Associate Private Banker
1 week 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 Banking Officer
5 days ago
Waterloo, Canada BMO Financial Full timeApplication Deadline: 12/22/2025 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 products....
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Private Banking Officer
6 days ago
Waterloo, Canada BMO Financial Full timeApplication Deadline:12/22/2025Address: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
6 days ago
Waterloo, Canada BMO Financial Full timeApplication Deadline:12/22/2025Address: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
6 days ago
Waterloo, Canada BMO Financial Full timeApplication Deadline: 12/22/2025 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 products....
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Private Banking Officer
6 days ago
Waterloo, Canada BMO Financial Full timeApplication Deadline: 12/22/2025 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
4 days ago
Waterloo, Canada BMO Financial Full timeApplication Deadline: 12/22/2025 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 products....
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Private Banking Officer
5 days ago
Waterloo, Ontario, Canada Bank of Montreal Full time $36,600 - $67,500Application Deadline:12/22/2025Address: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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Pic Wealth Associate
2 weeks ago
Waterloo, Canada Scotiabank Full timeRequisition ID: 141988 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose of Job**: The Wealth Associate role has been created as a means to develop client-focused talent in Private Investment Counsel. Wealth Associates will be supported in their development by working closely with Market Leads,...
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Waterloo, Ontario, Canada SLC Management Full time $94,500 - $121,000 per yearSLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations. Our history of organic and strategic growth reflects this commitment with over...
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Waterloo, Ontario, Canada SLC Management Full time $94,500 - $121,000SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations. Our history of organic and strategic growth reflects this commitment with over...
