Private Banker (Hybrid)

National Bank; Quebec; Hybrid; CAD 20,000 - 29,000; Full time

Benefits offered by this job

Health and wellness program

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Virtual sleep clinic

Job summary

National Bank is seeking a Banking Associate in Canada to support private bankers and deliver comprehensive wealth management services to high-net-worth clients. You will help open and manage client files, ensure regulatory compliance, and develop personalized financial strategies.

You will collaborate with private bankers to optimize client interactions, identify opportunities, and provide high-quality service across a range of financial products for individuals, corporations, and government

Qualifications

• Completed college diploma or academic equivalent in a related field and three years of relevant experience.
• Completed the Investment Funds in Canada Course.
• Experience in personal and/or commercial credit.
• Knowledge of banking, investment, and financing products.
• Knowledge of Word and Excel.
• Outstanding sense of initiative and autonomy.

Responsibilities

• Provide support to bankers or private bankers by ensuring administrative follow-up and customer service.
• Ensure client satisfaction and loyalty by developing personalized, trust-based relationships.
• Optimize interactions with clients and identify opportunities to recommend a multi-product offering that meets their needs.
• Open business and personal files and perform various transactions on behalf of clients.
• Ensure adherence to compliance and risk management rules.
• Analyze financial information and tax structures for the processing of financing applications.
• Ensure deadlines are met for multiple transactions.
• Establish and maintain effective communication with the various parties involved in the files.

Skills

Communication

Driving Results

Teamwork

Accountability

Client-focused

Empathy

Initiative

Humility

Education

College diploma

Investment Funds in Canada Course

Tools

Word

Excel

Job description

A career as a Banking Associate with Private Banking 1859 banking services at National Bank is an opportunity to offer wealth management services and advice to a discerning high-net-worth clientele. In this role. you will offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as specialized services to a select group of international clients.

CA$18.00 hourly

Full-time +1

Your role:

• Provide support to bankers or private bankers by ensuring administrative follow-up and customer service
• Ensure client satisfaction and loyalty by developing personalized, trust-based relationships
• Optimize interactions with clients and identify opportunities to recommend a multi-product offering that meets their needs
• Open business and personal files and perform various transactions on behalf of clients
• Ensure adherence to compliance and risk management rules
• Analyze financial information and tax structures for the processing of financing applications
• Ensure deadlines are met for multiple transactions
• Establish and maintain effective communication with the various parties involved in the files

Your team:

To serve distinctive clients in a market with strong potential, you’ll be part of a passionate team that is committed to going the extra mile. You will work closely with sector members and report to the Vice-President, Private Banking 1859.
We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.

Prerequisites:

• Completed college diploma or academic equivalent in a related field and three years of relevant experience
• Completed the Investment Funds in Canada Course
• Experience in personal and/or commercial credit
• Knowledge of banking, investment, and financing products
• Knowledge of Word and Excel
• Outstanding sense of initiative and autonomy

Languages:

French

Skills

• Communication
• Driving Results
• Teamwork
• Accountability
• Client-focused
• Empathy
• Initiative
• Humility

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
• * Employee Share Ownership Plan
• * Employee and family assistance program
• * Preferential banking services
• * Involvement in community initiatives
• * 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?