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Private Banker

@ National Bank Private Banking 1859

Montréal, Québec

Temps plein4+ ans d’expérience
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En bref

National Bank Private Banking 1859 is hiring a full-time Private Banker to act as a credit professional and advise high-net-worth clients on financial planning. The work covers managing credit portfolios, business development with Commercial Banking, preparing financing and renewal applications, and advising clients alongside Wealth Advisors. The posting lists a competitive salary and a broad benefits package, and it says French is required.

Responsabilités :

  • Manage clients' credit portfolios
  • Advise high-net-worth clients on financial planning
  • Develop new client relationships with Commercial Banking
  • Analyze financial information and prepare credit applications
  • Provide tailored banking solutions

Résumé des exigences :

  • Bachelor's degree and four years of relevant experience, or Master's and two years
  • Financial Planner (FP) designation an asset
  • Solid knowledge of Personal and Commercial Banking products
  • Strong client service, business development and negotiation skills
  • Proven track record of building business relationships
  • French language
Source et dates

Type de source non vérifié · apify-linkedin

Date publiée par l’employeur
Non fourni
Première détection par notre source
2026-11-14
Mise à jour du dossier source
2026-11-14

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

NiveauIntermédiaire
DomaineDéveloppement des affaires
Expérience4 an(s) et plus
Heures par semaine40 (estimé)
Milieu de travailBureau
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur élevé
LanguesFrench
Permis et certificationsFinancial Planner (FP)
FormationBaccalauréat (exigé), Maîtrise (préféré)
Domaines d’étudesrelated field
Avantages mentionnésHoraire flexible, Régime de retraite, Actions ou participation, Mieux-être

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

National Bank Private Banking 1859

ChampValeur
Offres sur Jobsy1
Description

A career as a Private Banker with the Private Banking 1859 team at National Bank means acting as a credit professional and providing financial planning advice to a high-net-worth clientele. Through your relationship-building and business development skills, your experience managing a portfolio, and your knowledge of banking services, you have a direct impact on the client, employee, and user experience, as well as on profitability and client acquisition.

Your role :

  • 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.

Your team:

Within the Commercial Banking & Private Banking 1859 sector, you will be part of a team of experienced professionals and report to the Senior Director, Private Banking 1859. Our team stands out for its wealth management expertise, service excellence, commitment to delivering an outstanding client and employee experience, collaborative culture, and positive work environment.

We promote a variety of continuous learning opportunities to support your professional development, including hands-on learning, access to training resources, and close collaboration with colleagues from diverse backgrounds and areas of expertise.

Requirements :

  • Bachelor’s degree in a related field and four (4) years of relevant experience, or a completed Master’s degree and two (2) 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.

Languages:

French

Skills

Communication

Emotional Intelligence

Teamwork

Accountability

Client-focused

Learning Agility

Listening

Your benefits

In addition to competitive compensation, upon hiring 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

* Flexible group insurance

* Generous pension plan

* Employee Share Ownership Plan

* Employee and family assistance program

* Preferential banking services

* Involvement in community initiatives

* Telemedicine service

* 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 value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are 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?

  • Join us!

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