Publié il y a 8 jours
Private Banking Associate, Private Banking 1859
@ NATIONAL BANK OF CANADA
Calgary, Alberta
Résumé des exigences :
- 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…
- Perform preliminary analysis, compilation, verification, and indexation of the financial information and tax structures required to process customer financing requests, in accordance with…
- Work closely with affluent and influential clientele while displaying a high degree of poise and professionalism.
- Our team is made up of highly specialized professionals who are committed to mentorship, knowledge-sharing, and helping each other succeed.
- Completed three-year college diploma or academic equivalent, related to industry and three years of relevant experience.
- Knowledge of banking, investment, and financial products.
Source et dates
Type de source non vérifié · apify-linkedin
- Date publiée par l’employeur
- 2026-11-05
- 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.
NATIONAL BANK OF CANADA
Profil d’entreprise sauvegardé
Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.
Description complète de l’entreprise
At National Bank, we believe in the potential of each individual, and that even the smallest gestures can make a big difference. When we help others accomplish their projects, we help empower them and the community at large. We try to make a difference through innovation, but above all, by putting people first. By taking the time to listen and letting our actions speak for themselves. By remaining bold and passionate. By developing lasting relationships as partners and allies. Together we can achieve great things and create a positive impact. Want to learn more about us? For advice on your personal finances, visit: nbc.ca/advice For advice on your business, visit: nbc.ca/business For career opportunities, visit: jobs.nbc.ca For all the latest news, visit: nbc.ca/news By clicking "Follow" above, you may receive communications from National Bank, either in your LinkedIn inbox or by other means via LinkedIn, about products and services that could interest you. Learn more at: www.nbc.ca/socialnetworks.
- Abonnés LinkedIn
- 293 456
- Personnes associées sur LinkedIn
- 18 893
- Bureaux déclarés
- 800 Rue Saint-Jacques, Montreal, Quebec H3C 1A3, CA
- Catégories d’activité
- Wealth Management
- Finance
- Digital Marketing
- Banking
- Fraud Detection
- Personal Finance
- Insurance
- FinTech
- Financial Services
- Customer Service
- Autres noms enregistrés
- National Bank of Canada
- NATIONAL
- Spécialités
- Bancaire
- Investissement
- Courtage
- Assurance
- Technologie de l'information
- Données
- Conformité
- Entreprise
- Hypothèque
- Service client
- Trésorerie
- Gestion privée
- Retraite
- Banking
- Finance
- Trading
- Mastercard
- Investment
- Insurance
- Trust
- Information technology
- Client data
- Compliance
- Commercial banking
- Mortgage
- Retirement
- Private banking
- Customer service
- and Treasury
- Le profil indique une agence de recrutement
- Non
- Investissement total déclaré
- 0
La devise et la date d’observation ne sont pas fournies; ce n’est ni une valorisation actuelle ni une ronde de financement.
At National Bank, we believe in the potential of each individual, and that even the smallest gestures can make a big difference. When we help others accomplish their projects, we help empower them and the community at large. We try to make a difference through innovation, but above all, by putting people first. By taking the time to listen and letting our actions speak for themselves. By remaining bold and…
| Champ | Valeur |
|---|---|
| Secteur | Banking |
| Taille | 10,001+ employees |
| Siège social | Montreal, Quebec |
| Type d’organisation | Public Company |
| Spécialités | BancaireInvestissementCourtageAssuranceTechnologie de l'informationDonnéesConformitéEntrepriseHypothèqueService client |
| Offres sur Jobsy | 469 |
| Voir la page |
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.
Required skills: Accountability, Client-focused, Communication, Driving Results, Empathy, Humility, Initiative, Teamwork
Your benefits
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
* Generous pension plan
* Employee and Family Assistance Program
* Preferential banking services
* Opportunities to get involved 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 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?
Join us!
Journal
Visible seulement par vous. Conservé sur cet appareil, et dans votre compte une fois connecté.