Private Banking Associate, Private Banking 1859

Banque Nationale du Canada; Calgary; Hybrid; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Health and wellness program

Group insurance

Employee and Family Assistance Program

Preferential banking services

Community involvement opportunities

Virtual sleep clinic

Job summary

National Bank of Canada in Calgary seeks a professional to support Private Banking 1859, delivering administrative and customer service tasks to ultra-high-net-worth clients and their wealth-management needs.

The on-site role focuses on building personalized client relationships, opening accounts, processing transactions, monitoring files, and collaborating with bankers to identify opportunities while ensuring compliance and timely delivery of financing, investments and reports.

Qualifications

• Completed three-year college diploma or equivalent and relevant experience.
• Knowledge of banking, investment and financial products.
• Knowledge of Microsoft 365.
• Exceptional attention to detail.
• Dynamic interpersonal and communication skills.
• Ability to handle multiple tasks and changing priorities.

Responsibilities

• Support Private Bankers with administrative and customer service tasks.
• Develop personalized client relationships to foster satisfaction and loyalty.
• Identify sales opportunities and optimize customer interventions.
• Open commercial and personal accounts and process transactions.
• Monitor client files to improve administrative and financial activities.
• Suggest process improvements to increase efficiency.
• Identify risks inherent to Wealth Management activities.
• Provide products and services meeting client needs.
• Prepare financial and tax-information for financing requests per credit standards.
• Ensure adherence to deadlines for loans, investments, and interest income.
• Communicate effectively with stakeholders involved in files.
• Work with affluent clients with professionalism and poise.
• Operate independently in a dynamic environment with strong organization.

Skills

Communication

Teamwork

Attention to detail

Written communication

Education

College diploma

Tools

Microsoft 365

Job description

On-Site

Job number

35985

Category

Professional

Status: Temporary 12 months

Schedule: Full-Time

06-Oct-2026

Area(s) of interest: Advisory services, Personal banking

Private Banking 1859 provides a boutique, red carpet experience to ultra-high net worth clients with personal banking and business needs as well as wealth management, estate and tax planning.We are looking for a professional candidate dedicated to the highest standards of customer service to join our team.

Your Role

• Support the Private Bankers by providing various administrative as well as customer service tasks assigned by the manager.
• Ensure customer satisfaction and loyalty by developing a personalized relationship that meets the needs of each client.
• Optimize customer interventions and identify sales opportunities.
• Open commercial and personal accounts and perform various transactions on behalf of clients.
• Contribute to the efficiency of administrative and financial activities by rigorously monitoring client files.
• Actively participate in bringing operational efficiency and necessary improvement to processes.
• Identify all risks inherent to the Wealth Management sector's activities.
• Provide clients with products or services that can meet their needs.
• Perform preliminary analysis, compilation, verification, and indexation of the financial information and tax structures required to process customer financing requests, in accordance with standards established by the credit center.
• Ensure adherence to deadlines (loans, investments, interest income).
• Establish and maintain effective communication with the various stakeholders involved in the files.
• Work closely with affluent and influential clientele while displaying a high degree of poise and professionalism.
• Work independently in a dynamic work environment through strong administration, organizational, planning, and time management skills.

Your Team:

Private Banking 1859 is part of National Bank of Canada – an award-winning employer, headquartered in Montreal with over 21,000 employees.This position reports to the Manager Customer Service, Private Banking 1859.We offer a competitive compensation package, including salary, bonus, and vacation. Our employees benefit from a range of health and wellness initiatives, including telemedicine, a hybrid work model, and fitness reimbursement.

You’ll be part of an inclusive and collaborative environment where contributions are recognized and career growth is actively supported. Our team is made up of highly specialized professionals who are committed to mentorship, knowledge-sharing, and helping each other succeed.

Prerequisites:

• Completed three-year college diploma or academic equivalent, related to industry and three years of relevant experience.
• Knowledge of banking, investment, and financial products.
• Knowledge of Microsoft 365.
• Exceptional attention to detail.
• Dynamic interpersonal skills with a can-do attitude to exercise initiative and handle several tasks and changing priorities.
• Strong communication skills and can connect, both verbally and in writing, with customers and related teams in a courteous, and effective manner.

Languages:

Skills

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Communication Driving Results Teamwork Accountability Client-focused Empathy Initiative Humility

In addition to competitive compensation, 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
• Group insurance
• Employee and Family Assistance Program
• Preferential banking services
• Opportunities to get involved 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 actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is 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?

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?

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