Private Banker

2 months ago

Calgary, Canada BMO Financial Group Full time

525 8th Ave SW East Tower Calgary Alberta,T2P 1G1

Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client’s complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank’s risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals. Makes credit decisions/recommendations in accordance with sound credit-granting principles and in compliance with Bank policy & procedures.
- Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the client’s banking needs.
- Coordinates client relationship management with the lead relationship manager for the assigned portfolio.
- Applies relationship management principles and techniques to an assigned portfolio of clients providing a value-added client experience.
- Acts as a secondary member of a client deal team in the facilitation of the desired client experience and to achieve business goals.
- Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients.
- Builds effective relationships with internal/external stakeholders.
- Ensures alignment between stakeholders.
- Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
- Monitors and tracks performance and addresses any issues.
- Ensures high quality of information obtained to support decisions.
- Contributes to the assigned portfolio’s profitability through expense control and profitable pricing practices for products and services.
- Negotiates appropriate pricing using discretion where required to build a profitable portfolio.
- Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations.
- Applies financial planning skills and concepts against each client’s personal and financial situation.
- Acts as an ambassador to enhance BMO’s reputation in the market.
- Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities.
- Maintains up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements.
- Ensures lending and non-lending decisions, prospecting activities are adequately documented; responds to questions and resolves issues raised through audits, quality checks and reviews.
- Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed in accordance with guidelines.
- Documents and follows-up on any discrepancies to procedures, operational risks and escalates per guidelines.
- Performs sales and service support activities to meet client needs and maintain overall service levels.
- Develops rapport and instills confidence with the client to develop credibility and earn their trust.
- Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Works independently on a range of complex tasks, which may include unique situations.
- Broader work or accountabilities may be assigned as needed.

**Qualifications**:

- Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled.
- Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures..
- Basic knowledge of Personal and Commercial credit and non-credit products.
- Working sales and client service skills
- Working business development skills with successful track record
- In-depth relationship management skills.
- Able to work independently, resolving complex or ambiguous issues or situations.
- Technical proficiency gained through education and/or business experience.
- Verbal & written communication skills - In-depth.
- Collaboration & team skills - In-depth.
- Analytical and problem solving skills - In-depth.
- Influence skills - In-depth.
- Data driven decision making - In-depth.

**Salary**:
$54,500.00 - $101,500.00

**Pay Type**:
Salaried

The above represents BMO Financial Group’s pay range and type.

Salari

  • Private Banker

    2 weeks ago

    Calgary, Canada Scotiabank Full time

       Requisition ID: 211178Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Job Purpose: 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...

  • Private Banker

    6 months ago

    Calgary, Canada CWB Financial Group Full time

    At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important...

  • Private Banking Associate

    6 months ago

    Calgary, Canada TD Bank Full time

    **Private Banking Associate**: - 426347BR **Job Category - Primary** - Wealth Management **Work Location** - 421 7th Avenue Southwest **Employment Type** - Regular **City** - Calgary **Time Type** - Full Time **Province/State** - Alberta **Hours** - 37.5 **Workplace Model** - Remote **Pay Details** **Department Overview** **Job Details** -...

  • Private Banking Advisor

    7 months ago

    Calgary, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Wealth Management Associate Program

    3 months ago

    Calgary, Canada Scotiabank Full time

    Requisition ID: 202633 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)...

  • Private Banking Officer

    2 weeks ago

    Calgary, Canada BMO Financial Group Full time

    525 8th Ave SW East Tower Calgary Alberta,T2P 1G1 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 Development Program

    3 weeks ago

    Calgary, Alberta, Canada Scotiabank Full time

    Unlock Your Potential in Private BankingScotiabank is a leading provider of advice, products, digital experiences, and financial services in over 50 countries.We offer a comprehensive training program that provides opportunities for you to gain a thorough understanding of Scotiabank's Private Banking and Wealth Advisory businesses.A key aspect of our program...

  • Commercial Banking Officer

    6 days ago

    Calgary, Canada Bank of Montreal Full time

    h3>Private Banking Officer (Contract) Time Type: Full time 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 products....

  • Director, Credit Risk Management

    6 days ago

    Calgary, Canada This is an IT support group Full time

    p>The Director, Credit Structures, is a client-facing credit professional who provides innovative and proactive wholesale credit solutions, value-added credit discovery, planning, and advice and prompt service through to completion to Private Banking clients. Jointly with the Private Banker, you will act as the primary credit relationship manager for an...

