Description
A career as a Private Banker within the Private Banking 1859 (PB1859) team at National Bank means acting as a trusted expert in financial planning, wealth management, and credit solutions for a high-net-worth clientele. This role requires strong relationship management skills, a proactive client approach, and a high level of rigor in applying the Bank’s processes and risk standards.
National Bank offers a full range of financial services to individuals, businesses, and governments across Canada, as well as specialized services to a select international clientele.
Your role
- Provide integrated wealth management solutions (investments, credit, and financial planning) to high-net-worth clients and their families.
- Rigorously assess client needs and develop structured, sustainable, and profitable financial strategies in compliance with the Bank’s policies and procedures.
- Deliver a distinctive, personalized client experience aligned with the value proposition and service standards of Private Banking 1859.
- Build and maintain long-term, trusted relationships with clients while working closely with internal partners.
- Structure and negotiate credit solutions, manage the portfolios under your responsibility, and strictly apply the Bank’s risk management standards.
- Contribute to the Bank’s profitable growth by leveraging appropriate expertise and identifying opportunities aligned with clients’ objectives.
Your team
Within the Commercial Banking and Private Banking 1859 sector, you will report to the Senior Director, Private Banking 1859, and join the broader team covering Laval, Lanaudière, the Laurentians, Northwestern Québec, and Eastern Ontario. Our team is recognized for its strong sector expertise, collaborative mindset, and in-depth market knowledge.
Prerequisites
- Bachelor’s degree in a related field with 5 years of relevant experience, or a Master’s degree in a related field with 3 years of relevant experience.
- Financial Planner (Pl. Fin.) designation is an asset.
- Strong knowledge of financing and banking products and services, in both personal and commercial banking.
- Proven experience in client service, sales, business development, and negotiation.
- Excellent interpersonal skills and the ability to build strong, lasting relationships.
- Client-focused, proactive, agile, approachable, and accountable.
- Demonstrated leadership, autonomy, perseverance, and strong teamwork skills.
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!
