Assistant Private Banker

3 weeks ago

Montréal, Canada Laurentian Bank Full time

Seeing beyond numbersº

At Laurentian Bank, we believe we can change banking for the better. Founded in Montreal in 1846, Laurentian Bank helps families, businesses and communities thrive. Today, we have over 2,800 employees working together as One Team, to provide a broad range of financial services and advice-based solutions for customers across Canada and the United States. We drive results by placing our customers first, making the better choice, acting courageously, and believing everyone belongs.

This role sits within Laurentian Bank, a subsidiary of Laurentian Bank Financial Group.

The incumbent is responsible for developing and managing a portfolio of prestigious clients with substantial financial requirements needing superior service.

He or she is responsible for maintaining excellent relationships within his or her business community.

Hierarchical position

Reports to: Senior Manager, Private Banking

**Responsibilities**:
Nature and scope

The Private Banking business unit is responsible for ensuring the profitable growth of the Bank's assets and liabilities by offering products and services that meet the needs of a preferred clientele in accordance with set standards and policies.

Private Banking offers a full range of retail financial services, including portfolio management, financial planning, private banking services and tax advice. In this context, the Private Banker must:
º Develop a business development plan to grow the investment portfolio and the range of products and banking solutions by identifying potential customers, creating contacts and scheduling meetings.

º Develop and maintain business relationships with current clients and prospects with a Private Banking profile.

º Target client needs and predict how their situation may evolve; recommend strategies adapted to client needs.

º Ensure compliance with quality standards.

º Use in-depth knowledge of his or her field of specialization to analyse and interpret information.

º Work closely with Private Banking and Retail Services personnel to ensure coherence and synergy in business development and customer service.

º Develop the seven areas of financial planning in an effort to solidify sustainable relationships and grow the client's wealth.

º Be aware of market trends and the competition; do everything to maintain a competitive edge in a proactive manner.

º Negotiate fair and equitable compensation when selling products and services.

º Maintain communications with internal and external stakeholders involved in branch operations.

º Perform all tasks of a similar or general nature requested by his or her superior or required for the job.

º Implement optimal strategies for developing agreements made by the Bank.

º Represent the organization and promote the Bank's image by developing and maintaining business relationships with current and potential clients, influential people, etc.

**Qualifications**:
º Bachelor's or master's degree in finance, financial services, or an equivalent in a field related to financial services, including 5 years of experience in a financial services sales environment.

º Professional title: Financial Planner

º Certification as a mutual fund representative

º Bilingual

º Specific requirements

º Excellent sales skills

º Business development and negotiation skills

º Portfolio management skills

º Strong communication skills

º Sensitive to client needs

º Tactful and diplomatic

º Excellent knowledge of French and English, spoken and written

º Knowledge of Word, Excel, Windows

**Additional Information**:
Equity, Diversity & Inclusion:
Accessibility:
Accommodations for persons with disabilities are available upon request for job applicants taking part in all aspects of the recruitment process.

PIPEDA:
We may collect, use or disclose your personal information for the purpose of establishing an employment relationship with you.

  • Associate Private Banker

    5 days 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

    5 days ago

    Montréal, Canada National Bank of Canada Full time

    **Primary Locations**:Montreal, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: - Are you constantly on the lookout for wealth management solutions? - Are you an expert in commercial and retail credit? - Are you interested in offering advisory services to high-net-worth (HNW) clients? The Private Banker, Private...

  • Private Banker 3, Montreal Qc

    7 days ago

    montréal, Canada Scotiabank Full time

    Requisition ID: 191861Join 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 incu

  • Private Banker

    1 month ago

    Montréal, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** We are looking for a Private Banker with entrepreneurial drive to join our dynamic and growing team. You will be responsible for establishing new relationships within your target market and for the growth of existing high net worth clients using a personalized and confidential approach to execute integrated...

  • Private Banker

    1 month ago

    Montréal, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

  • Private Banker 3

    1 week ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 164141 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, Very High Net Worth Clients

    4 weeks ago

    Montréal, 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...

  • (2) Private Banking Officers

    4 days 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...

  • Private Banking Officer, Sales

    1 week 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, Sales

    3 days 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, Sales

    3 days ago

    Montréal, Canada BMO Financial Group Full time

    1250 boul Rene Levesque Ouest Montreal Quebec,H3B 4W8 **6 month contract with possibility to become permanent** 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...

  • Private Banker, Very High Net Worth Clients

    1 month ago

    Montréal, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** We are looking for a Private Banker with entrepreneurial drive to join our dynamic and growing team. You will be responsible for establishing new relationships within your target market and for the growth of existing very high net worth (VHNW) clients using a personalized and confidential approach to execute...

  • Private Banking Officer Credit

    1 month ago

    Montréal, 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 relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio...

  • Private Banking Officer

    4 days ago

    Montréal, Canada BMO Financial Group Full time

    1250 boul Rene Levesque Ouest Montreal Quebec,H3B 4W8 This job posting is for opportunities in the upcoming year in Montreal. Supports the delivery of the customer experience for private banking clients. Provides high quality customer service to all existing and potential clients displaying a comprehensive knowledge of products. Recognizes the appropriate...

  • Service Support Officer, Private Banking

    1 week ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 168411 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. *** The role supports the Montreal Private Banking Team and requires fluency in English and French** **Purpose** The Service Support Officer contributes to the overall success of the Private Banking team by ensuring specific...

  • Advisor - Banking Services

    4 weeks ago

    Montréal, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

  • Service Support Officer, Private Banking

    4 days ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 168411 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. *** The role supports the Montreal Private Banking Team and requires fluency in English and French** Purpose The Service Support Officer contributes to the overall success of the Private Banking team by ensuring specific...

  • Lending Specialist

    1 month ago

    Montréal, 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 relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio...

  • Banking Associate

    1 month ago

    Montréal, Canada National Bank of Canada Full time

    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. In this role. you will offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as...

  • Senior Director, Investment Business Development

    2 weeks ago

    Montréal, QC, Canada Laurentian Bank Full time

    Seeing beyond numbers At Laurentian Bank, we believe we can change banking for the better. Founded in Montreal in 1846, Laurentian Bank helps families, businesses and communities thrive. Today, we have over 2,800 employees working together as One Team, to provide a broad range of financial services and advice-based solutions for customers across Canada and...