Associate Private Banker, Montreal

1 week ago

Montréal, Canada Scotiabank Full time

Requisition ID: 145102 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. 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 - Mutual funds license, an asset - Bilingual in English and French. **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 : Quebec : Montreal 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.

  • Bilingual Associate Private Banker, Montreal

    6 days ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 197227 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. 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...

  • Associate Private Banker

    3 days ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 241861 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose** Contributes to Private Banking’s success through sound advice and administration of a Private Banking team’s assigned households. Delivers exceptional personal service and is responsible for the day-to-day...

  • Private Banker 3, Montreal Qc

    1 week ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 191861 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. 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 knowledge...

  • Private Banker 3, Montreal Qc

    4 days ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 191861 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. 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 knowledge...

  • Private Banker

    6 days ago

    Montréal, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** We are currently seeking a Private Banker to join our team in 1 place ville marie, Montreal Quebec. 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...

  • Wealth Management Associate Program

    1 week ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 231757 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Wealth Management Associate Program - Private Banking** Start date: June 2026 Work hours/week: 37.5 Application deadline: 08/10/2025 Location: Montreal Scotiabank is among the largest banks in the world and is Canada’s most...

  • Private Banker

    22 hours ago

    Montréal, Canada National Bank of Canada Full time

    A career as a Private Banker at National Bank means acting as an experienced specialist in transactional banking and credit solutions for clients of wealth management advisors of National Bank Financial. This position reports to the Regional Vice President, Commercial & Private Banking 1859. **Your job** - Recommend and implement strategic financing...

  • Wealth Management Associate Program

    4 days ago

    Montréal, QC, Canada Scotiabank Full time

    Requisition ID: 204250 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) teammates...

  • Relational Private Banker

    4 days ago

    Montréal, Canada National Bank of Canada Full time

    Attendance: Hybrid Employment Category: Intermediate Professional Type of Contract: Permanent Benefits for vendors: A career as a Private Relationship Banker at National Bank means acting as an expert for a wealthy clientele. **Your job**: - Identify and develop business opportunities for all services and products offered by the Bank and develop the...

  • Private Banking Officer, Credit

    2 weeks ago

    Montréal, Canada BMO Financial Group Full time

    1250 boul Rene Levesque Ouest MONTREAL Quebec,H3B 4W8 Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team Private Bankers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending...