Senior Private Banker – Wealth Advisory Lead

Banque Nationale du Canada; Quebec; Hybrid; CAD 120,000 - 180,000; Full time

Benefits offered by this job

Health and wellness program

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Community involvement

Virtual sleep clinic

Job summary

Banque Nationale du Canada is seeking a Private Banker to advise high‑net‑worth clients within the Private Banking 1859 team. You’ll build lasting client relationships, deliver tailored credit and wealth planning solutions, and partner with Wealth Advisors to advance financial objectives.

You will identify opportunities, develop new clientele, and apply advanced financial analysis to support financing and credit renewals. The role emphasizes service excellence and profitability growth.

Qualifications

• Bachelor’s degree in a related field with four years of relevant experience, or a completed Master’s degree and two years of relevant experience.
• Financial Planner (FP) designation is considered an asset.
• Solid knowledge of banking products and services in both Personal and Commercial Banking.
• Outstanding client service, business development, and negotiation skills.
• Strong interpersonal abilities and a proven track record of building strong business relationships.

Responsibilities

• Build strong, long-lasting relationships with clients and manage their credit portfolios.
• Act as a trusted strategic advisor by identifying business opportunities and recommending solutions that align with clients’ financial objectives.
• Develop new client relationships by being actively involved in your market and working closely with Commercial Banking colleagues on business development initiatives.
• Deliver credit solutions and wealth management advice to high-net-worth clients and their families, in close collaboration with Wealth Advisors.
• Analyze financial information using advanced financial analysis techniques and prepare financing and credit renewal applications.
• Contribute to the Bank’s growth and profitability by providing tailored banking solutions based on clients’ profiles and objectives.

Skills

Relationship management

Client service

Business development

Negotiation

Interpersonal skills

Education

Bachelor’s degree + 4 years experience

Master’s degree + 2 years experience

Financial Planner designation (FP)

Tools

Banking products knowledge

Job description

Banque Nationale du Canada is seeking a Private Banker to advise high‑net‑worth clients within the Private Banking 1859 team. You’ll build lasting client relationships, deliver tailored credit and wealth planning solutions, and partner with Wealth Advisors to advance financial objectives.

You will identify opportunities, develop new clientele, and apply advanced financial analysis to support financing and credit renewals. The role emphasizes service excellence and profitability growth.