Private Banker 3, Montreal Qc

1 month ago

Montréal QC HA L, Canada Scotiabank Full time

Requisition ID: 191861

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

The Private Banker possesses strong knowledge of customized commercial lending, risk management, financial products and services, wealth management and retail lending. The incumbent has comprehensive experience and product knowledge to deliver service and customized lending solutions consistent with high net worth client needs.

This position focuses on generating new clients and the cross-sell, up-sell, and retention of existing high value Wealth Management clients. Responsible for identifying high net worth prospects with complex lending needs in target markets, developing acquisition strategies, growing relationships, maintaining a sustainable prospect sales pipeline, conducting sales calls and qualification of opportunities based on customer information and due diligence.

The role is a key business development position with elevated new business objectives for lending, fees, deposits and referrals to business line partners.

**Is this role right for you? In this role you will**:

- Lead Portfolio Management and Risk Mitigation by:

- Working directly with Retail credit adjudication (ACE) or with Wealth Credit Solutions for customized credit, negotiate standard Bank terms, conditions, structuring fees, interest rates and documentation.
- Providing relationship banking and the highest quality of administrative support to a portfolio of complex, high net worth clients
- Managing client relationships to ensure that credit facilities and accounts are operating satisfactorily.
- Acting as the client's Primary Relationship Manager (PRM) by utilizing the Financial Planning process to develop an in-depth understand of the client's needs, and maintaining SPCG service standards regarding proactive contact, and maintaining the client contact database.
- Drive business development, maintaining a strong market profile with assigned partners and business channels:

- Actively marketing customized Private Banking credit solutions (Total Wealth Credit Solution), to support wealth creation or diversification strategies, insurance solutions, currency and interest rate risk management.
- Developing and executing new business strategies to attract and retain high net worth clients. Develop client management plans and make referrals that result in deeper client relationships.
- Develop an in-depth understanding of client needs and proactively make referrals to: Private Investment, Counsel, Scotiatrust, ScotiaMcLeod, Hollis Wealth, Commercial and Retail Bank.
- Maintain Operational Effectiveness by:

- Providing direction, guidance and support to the Manager, Client Services as required, through coaching and periodic participation in Service Meetings and Skill Buildings sessions
- Reviewing and resolving client concerns and issues and ensure that the Bank's Customer Complaint Resolution Process is in place and effective.
- Ensuring compliance with regulatory requirements and guidelines, including Privacy, Anti-Money Laundering/Anti-Terrorist Financing, FCAC, Know Your Customer, CDIC, Occupational Health & Safety
- Manage Credit Risk management by:

- Ensuring credit facilities operate within authorized terms and conditions
- Developing sound commercial underwriting skills
- Ensuring security documentation is accurately prepared, complete, registered and renewed as required
- Building effective working relationships across the team and with various business line and corporate function contacts
- Facilitating a culture of open and honest communication
- Actively share knowledge and experience to enhance the development of all team members

**Do you have the skills that will enable you to success in this role? We'd love to work with you if you have**:

- Minimum 5 years of commercial lending or small business banking experience and retail business banking experience preferred
- Established network of High Net Worth clients in the Canadian Banking industry
- The incumbent must would benefit with 3 to 5 years of Managerial Commercial, Small Business and/or Retail Banking experience, dealing with high net worth clients and sophisticated financing requirements.
- Must be an experienced banker with exceptional interpersonal, leadership and business development skills
- University degree (BComm, MBA, CFA), in addition to industry courses (eg. CSC, PFP, CFP) is asset

**What’s in it for you?**
- A competitive compensation and benefits package
- Ability to make a lasting impact on an assigned book of customers
- An inclusive culture where we value and recognize our employees’ contributions
- An organization committed to making a difference in our communities - for you and your customers

LI-AD1

Location(s): Canada : Quebec : Montreal

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through

  • Associate Private Banker

    3 months ago

    Montréal, QC, Canada Scotiabank Full time

    Requisition ID: 206522 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. We are looking for an Associate Private Banker with passion for providing customer service excellence. You will contribute to developing relationships through sound advice and administration of assigned accounts, delivering...

  • Private Banker 3, Montreal Qc

    6 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 191861 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Private Banker possesses strong knowledge of customized commercial lending, risk management, financial products and services, wealth management and retail lending. The incumbent has comprehensive experience and product knowledge...

  • Private Banker 3, Montreal Qc

    2 days ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 191861 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Private Banker possesses strong knowledge of customized commercial lending, risk management, financial products and services, wealth management and retail lending. The incumbent has comprehensive experience and product knowledge...

