Associate Private Banker

5 months ago

Toronto, Canada Scotiabank Full time

Requisition ID: 197007

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
- Fluency in Mandarin is a nice-to-have
- 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 : Ontario : Toronto

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

    5 months ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 198713 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

    6 months ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 195476 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, International

    5 months ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 200165 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose**: The Associate Private Banker is a portfolio management support role responsible for contributing to the management and development of client, through the sound administration of assigned accounts and the delivery of the...

  • Private Banker

    6 months ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 189486 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

    6 months ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 189486 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...

  • Wealth Management Associate Program

    3 months ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 202624 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)...

  • Associate Private Banking

    6 months ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 182603 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose of Job**: The Associate Private Banker is a portfolio management support role responsible for contributing to the management and development of client and prospect relationships, through the sound administration of...

  • Associate, Private Banking Advisor

    7 months ago

    Toronto, 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...

  • Investment Associate

    2 weeks ago

    Toronto, Ontario, Canada OMERS Full time

    We are seeking a detail-oriented Investment Associate to join our Private Capital team in Toronto. This role involves managing fund commitments, co-investments, and existing assets. The successful candidate will possess strong analytical skills, a deep understanding of private equity markets, and effective communication abilities.The key responsibilities of...

  • Banker Associate- Life Sciences

    2 months ago

    Toronto, Canada J.P. Morgan Full time

    You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Life Sciences Associate Banker is for you. As an associate banker in our Life Sciences industry, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. You will be responsible for helping...

  • Private Equity Associate

    2 weeks ago

    Old Toronto, Canada Clairvest Full time

    Job Description:The Senior Associate will support investment origination, due diligence, structuring, and execution of portfolio companies. They will work closely with Partners and Managing Directors to own the planning and management of due diligence and execution. The Senior Associate will gain exposure to the Board of Directors of portfolio companies and...

  • Private Banking Client Service Associate

    2 weeks ago

    Toronto, Canada TD Bank Full time

    **Work Location**: Toronto, Ontario, Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: $51,400 - $72,600 CAD TD Wealth, Private Wealth Management provides high-net worth & ultra-high-net worth clients with holistic discovery and planning towards customized wealth advice and solutions. As part of TD Wealth Private Wealth Management,...

  • Private Banking Client Relationship Manager

    2 weeks ago

    Toronto, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Role SummaryWe are seeking a skilled Private Banking Client Service Associate to join our team. As a key member of our Private Wealth Management group, you will be responsible for delivering exceptional client service and supporting the Senior Private Banker in achieving business results.About The RoleThis is an exciting opportunity to work with high-net...

  • Avp, Private Banking Credit Solutions

    5 months ago

    Toronto, Canada TD Bank Full time

    Work Location: Toronto, Ontario, Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: **Job Description**: Associate Vice President Profile: Associate Vice Presidents (AVPs) at TD Bank Group contribute to the overall reputation of TD. As executives, AVPs help to set the ethical, organizational and performance standard for the teams they lead and...

  • Banker Associate

    1 month ago

    Toronto, Canada JPMorganChase Full time

    **JOB DESCRIPTION** You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Life Sciences Associate Banker is for you. As an associate banker in our Life Sciences industry, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. You will be...

  • Associate, Private Capital

    4 weeks ago

    Toronto, Canada OMERS Full time

    Choose a workplace that empowers your impact. Join a global workplace where employees thrive. One that embraces diversity of thought, expertise and experience. A place where you can personalize your employee journey to be — and deliver — your best. We are a purpose-driven, dynamic and sustainable pension plan. An industry leading global investor with...

  • Associate, Private Client Service Specialist

    1 month ago

    Toronto, Ontario, Canada CC&L Private Capital Full time

    About the RoleWe are seeking a highly skilled and experienced Associate to join our Private Client Service team at CC&L Private Capital. As a key member of our team, you will be responsible for providing exceptional client service and support to our high-net-worth clients.Key ResponsibilitiesProvide expert-level client service and support to our private...

  • Banker Associate, Life Sciences

    6 months ago

    Toronto, Canada JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** Join the team providing financial solutions to over 20,000 middle market clients across the country. You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you. In this role you will work both independently and as part of a team to introduce our...

  • Private Banking Client Service Associate

    2 weeks ago

    Toronto, Canada The Toronto-Dominion Bank (Canada) Full time

    Description : TD Wealth, Private Wealth Management provides high-net worth & ultra-high-net worth clients with holistic discovery and planning towards customized wealth advice and solutions. As part of TD Wealth Private Wealth Management, Private banking specializes in offering tailored banking solutions and Credit Management to affluent HNW clients....

  • Investment Associate

    4 weeks ago

    Toronto, Ontario, Canada OMERS Full time

    About the RoleWe are seeking a strong Associate to join our Private Capital team in Toronto. This role will focus on fund commitments, co-investment, and asset management for existing assets.Key ResponsibilitiesParticipate in due diligence processes for fund and co-investment opportunities, including financial modeling, valuation analysis, and...