Private Banking Associate: Relationship & Wealth Advisory

Scotiabank; Vancouver; On-site; CAD 65,000 - 90,000; Full time

Job summary

Scotiabank is seeking an Associate Private Banker in Vancouver, Canada to support relationship management for retail and small business clients. You will provide sound advice, administer accounts, onboard clients, and deepen client relationships while ensuring service Excellence.

You will develop expertise in bank products, assess client needs, and collaborate with senior bankers to manage credit and regulatory requirements in a dynamic Private Banking environment.

Qualifications

• Thorough knowledge of Retail Bank products, systems and services, and understanding of credit principles
• Knowledge of tax, estate and financial planning and investment vehicles
• Ability to identify client needs and provide tailored recommendations
• Customer centricity and passion to impact customers and communities
• Ability to engage with affluent clients in business and social contexts
• University or community college degree
• Willingness to exceed customer expectations
• Consultative engagement style with ability to build trust
• Ability to balance multiple priorities
• Desire to work in a dynamic, fast-paced environment
• Financial planning proficiency standard in the relevant province (ICB Diploma if in Quebec)

Responsibilities

• Assist in the effective management of client relationships and provide the highest quality customer service
• Develop full knowledge of bank products and services and understand competitor offerings
• Assist in client onboarding and recommend retail solutions
• Identify opportunities to expand existing client and prospect relationships
• Assist in credit management of the portfolio and manage a designated portfolio of less complex credits
• Support Private Banking Unit operations in compliance with regulatory requirements

Job description

Scotiabank is seeking an Associate Private Banker in Vancouver, Canada to support relationship management for retail and small business clients. You will provide sound advice, administer accounts, onboard clients, and deepen client relationships while ensuring service Excellence.

You will develop expertise in bank products, assess client needs, and collaborate with senior bankers to manage credit and regulatory requirements in a dynamic Private Banking environment.