Associate Private Banker

2 weeks ago

Vancouver, Canada Scotiabank Full time

Requisition ID: 190043

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 accounts, delivering exceptional personal service. Responsible for day-to-day management of retail and small business solutions and deepening client relationships.

**Is this role right for you**:

- Assist in the effective management of client relationships and provide the highest quality customer service
- Assist in client onboarding and recommending retail solutions
- Be alert for opportunities to expand existing client and prospect relationships
- Participate in credit management of the units portfolio and manage a designated portfolio of less complex credits
- Assist in supporting effective operation of the Private Banking Unit complying with regulatory requirements as part of the service process

**Do you have the skills to enable you to be successful in this role? We would love to work with you if you have**:

- Thorough knowledge of Retail Bank products, systems and services as well as a detailed understanding of commercial and retail credit principles
- A good understanding of tax, estate and financial planning and investment vehicles
- Ability to identify client needs and provide tailored recommendations
- Customer centricity & passion to make a significant impact on the lives of our customers and our communities
- Ability to engage comfortably with affluent and influential clientele in both a business and social context, demonstrating an ability to display a high degree of poise and professionalism at all times
- University or community college degree
- Willingness to go above & beyond and exceed customers expectations
- Consultative customer engagement style with the ability to build trust
- Ability to balance multiple and often conflicting priorities
- Desire to work in a dynamic fast paced environment
- Achievement of the financial planning proficiency standard in the province in which you work, unless working in Quebec. Associate Private Banker working in Quebec is required to have completed the ICB Diploma in Personal Finance.

**What’s in it for you?**
- An inclusive and collaborative working environment in a high performing team that encourages curiosity, creative thinking and celebrates success.
- Opportunity to make a significant impact to the customer & team, while developing your business & relationship management skills to continue a rewarding path in Private Banking
- Gain technical, practical & specialised knowledge learning from successful private bankers & leaders
- Be a part of and contribute to a winning team

Location(s): Canada : British Columbia : Vancouver

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 a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

  • Associate Private Banker

    4 weeks ago

    Vancouver, Canada Scotiabank Full time

    Requisition ID: 175405 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...

  • Associate Private Banker

    4 weeks ago

    Vancouver, Canada Scotiabank Full time

    Requisition ID: 165413 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

    7 days ago

    Vancouver, Canada Scotiabank Full time

    Requisition ID: 192453 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose** 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....

  • Private Banker

    6 days ago

    Vancouver, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** We are currently seeking a Private Banker to join our team in our Royal Centre office in Vancouver. You will be an accredited professional delivering the Black Card Experience to very high net worth Canadians, focused on Private Banking’s core value proposition of wealth planning, credit, cash management, and...

  • Private Banker

    2 weeks ago

    Vancouver, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?**: As an RBC Private Banker you join a select team of seasoned professionals responsible for developing and delivering dedicated, and highly personalized financial solutions to a well-heeled, and distinctly wealthy international clientele. Your approach is focused, drawing on your experience to successfully manage...

  • Private Banking Associate

    2 weeks ago

    Vancouver, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Private Banker

    3 weeks ago

    Vancouver, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Private Banker

    5 days ago

    Vancouver, British Columbia, Canada Royal Bank of Canada Full time

    Job SummaryWhat is the opportunity?:As an RBC Private Banker you join a select team of seasoned professionals responsible for developing and delivering dedicated, and highly personalized financial solutions to a well-heeled, and distinctly wealthy international clientele.Your approach is focused, drawing on your experience to successfully manage your...

  • Private Banker

    5 days ago

    Vancouver, British Columbia, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Private Banker you join a select team of seasoned professionals responsible for developing and delivering dedicated, and highly personalized financial solutions to a well-heeled, and distinctly wealthy international clientele.Your approach is focused, drawing on your experience to successfully...

  • Associate Private Banking Advisor

    2 months ago

    Vancouver, 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...

  • Private Banking Associate

    6 days ago

    Vancouver, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As a key member of the client relationship team, the Private Banking Associate - International Private Banking is responsible for developing sales and service solutions through regular client interactions. You will also be responsible for direct support to the RBC Private Banking Clients with all...

  • Private Banker

    2 weeks ago

    Vancouver, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Private Banker you join a select team of seasoned professionals responsible for developing and delivering dedicated, and highly personalized financial solutions to a well-heeled, and distinctly wealthy international clientele.Your approach is focused, drawing on your experience to successfully...

  • Private Banking Associate

    3 weeks ago

    Vancouver, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Private Banker, Vancouver

    3 weeks ago

    Vancouver, Canada Scotiabank Full time

    Requisition ID: 175750 Join 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 Banking Associate

    5 days ago

    Vancouver, British Columbia, Canada Royal Bank of Canada Full time

    Come Work with UsAt RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that...

  • Private Banking Associate

    3 weeks ago

    Vancouver, British Columbia, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?As a key member of the client relationship team, the Private Banking Associate - International Private Banking is responsible for developing sales and service solutions through regular client interactions. You will also be responsible for direct support to the RBC Private Banking Clients with all...

  • Private Banking Associate

    1 month ago

    Vancouver, British Columbia, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?As a key member of the client relationship team, the Private Banking Associate - International Private Banking is responsible for developing sales and service solutions through regular client interactions. You will also be responsible for direct support to the RBC Private Banking Clients with all...

  • Private Banker

    2 weeks ago

    Vancouver, Canada BMO Financial Group Full time

    595 Burrard Street Vancouver British Columbia,V7X 1L7 This is part of BMO’s ongoing commitment to Indigenous applicants. Our recruitment team will reach out to those selected for further consideration. BMO Private Wealth is a multi-disciplinary wealth advisory team. We offer a comprehensive range of strategies and solutions in private banking, investment...

  • Private Banking Advisor

    3 weeks ago

    Vancouver, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As key member of the Client Relationship Team, the Private Banking Advisor partners with the Private Banker to bring to life our commitment to best in class advice and service to our clients. You will also partner with the Private Banker to ensure we communicate by the means they desire, ensure we understands...

  • Private Banking Officer

    3 weeks ago

    Vancouver, Canada BMO Financial Group Full time

    595 Burrard Street Vancouver British Columbia,V7X 1L7 This role supports the Private Banker with 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...