Private Banking Officer, Private Wealth

2 weeks ago

Oakville, Canada BMO Financial Group Full time

360 Oakville Place Drive Oakville Ontario,L6H 6K8

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 identify and discuss clients’ needs and works collaboratively with the branch and regional teams to identify and make referrals. Ensures compliance and operational effectiveness.
- Assists in preparing new business proposals or presentations to clients/prospects.
- Identifies customer needs and matches with appropriate products or services using relationship selling techniques, including making referrals to other BMO employees.
- Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels.
- Determines client needs and ensures timely and accurate completion of transaction processing.
- Takes ownership of client inquiries/ concerns/ complaints, ensuring timely resolution and referring as appropriate.
- Maintains detailed knowledge and understanding of integrated private banking services and offerings as well as a detailed understanding of the strategic direction of the business.
- Collaborates with internal and external stakeholders in order to deliver on business objectives.
- Analyzes data and information to provide insights and recommendations.
- Reviews overdraft and other monitoring reports with Private Banker and actions accordingly.
- Strives to exceed client service standards to maximize relationship retention and growth.
- Develops rapport and instills confidence with the client to develop credibility and earn their trust.
- Provides timely, accurate service and support to Private Bankers by completing a wide variety of credit, non-credit, and related activities.
- Adheres to all banking, investment and lending regulations, Policies and Procedures, legal and ethical requirements, process requirements, bank guidelines and established risk guidelines.
- Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy.
- Participates in audits and compliance reviews as assigned.
- Identifies and escalates all irregularities and discrepancies to management.
- Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
- Analyzes issues and determines next steps.
- Broader work or accountabilities may be assigned as needed.

**Qualifications**:

- Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable 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.
- Basic knowledge of the Lending Process and supporting policies.
- Basic knowledge of loan and security documentation, including registration and renewal routine.
- Specialized knowledge.
- Verbal & written communication skills - Good.
- Organization skills - Good.
- Collaboration & team skills - Good.
- Analytical and problem solving skills - Good.

**Salary**:
$37,500.00 - $69,500.00

**Pay Type**:
Salaried

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

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

**About Us**

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

  • Quality Assistant

    2 weeks ago

    Oakville, Ontario, Canada With-Seidelin Private Wealth Management, iA Private Wealth Full time

    With-Seidelin Private Wealth Management, iA Private Wealth is a family office style wealth planning/management financial planning practice delivering meticulous financial plans and execution for successful Canadians. We are looking for an administrative assistant to assist the rest of the team with delivering on our unparalleled client experience, that makes...

  • Chief Financial Officer

    11 hours ago

    Oakville, Ontario, Canada Nour Private Wealth Full time

    OPPORTUNITYNPW is seeking an experienced and strategic Chief Financial Officer (CFO) to join our growing firm. The ideal candidate will have a strong background in accounting and financial management within the securities industry, with a deep understanding of CIRO regulatory requirements. This individual will be responsible for overseeing financial...

  • Financial Administrative Assistant

    2 weeks ago

    Oakville, Ontario, Canada With-Seidelin Private Wealth Management, iA Private Wealth Full time

    With-Seidelin Private Wealth Management, iA Private Wealth is a family office style wealth planning/management financial planning practice delivering meticulous financial plans and execution for successful Canadians. We are looking for an administrative assistant to assist the rest of the team with delivering on our unparalleled client experience, that...

  • Financial Administrative Assistant

    2 weeks ago

    Oakville, Ontario, Canada With-Seidelin Private Wealth Management, iA Private Wealth Full time

    With-Seidelin Private Wealth Management, iA Private Wealth is a family office style wealth planning/management financial planning practice delivering meticulous financial plans and execution for successful Canadians. We are looking for an administrative assistant to assist the rest of the team with delivering on our unparalleled client experience, that...

  • Assistant, Private Banking

    2 weeks ago

    Oakville, 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 Officer Sales

    2 weeks ago

    Oakville, Canada BMO Financial Group Full time

    360 Oakville Place Drive Oakville Ontario,L6H 6K8 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 time to proactively identify and discuss clients’ needs and works...

