Senior Private Banker

Attendance

Hybrid

Job number

26814

Category

Senior Professional

Status : Permanent

Type of Contract

Permanent

Schedule : Full-Time

Full Time / Part Time?

Full-Time

Posting date

22-Jul-2025

Location : Montreal, Quebec

City

Montreal

Province / State

Quebec

Area(s) of interest : Advisory services, Commercial banking

A career as a Senior Private Banker in the Montreal team at National Bank means acting as a credit expert to a wealthy clientele.

National Bank offers a wide range of financial services to individuals, businesses and governments in Canada.

The Senior Private Banker – Private Banking 1859 is located in the Greater Montreal area.

Your Job :

• Provide solutions and advice on all aspects of wealth management for high-net-worth clients and their families.
• Offer financial expertise and the necessary framework to help current generations grow their wealth for the benefit of future generations and, in many cases, charitable organizations.
• Identify and develop business opportunities across all of the Bank’s services and products, and expand the high-end individual client market.
• Build trusting relationships with clients.
• Structure complex credit requests.
• Interpret financial data using sophisticated analysis and submit credit and loan renewal applications.
• Manage a credit portfolio while strictly applying the Bank’s risk management standards.
• Help the Bank grow its portfolio share and increase profitability by providing clients with banking solutions tailored to their profile and goals.
• Rigorously apply processes and procedures to properly analyze client needs and develop an integrated and profitable financial strategy with them.
• Build client relationships based on trust.
• Guide clients accurately to achieve their financial planning goals.
• Be responsible for the sustainability of client relationships and ensure the profitability of their portfolios.
• Manage the client journey map in collaboration with the Investment Advisor, in alignment with the client profile
• Involve appropriate specialists and stakeholders in the relationship when needed to adequately meet client needs

Your team :

As part of the 1859 Corporate & Private Banking sector, you will report to the Vice President, 1859 Private Banking of Montreal region. Our team stands out for its industry and market expertise.

Prerequisite :

Languages : English, French

Reason to require this language : you will need to serve clients who speak a language other than French regularly.

Skills

Communication

Diversity & Inclusion

Driving Results

Emotional Intelligence

Teamwork

Accountability

Client-focused

Empathy

Initiative

Learning Agility

Resiliency

Humility

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.

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.

We're putting people first

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!