- Support the Senior Private Banker in delivering services and ensuring administrative follow-up.
- Ensure client satisfaction and loyalty by developing personalized, trust-based relationships.
- Optimize interactions with clients and identify opportunities to make multi-product offers that meet their needs.
- Answer client questions and act as a resource person for the firm's policies, procedures, and complex products.
- Complete administrative tasks, open business and personal files and carry out various transactions on behalf of clients.
- Analyze client accounts, make follow-up calls, identify operational issues, and propose solutions.
- Coach and act as a mentor in guiding and training new or less experienced employees.
- Three-year college diploma or academic equivalent in a related field and three years of relevant experience
- Knowledge of banking, investment, and financing products
- Knowledge of Microsoft 365
- Experience in personal and/or commercial credit an asset
- French language is an asset
- 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
- Opportunities to get involved in community initiatives
- Telemedicine service
- Virtual sleep clinic These are a few of the benefits available to you. 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.
-
Private Banking Associate
4 days ago
TD Bank Calgary, Canada**Private Banking Associate**: · BR · **Job Category - Primary** · - Wealth Management · **Work Location** · - 421 7th Avenue Southwest · **Employment Type** · - Regular · **City** · - Calgary · **Time Type** · - Full Time · **Province/State** · - Alberta · **Hours** · - 37.5 · * ...
-
Private Banking Advisor
5 days ago
CIBC Calgary, CanadaWe're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...
-
Associate, Private Banking Advisor
5 days ago
CIBC Calgary, Canada Temps pleinNous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu'il faut pour nos clients. · À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir ...
-
Private Banking Fulfillment Officer
4 days ago
Royal Bank of Canada Calgary, Canada**Come Work with Us** · At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. · Whether you're helping clients find new opportunities, developing new tech ...
-
Banking Associate Private Banking 1859
1 week ago
NBC Calgary, Canada Full timeArea of Interest: Advisory services, Personal banking A career as a Banking Associate with Private Banking 1859 at National Bank, employes a unique boutique approach in offering wealth management services and advice to a discerning high-net-worth clientele. In this role, you ...
-
Associate, Private Banking Advisor
2 hours ago
Canadian Imperial Bank of Commerce Calgary, CanadaAssociate, Private Banking Advisor page is loaded · Associate, Private Banking Advisor · Apply locations Calgary, AB time type Full time posted on Posted 2 Days Ago job requisition id We're building a relationship-oriented bank for the modern world. We need talented, passionate ...
-
Financing Specialist, Private Banking
6 days ago
ATB Financial Alberta, CanadaOur bottom line is different. · There's something special about working at ATB, and it's been recognized on every top employer list that matters. Maybe it's our exceptional culture where your total wellness is supported through market-leading benefits and you're free to bring you ...
-
Private Banker
2 days ago
CWB Financial Group Calgary, CanadaAt · CWB · , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing ...
-
Branch Manager
1 week ago
Scotiabank Calgary, CanadaRequisition ID: 175792 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **About the role**: · As a Branch Manager, you will assume responsibility for the overall success of the branch by working to meet financial objective ...
-
Assistant Manager
4 days ago
Scotiabank Calgary, CanadaRequisition ID: 173831 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **About the role**: · As the Assistant Manager, you will lead and oversee the overall success of the Retail Sales and Customer Service teams in a Cana ...
-
Associate, Corporate Banking
2 days ago
Scotiabank Calgary, CanadaRequisition ID: 171746 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **Associate, Corporate Banking (Energy) - Calgary Full-Time** · **Why work for Scotiabank?** · Scotiabank is a leading bank in the Americas. We are po ...
-
Associate, Cb, Energy
5 days ago
Scotiabank Calgary, CanadaRequisition ID: 171746 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **Associate, Corporate Banking (Energy) - Calgary Full-Time** · *** · **Why work for Scotiabank?** · Scotiabank is a leading bank in the Americas. We ...
-
Accounting Analyst
1 week ago
Digital Commerce Bank Calgary, CanadaDCBank, a private Canadian Schedule 1 Bank, is seeking an Accounting Analyst to join its team. The position would be based in Calgary, AB. The ideal incumbent is one who is highly motivated, and gets things done accurately, effectively and with mínimal supervision. · **Education, ...
-
Customer Experience Associate
2 days ago
Scotiabank Calgary, CanadaRequisition ID: 172285 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **About the role**: · **Part-Time (22.5 Hours/Week)** · As a Customer Experience Associate, you are the face, character and heart of our branches. Sco ...
-
Customer Experience Associate, Part-time
4 days ago
Scotiabank Calgary, Canada Part timeRequisition ID: 195206 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **About the role**: · As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put ou ...
-
Customer Experience Associate
1 week ago
Scotiabank Calgary, CanadaRequisition ID: 170952 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **About the role**: · Part-time, temporary hours/week) · As a Customer Experience Associate, you are the face, character and heart of our branches. Sc ...
-
Customer Experience Associate
3 days ago
Scotiabank Calgary, CanadaRequisition ID: 189426 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **About the role**: · Part time (15 hours/week) · As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiaban ...
-
Scotiabank Calgary, CanadaRequisition ID: 172284 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **About the role**: · **What you'll be doing** · Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential ...
-
Customer Service Representative
1 week ago
Scotiabank Calgary, CanadaRequisition ID: 171862 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **About the role**: · As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put ou ...
-
Customer Experience Associate
5 days ago
Scotiabank Calgary, CanadaRequisition ID: 192100 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **About the role**: · As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put ou ...
Banking Associate Private Banking 1859 - Calgary, Canada - National Bank
Description
Attendance Hybrid Job Number 20837 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 17-Apr-2024 Location: Calgary, Alberta City Calgary Province/State Alberta Area of Interest: Advisory services, Personal bankingA career as a Banking Associate with Private Banking 1859 at National Bank, employes a unique boutique approach in offering wealth management services and advice to a discerning high-net-worth clientele. In this role, you'll provide a comprehensive range of financial services to individuals, businesses, and public sector corporations across Canada. We strive to attract professional candidates who are dedicated to providing the highest standards of red carpet customer service.
This is a hybrid position reporting to the Manager of Client Services, Private Banking 1859.
Your job:
Your team:
You'll be part of a passionate team that is committed to going the extra mile to serve a discerning clientele in a market with strong potential. You'll work closely with other members of the sector and report to the Manager of Customer Service, Private Banking 1859.
Prerequisites:
Skills
Press space or enter keys to toggle section visibility
Accountability Client-focused Communication Diversity & Inclusion Driving Results Emotional Intelligence Empathy Humility Initiative Learning Agility Resiliency TeamworkYour benefits
Press space or enter keys to toggle section visibility
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.We're putting people first:
Press space or enter keys to toggle section visibility
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 peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates What can you bring to our team? Come live your ambitions with us Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal