Private Banker

National Bank of Canada; Quebec; On-site; CAD 70,000 - 100,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and family assistance program

Telemedicine service

Involvement in community initiatives

Job summary

National Bank of Canada is seeking a Private Banker for the Private Banking 1859 team to act as a credit professional and provide financial planning advice to high-net-worth clients. You will develop relationships, manage portfolios, and collaborate with Commercial Banking colleagues to identify opportunities and deliver tailored banking solutions.

The role emphasizes relationship-building, trading credit strategies, and delivering advanced financial planning within a team known for wealth

Qualifications

• Bachelor’s degree in a related field with four years of relevant experience, or a Master’s degree with two years of relevant experience.
• Financial Planner (FP) designation is an asset.
• Solid knowledge of banking products and services in both Personal and Commercial Banking.
• Outstanding client service, business development, and negotiation skills.
• Strong interpersonal abilities and a proven track record of building strong business relationships.

Responsibilities

• Build strong, long-lasting relationships with clients and manage their credit portfolios.
• Act as a trusted strategic advisor by identifying business opportunities and recommending solutions that align with clients’ financial objectives.
• Develop new client relationships by being actively involved in your market and working closely with Commercial Banking colleagues on business development initiatives.
• Deliver credit solutions and wealth management advice to high-net-worth clients and their families, in close collaboration with Wealth Advisors.
• Analyze financial information using advanced financial analysis techniques and prepare financing and credit renewal applications.
• Contribute to the Bank’s growth and profitability by providing tailored banking solutions based on clients’ profiles and objectives.

Skills

Credit management

Relationship building

Business development

Financial planning

Negotiation

Interpersonal skills

Education

Bachelor's degree in a related field

Master's degree

Job description

A career as
a Private Banker with the Private Banking 1859 team at National Bank means
acting as a credit professional and providing financial planning advice to a
high-net-worth clientele. Through your relationship-building and business
development skills, your experience managing a portfolio, and your knowledge of
banking services, you have a direct impact on the client, employee, and user
experience, as well as on profitability and client acquisition.

Your role:

• Build strong, long-lasting
  relationships with clients and manage their credit portfolios.
• Act as a trusted strategic
  advisor by identifying business opportunities and recommending solutions
  that align with clients’ financial objectives.
• Develop new client
  relationships by being actively involved in your market and working
  closely with Commercial Banking colleagues on business development
  initiatives.
• Deliver credit solutions and
  wealth management advice to high-net-worth clients and their families, in
  close collaboration with Wealth Advisors.
• Analyze financial information
  using advanced financial analysis techniques and prepare financing and
  credit renewal applications.
• Contribute to the Bank’s growth
  and profitability by providing tailored banking solutions based on
  clients’ profiles and objectives.

Within the Commercial
Banking & Private Banking 1859 sector, you will be part of a team of
experienced professionals and report to the Senior Director, Private Banking
1859. Our team stands out for its wealth management expertise, service
excellence, commitment to delivering an outstanding client and employee
experience, collaborative culture, and positive work environment.

We promote
a variety of continuous learning opportunities to support your professional
development, including hands-on learning, access to training resources, and
close collaboration with colleagues from diverse backgrounds and areas of
expertise.

Requirements:

• Bachelor’s degree in a related
  field and four (4) years of relevant experience, or a completed Master’s
  degree and two (2) years of relevant experience.
• Financial Planner (FP)
  designation is considered an asset.
• Solid knowledge of banking
  products and services in both Personal and Commercial Banking.
• Outstanding client service,
  business development, and negotiation skills.
• Strong interpersonal abilities
  and a proven track record of building strong business relationships.

A career as
a Private Banker with the Private Banking 1859 team at National Bank means
acting as a credit professional and providing financial planning advice to a
high-net-worth clientele. Through your relationship-building and business
development skills, your experience managing a portfolio, and your knowledge of
banking services, you have a direct impact on the client, employee, and user
experience, as well as on profitability and client acquisition.

Your role:

• Build strong, long-lasting
  relationships with clients and manage their credit portfolios.
• Act as a trusted strategic
  advisor by identifying business opportunities and recommending solutions
  that align with clients’ financial objectives.
• Develop new client
  relationships by being actively involved in your market and working
  closely with Commercial Banking colleagues on business development
  initiatives.
• Deliver credit solutions and
  wealth management advice to high-net-worth clients and their families, in
  close collaboration with Wealth Advisors.
• Analyze financial information
  using advanced financial analysis techniques and prepare financing and
  credit renewal applications.
• Contribute to the Bank’s growth
  and profitability by providing tailored banking solutions based on
  clients’ profiles and objectives.

Your team:

Within the Commercial
Banking & Private Banking 1859 sector, you will be part of a team of
experienced professionals and report to the Senior Director, Private Banking
1859. Our team stands out for its wealth management expertise, service
excellence, commitment to delivering an outstanding client and employee experience, collaborative culture, and positive work environment.

We promote
a variety of continuous learning opportunities to support your professional development, including hands-on learning, access to training resources, and close collaboration with colleagues from diverse backgrounds and areas of expertise.

Requirements:

• Bachelor’s degree in a related
  field and four (4) years of relevant experience, or a completed Master’s degree and two (2) years of relevant experience.
• Financial Planner (FP)
  designation is considered an asset.
• Solid knowledge of banking
  products and services in both Personal and Commercial Banking.
• Outstanding client service,
  business development, and negotiation skills.
• Strong interpersonal abilities
  and a proven track record of building strong business relationships.

Languages: French

Required skills: Accountability, Client-focused, Communication, Emotional Intelligence, Learning Agility, Listening, Teamwork

Your benefits

In addition to competitive compensation, upon hiring you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

• Health and wellness program, including many options
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Telemedicine service
• Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees' ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people's lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?