Private Banker

Requisition ID: 217159Join 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 product...

About the RoleWe are seeking an experienced Private Banking Professional to join our Wealth Development and Sales team. As a key member of our team, you will be responsible for delivering exceptional customer service and building long-term relationships with our private banking clients.Key Responsibilities:Customer Service: Provide timely and accurate...

Application Deadline: 04/20/2025Address: 525 8th Ave SW East TowerJob Family Group: Wealth Sales & ServiceSupports 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....

Job DescriptionThis is a challenging and rewarding role that requires a strong understanding of customized commercial lending, risk management, financial products, and services. As a Private Client Financial Advisor, you will be responsible for building and maintaining relationships with high net worth clients, providing expert advice on tailored lending...

Application Deadline:04/20/2025Address:525 8th Ave SW East TowerJob Family Group:Wealth Sales & ServiceSupports 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....

Application Deadline:02/27/2025Address:525 8th Ave SW East TowerJob Family Group:Wealth Sales & ServiceSupports 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....

Key Responsibilities:Provide timely and accurate service and support to private bankers by completing a wide variety of credit, non-credit, and related activities.Assist in preparing new business proposals or presentations to clients/prospects.Identify customer needs and match with appropriate products or services using relationship selling techniques,...

Is this role right for you? In this role you will: Responsible for the completion of all Private Banking cust omized/commercial credit structuring activities in the assigned territory/Centre(s) by: Ensuring the timely analysis, structuring and presentation of credit proposals Performing proper due diligence in evaluating information to ensure the...

Key ResponsibilitiesThe Private Banker is responsible for managing a portfolio of high net worth clients, delivering exceptional service and customized lending solutions, and driving business development and operational effectiveness.Specific Responsibilities Include:Portfolio ManagementManaging a portfolio of high net worth clients to ensure their financial...

Role OverviewThe Private Banker is a key business development position focused on generating new clients and the cross-sell, up-sell, and retention of existing high value Wealth Management clients.Responsibilities include:Portfolio Management and Risk MitigationWorking directly with Retail credit adjudication or with Wealth Credit Solutions for customized...

About the RoleThis is an exciting opportunity for a High Net Worth Client Relationship Manager to join our team at Scotiabank. The successful candidate will be responsible for building and maintaining relationships with high net worth clients, providing them with expert advice and guidance on their financial needs.Key ResponsibilitiesDrive business...

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID).Life at ATB is about more than work. In fact, we're consistently recognized as one of Canada's top employers thanks to our high-care, high-performance...

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID).Life at ATB is about more than work. In fact, we're consistently recognized as one of Canada's top employers thanks to our high-care, high-performance...

Requisition ID: 167456 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...

**Job Summary** **What is the opportunity?** We are currently seeking a Private Banker to join our team in the Calgary region. You will be an accredited professional delivering the Black Card Experience to high net worth Canadians, focused on Private Banking’s core value proposition of wealth planning, credit, cash management, and day-to-day banking. You...

**Job Summary** **What is the opportunity?** We are currently seeking a Private Banker to join our team in the [ ] region. You will be an accredited professional delivering the Black Card Experience to high net worth Canadians, focused on Private Banking’s core value proposition of wealth planning, credit, cash management, and day-to-day banking. You...

At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important...

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...

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...

Requisition ID: 202633 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)...

Requisition ID: 202633 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)...

525 8th Ave SW East Tower Calgary Alberta,T2P 1G1 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...

525 8th Ave SW East Tower Calgary Alberta,T2P 1G1 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...

Address:525 8th Ave SW East TowerJob Family Group:Wealth Sales & ServiceSupports 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...

This is a hybrid position reporting to the Manager of Client Services, Private Banking 1859._ **Your job**: - Support the Senior Private Banker in delivering services and ensuring administrative follow-up. - Ensure client satisfaction and loyalty by developing personalized, trust-based relationships. - Optimize interactions with clients and identify...

525 8th Ave SW East Tower Calgary Alberta,T2P 1G1 Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client’s complex balance sheet management needs while providing expert service and highly personalized interaction....

525 8th Ave SW East Tower Calgary Alberta,T2P 1G1 Experience in team management, team building and coaching is a requirement 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...

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID). Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care,...

Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change. Make an impact with our Corporate Finance team as a Vice President. This diverse team of professionals maximizes our clients’ potential so they can seize opportunities as...

**Role Description** We are looking for a **Real Estate Paralegal** for a full-time, hybrid role (minimum 2 days in office) in **Calgary, Alberta**. This position offers the opportunity to work in a fast-paced, high-volume office handling a wide range of real estate transactions. As part of Axess Law, you’ll be joining a team that embraces the future of...

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID). Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care,...

Requisition ID: 208240 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Start Date: January 6th Application Deadline: 10/18/2024 The Service Support Officer contributes to the overall success of the Private Banking team by ensuring specific individual goals, plans and initiatives are...

**National Bank Private Banking 1859 - Premium Banking Associate**: Private Banking 1859 is part of the National Bank of Canada, headquartered in Quebec. Its boutique approach is unique in that it serves ultra-high net worth clients with personal banking and business needs as well as wealth management, estate and tax planning. - This is a hybrid position...