Private Banking Officer Sales Specialist

Job Summary:We are seeking a highly skilled Private Banking Officer Sales Specialist to join our team at BMO. As a key member of our Wealth Sales and Service team, you will provide exceptional customer service and support to our private banking clients.Key Responsibilities:Assist in preparing new business proposals and presentations to clients and...

Key ResponsibilitiesThe Service Support Officer plays a vital role in ensuring the Private Banking team's objectives are met by executing specific individual goals, plans, and initiatives.Deliver Exceptional Client ServiceProvide consistently excellent client experiences by applying the service basics during all client and Private Banking team...

Job DescriptionJob Title: Private Banking Officer CreditJob Summary:We are seeking a highly skilled Private Banking Officer Credit to join our team at BMO. As a key member of our lending services team, you will be responsible for providing exceptional customer service and portfolio management to our clients. Your technical expertise will be essential in...

About the RoleA career as a Banking Associate with Private Banking 1859 at National Bank offers a unique opportunity to provide wealth management services and advice to a discerning high-net-worth clientele.Key ResponsibilitiesSupport the Private Banker and/or Senior Private Banker in delivering services and ensuring administrative follow-up.Develop...

Are you looking for a challenging role where you can make a lasting impact on an assigned book of customers?In this role, you will have the opportunity to:Improve Client Satisfaction and loyalty through Service Excellence by:Providing consistently excellent client experiences and demonstrating 'Our Service Promise' by being best at the basics: Friendly,...

Requisition ID: 207171The Private Banking Service Support Officer plays a vital role in ensuring the success of the Private Banking team by executing specific individual goals, plans, and initiatives in support of the team's objectives. This includes delivering exceptional personal service in all activities completed to support the Private Banking team,...

Role OverviewThe Service Support Officer contributes to the overall success of the Private Banking team by ensuring specific individual goals, plans, and initiatives are executed/delivered in support of the team's objectives.Key ResponsibilitiesDeliver exceptional personal service in all activities completed to support the Private Banking team.Ensure all...

Job SummaryWe are seeking a highly skilled and experienced Commercial Banking Officer to join our team at Bank of Montreal. As a key member of our Private Banking group, you will play a critical role in supporting the delivery of exceptional customer experiences to our private banking clients.Key ResponsibilitiesIdentify customer needs and match with...

About the RoleWe are seeking a skilled Customer Service Representative to join our Private Banking team. In this role, you will provide exceptional service and support to our clients, ensuring their needs are met and exceeded.Key ResponsibilitiesProvide consistently excellent client experiences by delivering personalized service and resolving issues...

Role Overview:As a Service Support Officer in our Private Banking team, you will play a critical role in delivering exceptional client experiences and maintaining the highest level of service excellence.Key Responsibilities:Contribute to increasing client satisfaction and loyalty by providing consistently excellent client experiences and demonstrating our...

About National BankAs a leading financial institution, National Bank offers a wide range of products and services to individuals, businesses, and institutions. Our mission is to provide innovative solutions that meet the evolving needs of our clients.Job Title: Senior Private Equity Investment SpecialistWe are seeking a highly skilled and experienced Senior...

Role Summary:We are seeking a highly motivated Business Development Specialist to join our PSP's Private Debt & Credit Investment (PDCI) group in Montreal.About Us:PSP Investments is one of Canada's largest pension investment managers with CAD$264.9 billion of net assets as of March 31, 2024.Job Responsibilities:As a Business Development Specialist, you will...

Job SummaryWe are seeking an experienced Elite Banking Specialist to join our team at NBC. As a key member of our Commercial & Private Banking 1859 sector, you will be responsible for providing exceptional banking services to clients of wealth management advisors.Key Responsibilities:Develop and implement strategic financing solutions tailored to the needs...

Job SummaryWe are seeking a highly skilled Strategic Banking Specialist to join our team at NBC. As a key member of our Commercial & Private Banking sector, you will be responsible for providing expert banking services to clients of wealth management advisors.Your primary focus will be on recommending and implementing strategic financing solutions tailored...

Role OverviewThis is a dynamic role within the Scotiabank team, focusing on delivering exceptional client experiences and service excellence in the Private Banking division.Key ResponsibilitiesClient Satisfaction and Loyalty: Provide consistently excellent client experiences, demonstrating 'Our Service Promise' by being best at the basics: Friendly, Willing...

Job Title: Private BankerAt NBC, we're seeking a skilled Private Banker to join our team. As a Private Banker, you'll be responsible for providing expert banking services to our clients, helping them achieve their financial goals.Key Responsibilities:Develop and implement tailored banking solutions for clientsBuild and maintain strong relationships with...

Join Our Team: Wealth Advisory OpportunityCC&L Private Capital seeks an experienced and results-driven Wealth Advisor to join our team in a challenging and exciting role. We are committed to creating a diverse and inclusive environment and are proud to be an equal opportunity employer.The ideal candidate will be a successful salesperson with strong industry...

Role OverviewA career as a Banking Associate with Private Banking 1859 at National Bank is an opportunity to offer wealth management services and advice to a discerning high-net-worth clientele.Key ResponsibilitiesProvide administrative support to bankers or private bankers, ensuring timely follow-up and exceptional customer service.Develop personalized,...

Job DescriptionA career as a Business Banking Expert at National Bank of Canada means acting as an experienced specialist in transactional banking and credit solutions for clients of wealth management advisors.This position reports to the Regional Vice President, Commercial & Private Banking 1859.Recommend and implement strategic financing solutions adapted...

Role OverviewAs an Investment & Personal Banking Specialist, you will play a key role in delivering trusted financial advice to customers and driving sales growth. Your passion for financial sales and ability to educate customers will be essential in creating financial plans and providing expert advice.Key ResponsibilitiesDevelop and execute sales strategies...