  • Bilingual Associate Private Banker, Montreal

    6 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 197227 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. We are looking for an Associate Private Banker with passion for providing customer service excellence. You will contribute to developing relationships through sound advice and administration of assigned accounts, delivering...

  • Private Banker 1

    6 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 199774 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Contributes to the overall success of the Private Banking business in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all...

  • Associate Private Banker

    7 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 177795 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **What you will be doing**: We are looking for an Associate Private Banker with passion for providing customer service excellence. You will contribute to developing relationships through sound advice and administration of assigned...

  • Private Banker

    6 months ago

    Montréal, Canada National Bank of Canada Full time

    A career as a Private Banker at National Bank means acting as an experienced specialist in transactional banking and credit solutions for clients of the Schulman Group wealth management advisors of National Bank Financial. We want to increase our team by having a banker exclusively dedicated to our customers to offer them an unrivaled service...

  • Private Banker

    6 months ago

    Montréal, Canada National Bank of Canada Full time

    A 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 Regional Vice President, Commercial & Private Banking 1859. **Your job**: - Recommend and implement strategic financing...

  • Trust Associate, Scotiatrust

    1 month ago

    Montréal, QC H3A 3L6, Canada Scotiabank Full time

    Requisition ID: 210397 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Trust Associate in a Scotia Wealth Management Office, you provide proactive administrative and client service support to a Trust Officer and their account portfolio of varying size and complexity with the day to management,...

  • Associate, Real Estate Banking

    4 weeks ago

    Montréal, QC H3A 3L6, Canada Scotiabank Full time

    Requisition ID: 209331 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Is this role right for you? In this role, you will**: - Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge. - Contributes to the profitable...

  • Service Officer, Lending Services

    3 weeks ago

    Montréal, QC H3A 3L6, Canada Scotiabank Full time

    Requisition ID: 209847 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Service Officer, Lending Services (Montreal, QC) - 2 open positions** **Purpose of Job** Contributes to the overall success of the Lending Services business unit by ensuring specific individual goals, plans, initiatives and...

  • Sales Representative, Montreal, Qc

    6 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 194837 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **Sales Representative, Montreal, QC** We are actively recruiting experienced Sales Representatives, Montreal, QC! Please note, this is a mobile role - the Sales Representative will have to cover a branch...

  • Private Banking Officer Credit

    2 months ago

    Montréal, QC, Canada BMO Financial Group Full time

    1250 boul Rene Levesque Ouest MONTREAL Quebec,H3B 4W8 Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and Private Bankers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring....

  • Private Banking Officer Credit

    4 months ago

    Montréal, QC, Canada BMO Financial Group Full time

    1250 boul Rene Levesque Ouest Montreal Quebec,H3B 4W8 Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of Private Bankers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending...

  • Wealth Management Associate Program

    3 months ago

    Montréal, QC, Canada Scotiabank Full time

    Requisition ID: 204250 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Wealth Management Associate Program - June 2025** **Private Banking Associate** Scotiabank is among the largest banks in the world and is Canada’s most international bank. We are powered by high-performing (and awesome)...

  • Sales Representative, Montreal/south Shore, Qc

    6 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 184161 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **Sales Representative, Montreal/South Shore, QC** We are actively recruiting experienced Sales Representatives, Montreal/South Shore, QC! Please note, this is a mobile role - the Sales Representative will have...

  • (2) Private Banking Officers

    6 months ago

    Montréal, Canada BMO Financial Group Full time

    1250 boul Rene Levesque Ouest Montreal Quebec,H3B 4W8 Support administrative role in collaboration with a Private Banker 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...

  • Laboratory Technician

    3 months ago

    Montréal, QC, Canada Company: Bureau Veritas Full time

    Laboratory Technician - Montreal, QC**Date**:Sep 12, 2024 **Location**: Montreal, Quebec, CA **Company**:Bureau Veritas Do you believe in the power of teamwork and sharing ideas? Do you take pride in delivering exceptional quality and service with everything you do? Do you seek out ideas for improving the status quo? If you want to make a difference and...

  • Private Banking Officer, Sales

    6 months ago

    Montréal, Canada BMO Financial Group Full time

    1250 boul Rene Levesque Ouest Montreal Quebec,H3B 4W8 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 products. Recognizes the appropriate time to proactively...

  • Private Banking Officer, Credit

    2 weeks ago

    Montréal, QC H2Y 1L6, Canada BMO Financial Group Full time

    1250 boul Rene Levesque Ouest MONTREAL Quebec,H3B 4W8 Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team Private Bankers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending...