Private banker Jobs in Westmount, QC

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Requisition ID : 241861

Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture.

Purpose

Contributes to Private Banking’s success through sound advice and administration of a Private Banking team’s assigned households. Delivers exceptional personal service and is responsible for the day‑to‑day management of retail and small business solutions, identifying opportunities that meet clients’ immediate and future financial needs, and deepening client relationships.

Is this role for you? In this role you will need :

1. Consistently deliver the highest level of service and advice during all client interactions by :

• Demonstrating a passion for engaging with affluent and influential clients, delivering exceptional client experiences, and making a significant impact in the lives of our clients.
• Developing a full knowledge and understanding of Bank products, services, processes and policies
• Maintaining an acute focus on responding quickly and resourcefully to client requests, ensuring first time right, speed, and ease.
• Providing effective backup management in the absence of the Private Banker.

2. Contribute to the onboarding and management of client relationships, providing a full range of customized financial solutions by :

3. Support the Private Banking team’s designated portfolio of less complex credits by :

4. Minimize the Bank’s exposure to risk by :

5. Understand how the Bank’s risk appetite and risk culture should be considered in day‑to‑day activities and decisions :

6. Adhere to compliance with regulatory activities and guidelines as part of the sales process, including Privacy, Anti‑Money Laundering (AML), Anti‑Terrorist Financing, Financial Consumer Agency of Canada (FCAC), Know Your Customer (KYC), Canadian Deposit Insurance Corporation (CDIC), Mutual Fund Dealer Association (MFDA) rules, regulations and policies, as well as Scotia Securities Inc. (SSI) guidelines / processes and Guidelines for Business Conduct.

Do you have the skills that will make you successful in this role? We would love to work with you if you have

Education / Experience

Work environment

Work in a standard office‑based environment, but there is a risk of exposure to hold‑ups, extortion, etc. The position is primarily non‑physical; however, limited travel may be required for client meetings. Moderate periods of concentration are required while working on laptops. There can be stress resulting from tight deadlines, delivery commitments and service / support requirements. Client demands are constant.

« In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.»

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Location(s) : Canada : Quebec : Montreal

Scotiabank is a leading bank in the Americas. Guided by our purpose : "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here . Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

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