Associate Private Banker
6 days ago
Requisition ID: 174300 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 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 service - Assist in client onboarding and recommending retail solutions - Be alert for opportunities to expand existing client and prospect relationships - Participate in credit management of the units portfolio and manage a designated portfolio of less complex credits - Assist 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 principles - A good understanding of tax, estate and financial planning and investment vehicles - Ability to identify client needs and provide tailored recommendations - Customer centricity & passion to make a significant impact on the lives of our customers and our communities - Ability 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 times - University or community college degree - Willingness to go above & beyond and exceed customers expectations - Consultative customer engagement style with the ability to build trust - Ability to balance multiple and often conflicting priorities - Desire to work in a dynamic fast paced environment - Achievement 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 Banking - Gain technical, practical & specialised knowledge learning from successful private bankers & leaders - Be a part of and contribute to a winning team Location(s): Canada : Ontario : Waterloo 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.
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Private Banker
2 weeks ago
Waterloo, Canada Royal Bank of Canada> Full timeJob DescriptionWhat is the opportunity?We are currently seeking a dynamic Private Banker to join our growing team in the Waterloo area. 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...
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Private Banker
2 weeks ago
WATERLOO, Canada Royal Bank of Canada Full timeJob Description What is the opportunity? We are currently seeking a dynamic Private Banker to join our growing team in the Waterloo area. 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...
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Private Banker
2 weeks ago
Waterloo, Ontario, Canada RBC Full timeJob DescriptionWhat is the opportunity?We are currently seeking a dynamic Private Banker to join our growing team in the Waterloo area. 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...
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Private Banking Officer
3 weeks ago
Waterloo, Canada BMO Financial Full timeApplication Deadline:01/18/2026Address:20 Erb Street WestJob 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....
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Private Banking Officer
3 weeks ago
Waterloo, Canada BMO Financial Full timeApplication Deadline:01/18/2026Address:20 Erb Street WestJob 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....
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Private Banking Officer
3 weeks ago
Waterloo, Canada BMO Financial Full timeApplication Deadline: 01/18/2026 Address: 20 Erb Street West Job Family Group: Wealth Sales & Service 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...
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Private Banking Officer
1 day ago
Waterloo, Ontario, Canada BMO Full time $36,600 - $67,500Application Deadline:01/18/2026Address:20 Erb Street West Job 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....
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Associate Optometrist
3 days ago
Waterloo, Canada Specsavers Waterloo Full time**Full job description** Location: Waterloo, Ontario **Your opportunity and practice** Associate Optometrist - Changing lives through better sight The independent optometrist at **Specsavers Waterloo Mall** is looking for an associate optometrist to join their busy clinic in Waterloo. At Specsavers, we’ve been transforming eye health and careers around...
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Psychologist/psychology Associate
1 week ago
Waterloo, Canada Swanson, Moss, Heimpel & Associates Full time**Psychologist/Psychological Associate** We are looking for Psychologists and Psychological Associates to join our team. We are a private psychology clinic that specializes in assessment and treatment services for preschoolers, school-age children, adolescents, and adults. We are known for our comprehensive psychological assessments that address complex...
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Waterloo, Canada Waterloo CBT Clinic Full timeWe are looking for psychologists and psychological associates to join our growing clinical team. We are a private psychology clinic that specializes in providing evidence-based assessment and treatment services for adults, adolescents, children and couples. We are a collaborative group of clinicians and provide opportunities for consultation and peer...