  • Experienced Banking Professional for a Dynamic Role

    3 weeks ago

    Calgary, Alberta, Canada National Bank Full time

    About the JobWe are seeking an experienced banking professional to join our team in Calgary, Alberta.Job SummaryThis is a hybrid position reporting to the Manager of Customer Services, Private Banking 1859. As a Banking Services Associate, you will provide administrative and customer service tasks assigned by the manager and/or banker. You will also develop...

  • Executive Director of Mid-Market Leverage and Infrastructure Finance

    3 weeks ago

    Calgary, Alberta, Canada Royal Bank of Canada> Full time

    Role OverviewIn this key position, you will play a pivotal role in driving the success of Corporate Client Group objectives through expertly structuring, delivering, and managing leveraged lending transactions to Private Equity owned/backed companies.ResponsibilitiesTake part in a national team of Mid-Market Leverage lending underwriters dedicated to...

  • Strategic Wholesale Credit Solutions Leader

    6 days ago

    Calgary, Alberta, Canada This is an IT support group Full time

    Job DescriptionThis is a dynamic opportunity for a seasoned credit professional to lead the development of innovative wholesale credit solutions in a fast-paced environment.About the RoleWe are seeking an experienced Director, Credit Risk Management, to provide expert guidance on complex lending structures and relationships with high-net-worth clients. As...

  • Director of Field Marketing

    3 weeks ago

    Calgary, Canada Royal Bank of Canada Full time

    p>As Director, Mid-Market Leverage & Infrastructure Finance, you play a key role in the realization of Corporate Client Group (CCG) objectives through the structuring, delivery and management of leveraged lending principally to Private Equity (PE) owned/backed companies. You will have a particular focus on PE and Structured Finance. The CCG Mid-Market...

  • Executive Leader

    3 weeks ago

    Calgary, Alberta, Canada RBC Full time

    Job DescriptionAs a key member of our Corporate Client Group, you will play a pivotal role in driving business growth and client satisfaction through expert-level corporate lending solutions. This exciting opportunity is focused on the Mid-Market Leverage & Infrastructure Finance team in Western Canada, with a mandate to deliver high-quality credit products...

  • Real Estate Paralegal

    3 months ago

    Calgary, Canada Axess Law Full time

    **Company Description** Axess Law is a virtual real estate and mortgage closing legal services provider in Canada dedicated to transparency and efficiency in real estate transaction processes. With over 150,000 clients, Axess Law offers unparalleled legal services through cutting-edge technology. We have been revolutionizing the real estate closing...

  • Luxury Banking Specialist

    4 days ago

    Calgary, Alberta, Canada National Bank Full time

    Company OverviewNational Bank Private Banking 1859 is part of the National Bank of Canada, headquartered in Quebec. Its boutique approach serves ultra-high net worth clients with personal banking and business needs as well as wealth management, estate and tax planning.Estimated Salary: $85,000 - $110,000 per annumJob DescriptionThis hybrid position reports...

  • Director of Field Marketing

    3 weeks ago

    Calgary, Canada RBC Full time

    p>As Director, Mid-Market Leverage & Infrastructure Finance, you play a key role in the realization of Corporate Client Group (CCG) objectives through the structuring, delivery and management of leveraged lending principally to Private Equity (PE) owned/backed companies. You will have a particular focus on PE and Structured Finance. The CCG Mid-Market...

  • Service Support Officer Wealth Management

    2 months ago

    Calgary, Canada Scotiabank Full time

    Requisition ID: 208240 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Start Date: January 6th Application Deadline: 10/18/2024 The Service Support Officer contributes to the overall success of the Private Banking team by ensuring specific individual goals, plans and initiatives are...

  • Banking Services Associate

    3 weeks ago

    Calgary, Canada National Bank of Canada Full time

    **National Bank Private Banking 1859 - Premium Banking Associate**: Private Banking 1859 is part of the National Bank of Canada, headquartered in Quebec. Its boutique approach is unique in that it serves ultra-high net worth clients with personal banking and business needs as well as wealth management, estate and tax planning. - This is a hybrid position...

  • Real Estate Paralegal

    2 months ago

    Calgary, Canada Axess Law Full time

    **Company Description** Axess Law is a leading virtual real estate and mortgage closing law firm in Canada, committed to transparency and efficiency. With **over 100,000 satisfied clients**, we have been transforming the real estate closing experience through the use of advanced technology for over a decade. At Axess Law, we value innovation and...