Private Banking Associate: Wealth Solutions & Service

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

Job summary

Scotiabank in Canada is seeking an Associate Private Banker to deliver exceptional personal service, deepen client relationships, and manage day-to-day retail and small business solutions. You will onboard clients, recommend retail solutions, assist in credit management for a portfolio of less complex credits, and comply with regulatory requirements as part of the Private Banking Unit.

This role offers an inclusive, high-performing environment and opportunities to grow within Canada's wealth

Qualifications

• Thorough knowledge of Retail Bank products, systems and services as well as a detailed understanding of commercial and retail credit principles.
• Understanding of tax, estate and financial planning and investment vehicles.
• Ability to identify client needs and provide tailored recommendations.
• Customer centricity and passion to make a significant impact on the lives of customers and communities.
• Ability to engage comfortably with affluent and influential clientele in business and social contexts with poise and professionalism.
• University or community college degree.
• Willingness to go above and 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.
• Achieve the financial planning proficiency standard in the province; Quebec requires ICB Diploma in Personal Finance.

Responsibilities

• Assist in developing relationships through sound advice and administration of assigned accounts, delivering exceptional personal service.
• Responsible for day-to-day management of retail and small business solutions and deepening client relationships.
• 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 unit's 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.

Job description

Scotiabank in Canada is seeking an Associate Private Banker to deliver exceptional personal service, deepen client relationships, and manage day-to-day retail and small business solutions. You will onboard clients, recommend retail solutions, assist in credit management for a portfolio of less complex credits, and comply with regulatory requirements as part of the Private Banking Unit.

This role offers an inclusive, high-performing environment and opportunities to grow within Canada's wealth