Private Banking Associate: Client Advisor

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

Job summary

A leading financial institution is seeking an Associate Private Banker in Oakville, Ontario, to provide exceptional customer service and manage client relationships. The ideal candidate will possess thorough knowledge of retail banking products and demonstrate a consultative engagement style with clients. Responsibilities include assisting in onboarding, credit management, and delivering tailored recommendations. Opportunities for professional growth and development within a collaborative team are integral to this role.

Benefits

Inclusive and collaborative working environment

Opportunity for professional development

Contribution to a winning team

Qualifications

• Thorough knowledge of Retail Bank products and services.
• Good understanding of tax, estate planning, and investment vehicles.
• Ability to balance multiple priorities in a fast-paced environment.

Responsibilities

• Assist in the effective management of client relationships.
• Develop knowledge of bank products and recommend solutions.
• Participate in credit management of portfolio.

Skills

Customer service excellence

Knowledge of Retail Bank products

Ability to identify client needs

Professionalism in client interactions

Consultative engagement style

Education

University or community college degree

Job description

A leading financial institution is seeking an Associate Private Banker in Oakville, Ontario, to provide exceptional customer service and manage client relationships. The ideal candidate will possess thorough knowledge of retail banking products and demonstrate a consultative engagement style with clients. Responsibilities include assisting in onboarding, credit management, and delivering tailored recommendations. Opportunities for professional growth and development within a collaborative team are integral to this role.