank Full timeA career as a Banking Associate with Private Banking 1859 banking services at National Bank is an opportunity to offer wealth management services and advice to a discerning high-net-worth clientele. In this role. you will offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as...
