Private banking associate

National Bank; Quebec; Hybrid; CAD 60,000 - 80,000; 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

Preferential banking services

Involvement in community initiatives

Telemedicine service

Virtual sleep clinic

Job summary

National Bank is seeking a Banking Associate for Private Banking 1859 to support bankers, manage client relations, and process financing applications across Canada. You will analyze financials, ensure compliance, and help deliver a multi-product offering to high-net-worth clients.

The role emphasizes flexibility with a hybrid work model and opportunities to collaborate across a high-potential market while supporting personal and corporate clients and international clientele.

Qualifications

• Completed college diploma or academic equivalent in a related field with three years of relevant experience.
• Completion of the Investment Funds in Canada Course is required.
• Experience in personal and/or commercial credit.
• Knowledge of banking, investment and financing products.
• Proficiency with Word and Excel.
• Excellent customer service and strong initiative.

Responsibilities

• Provide support to bankers by ensuring administrative follow-up and customer service.
• Develop personalized, trust-based relationships to enhance client loyalty.
• Identify opportunities to propose a multi-product offer meeting client needs.
• Open business and personal files and perform transactions for clients.
• Ensure compliance and risk management rules are followed.
• Analyze financial information and tax structures for financing applications.
• Meet deadlines for multiple transactions.
• Communicate effectively with all parties involved.

Skills

Customer service

Initiative

Autonomy

Relationship building

Education

College diploma or related field

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.

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
• Excellent customer service skills
• Outstanding sense of initiative and autonomy

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?

Join us!