Associate Private Banker
5 days ago
Requisition ID: 243916Join 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 serviceBe a subject matter expert developing a full knowledge and understanding of Bank products and services, and an awareness of competitor products and servicesAssist in client onboarding and recommending retail solutionsBe alert for opportunities to expand existing client and prospect relationshipsParticipate in credit management of the units portfolio and manage a designated portfolio of less complex creditsAssist 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 principlesA good understanding of tax, estate and financial planning and investment vehiclesAbility to identify client needs and provide tailored recommendationsCustomer centricity & passion to make a significant impact on the lives of our customers and our communitiesAbility 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 timesUniversity or community college degreeWillingness to go above & beyond and exceed customers expectationsConsultative customer engagement style with the ability to build trustAbility to balance multiple and often conflicting prioritiesDesire to work in a dynamic fast paced environmentAchievement 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 BankingGain technical, practical & specialised knowledge learning from successful private bankers & leadersBe a part of and contribute to a winning team Location(s): Canada : Ontario : Oakville 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. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
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Associate Private Banker
3 days ago
Oakville, Canada Scotiabank Full timeIs this role right for you? Requisition ID: 243916 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...
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Associate Private Banker
2 days ago
(s): Canada : Ontario : Oakville Scotiabank Global Site Full time US$60,000 - US$120,000 per yearRequisition ID: 243916Join 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,...
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Private Banking Officer Sales
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Oakville, Canada BMO Financial Group Full time360 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...
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Manager, Professional Support: Gta Wes
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Oakville, Canada BMO Financial Group Full timeAddress: 239 Lakeshore Rd E Job Family Group: Wealth Sales & Service 12 Month Contract 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...
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Oakville, Canada Skyline Group of Companies Full timeReady to take your success to the next level—with a firm that shares your drive? At Skyline, we're looking for a standout Relationship Manager who's already thriving in high-net-worth sales—and now wants the platform, prestige, and performance history to match. You're more than just a top producer; you're a trusted advisor who knows that lasting client...
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Relationship Manager, Private Equity
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Oakville, Canada Skyline Group of Companies Full timeReady to take your success to the next level—with a firm that shares your drive? At Skyline, we're looking for a standout Relationship Manager who's already thriving in high-net-worth sales—and now wants the platform, prestige, and performance history to match. You're more than just a top producer; you're a trusted advisor who knows that lasting client...
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Relationship Manager, Private Equity
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Oakville, Ontario, Canada The Skyline Group of Companies Full timeReady to take your success to the next level—with a firm that shares your drive? At Skyline, we're looking for a standout Relationship Manager who's already thriving in high-net-worth sales—and now wants the platform, prestige, and performance history to match. You're more than just a top producer; you're a trusted advisor who knows that lasting client...
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Relationship Manager, Private Equity
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Oakville, Canada Skyline Group of Companies Full timeReady to take your success to the next level—with a firm that shares your drive? At Skyline, we’re looking for a standout Relationship Manager who’s already thriving in high-net-worth sales—and now wants the platform, prestige, and performance history to match. You're more than just a top producer; you're a trusted advisor who knows that lasting...
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Relationship Manager, Private Equity
4 weeks ago
Oakville, Canada Skyline Group of Companies Full timeReady to take your success to the next level—with a firm that shares your drive? At Skyline, we’re looking for a standout Relationship Manager who’s already thriving in high-net-worth sales—and now wants the platform, prestige, and performance history to match. You're more than just a top producer; you're a trusted advisor who knows that lasting...