  • Junior Administrative Assistant

    3 weeks ago

    Oakville, Canada Nour Private Wealth Full time

    **Job Summary** Our Junior Administrative Assistant will play a critical role by providing direct support to the CEO of Nour Private Wealth. You will be accountable for managing schedules, departmental events, financial services support, exceptional client service and executive correspondence to ensure the effectiveness of the executive leadership team. In...

  • Financial Advisor Assistant

    1 week ago

    Oakville, Canada Nour Private Wealth Full time

    **Job description** Nour Private Wealth (NPW) is seeking experienced financial advisor assistants to join our firm and help service our client base. As a financial advisor assistant, you will work side by side with a team of experienced professionals and other financial advisors to help clients meet their financial goals. The financial advisor assistant...

  • Client Experience Representative

    2 weeks ago

    Oakville, Canada Nour Private Wealth Full time

    **Job description** Nour Private Wealth (NPW) is seeking an experienced Client Experience Representative for one of our Investment advisors at NPW. The Representative will assist the team in many areas of wealth management, including answering in-bound calls, preparing new account and service paperwork, managing multiple computer systems in a...

  • Compliance Officer

    2 weeks ago

    Oakville, Canada Nour Private Wealth Inc. Nour Gestion Privée Inc. Full time

    **NOUR PRIVATE WEALTH** **JOB DESCRIPTION**: **COMPLIANCE OFFICER FOR IIROC REGISTERED DEALER and INSURANCE ARM** **OPPORTUNITY** To accommodate our continued growth and success, we are seeking the role of a full-time **Compliance Officer** with previous experience at an IIROC dealer member (s) and working in insurance. The position requires an...

  • Administrative Assistant

    2 weeks ago

    Oakville, Canada Birbari Wealth Management Full time

    **About our Company**: Birbari Wealth Management Group has been managing wealth for clients for the past 30 years. We manage investment portfolios and retirement funds on behalf of hundreds of households in Burlington, Oakville and the surrounding areas. We provide advice regarding tax, retirement and estate planning. We are a small team who come to work...

  • Private Banking Officer, Private Wealth

    4 weeks ago

    Oakville, Canada BMO Financial Group Full time

    Date limite pour présenter sa candidature : 03/02/2025Adresse : 360 Oakville Place DriveGroupe de famille d'emploi : Ventes et service, Gestion de patrimoineFavoriser la prestation d’une expérience client exceptionnelle aux clients de la Gestion bancaire privée. Offrir un niveau de service supérieur à la fois courtois, bien informé et professionnel...

  • Trust Officer, Private Wealth

    3 days ago

    Oakville, Ontario, Canada BMO Financial Group Full time

    Application Deadline:04/10/2025Address:100 King Street WestJob Family Group:Wealth Sales & ServiceProvides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust & Estate account management and administration to ensure compliance. Works collaboratively within...

  • Wealth Associate

    5 days ago

    Oakville, Ontario, Canada Banque Nationale du Canada Full time

    A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.Responsibilities:- Support investment advisors in providing...

  • Private Markets Fund Operations Lead

    4 days ago

    Oakville, Ontario, Canada Fengate Asset Management Full time

    Fengate Asset Management seeks a highly skilled and experienced professional to manage the operations of the Fengate Private Markets Fund. This is an exceptional opportunity for an individual looking to deepen their expertise across diverse asset classes and contribute to the growth of the company.About the RoleManage fund performance, monitor portfolio...

  • Wealth Associate

    2 weeks ago

    Oakville, Ontario, Canada National Bank Full time

    A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: Support investment advisors in providing...

  • Wealth Associate

    4 weeks ago

    Oakville, Canada National Bank Full time

    A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: Support investment advisors in providing superior...

  • Wealth Associate

    3 weeks ago

    Oakville, Ontario, Canada National Bank Full time

    A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: Support investment advisors in providing...

  • Manager - Private Enterprise Practice

    1 week ago

    Oakville, Canada KPMG Full time

    Overview: At KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. **The Opportunity** Are you a talented and proven leader who motivates teams and provides exceptional customer service? KPMG Private Enterprise practice helps clients...

  • Scotiamcleod Branch Administrator

    2 weeks ago

    Oakville, Canada Scotiabank Full time

    Requisition ID: 179367 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...