Associate Private Banker: Trusted Wealth Advisor

Scotiabank; Calgary; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading bank in the Americas seeks an Associate Private Banker in Calgary, Alberta. The candidate will manage client relationships, provide tailored recommendations, and ensure a high-quality customer service experience. Responsibilities include onboarding clients and managing a portfolio of less complex credits. A university degree and knowledge of banking products are required. The role promises a collaborative work environment and opportunities for personal growth in relationship management.

Benefits

Opportunity for personal and professional growth

Inclusive and collaborative working environment

Qualifications

• Thorough knowledge of Retail Bank products and services.
• Good understanding of tax, estate, and financial planning.
• Ability to engage comfortably with affluent clientele.

Responsibilities

• Assist in managing client relationships for highest quality service.
• Support effective operation of the Private Banking Unit.
• Identify client needs and provide tailored recommendations.

Skills

Customer centricity

Knowledge of Retail Bank products

Consultative customer engagement

Ability to balance priorities

Understanding of commercial and retail credit

Education

University or community college degree

Job description

A leading bank in the Americas seeks an Associate Private Banker in Calgary, Alberta. The candidate will manage client relationships, provide tailored recommendations, and ensure a high-quality customer service experience. Responsibilities include onboarding clients and managing a portfolio of less complex credits. A university degree and knowledge of banking products are required. The role promises a collaborative work environment and opportunities for personal growth in relationship management.