Private Banker, Private Banking

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.

Build strong, long-lasting relationships with clients and manage their credit portfolios.
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.

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. 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.

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.
Strong interpersonal abilities and a proven track record of building strong business relationships.
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:

• Flexible group insurance
• Generous pension plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Virtual sleep clinic

Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.
We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. Communication, Emotional Intelligence, Teamwork, Accountability, Client-focused, Learning Agility, Listening