Private Banking Associate: Expert Client Relationships

Scotiabank; Markham; On-site; CAD 55,000 - 85,000; Full time

Job summary

Scotiabank in Toronto/Markham is seeking an Associate Private Banker to contribute to developing client relationships through sound advice and administration of assigned accounts, delivering exceptional personal service. You will support day-to-day management of private banking clients and retail solutions while deepening relationships.

The role emphasizes a consultative engagement style, knowledge of bank products, and the ability to manage a portfolio with regulatory compliance.

Qualifications

• Thorough knowledge of Retail Bank products, systems and services as well as a detailed understanding of commercial and retail credit principles.
• A good understanding of tax, estate and financial planning and investment vehicles.
• Ability to identify client needs and provide tailored recommendations.
• Customer centricity & passion to make a significant impact on the lives of our customers and our communities.
• Ability to engage comfortably with affluent and influential clientele in both a business and social context, demonstrating a high degree of poise and professionalism at all times.
• University or community college degree.
• Willingness to go above & beyond and exceed customers expectations.
• Consultative customer engagement style with the ability to build trust.
• Ability to balance multiple and often conflicting priorities.
• Desire to work in a dynamic fast paced environment.
• Achievement of the financial planning proficiency standard in the province in which you work, unless working in Quebec. Associate Private Banker working in Quebec is required to have completed the ICB Diploma in Personal Finance.

Responsibilities

• Assist in the effective management of client relationships and provide the highest quality customer service.
• Be a subject matter expert developing a full knowledge and understanding of Bank products and services, and an awareness of competitor products and services.
• Assist in client onboarding and recommending retail solutions.
• Be alert for opportunities to expand existing client and prospect relationships.
• Participate in credit management of the units portfolio and manage a designated portfolio of less complex credits.
• Assist in supporting effective operation of the Private Banking Unit complying with regulatory requirements as part of the service process.

Skills

Retail banking products & credit

Tax and estate planning

Consultative selling

Customer-centric mindset

Professional engagement with affluent

Strong work ethic

Prioritization & multi-tasking

Education

University or community college degree

Job description

Scotiabank in Toronto/Markham is seeking an Associate Private Banker to contribute to developing client relationships through sound advice and administration of assigned accounts, delivering exceptional personal service. You will support day-to-day management of private banking clients and retail solutions while deepening relationships.

The role emphasizes a consultative engagement style, knowledge of bank products, and the ability to manage a portfolio with regulatory compliance.