Talent.com
National Bank
Relational Private BankerNational Bank • Toronto, Canada
No longer accepting applications
Relational Private Banker

Relational Private Banker

National Bank • Toronto, Canada
14 days ago
Job type
  • Full-time
Job description
A career as a Private Relationship Banker at National Bank means acting as an expert for a wealthy clientele. Your job: • Identify and develop business opportunities for all services and products offered by the Bank and develop the high-end individual client market. • In collaboration with other team members, manage a client portfolio by rigorously applying the Bank's risk management standards. • Build a trusting relationship with clients. • Guide clients appropriately to achieve their financial goals. • Offer exemplary service to clients and provide them with a client-centered experience that aligns with the nine values of our wealth management service. • Help the Bank grow its portfolio share and increase its profitability by providing banking solutions to clients based on their profile and objectives. • Collaborate to ensure the sustainability of the relationship with clients and ensure the profitability of their portfolio. • When necessary, involve appropriate specialists and parties in the relationship to adequately meet clients' needs. • Interpret financial data using sophisticated analysis and submit financing and credit renewal requests. • Negotiate terms for files that comply with risk management standards and profitability criteria. • Establish constant communication and meticulous follow-up with Business Service account managers and Senior Investment Advisors of Private Management 1859 to identify their needs and provide solutions to maximize business development opportunities with their clients. • Identify inherent risks in Wealth Management sector activities. Your team: Within the Business & Private Management 1859 sector, you report to the Vice President of Private Management 1859. Our team stands out for its expertise in the field and the market. Prerequisites: • Bachelor's degree related to the sector and four years of relevant experience OR Master's degree related to the sector and two years of relevant experience OR University certificate/first cycle PUB and six years of relevant experience. • Be a mutual fund representative (REC). • Experience in sales and customer service. • Experience as a Personal Finance Advisor. • Knowledge of banking products and services. • Impeccable customer service, business development, and negotiation skills. • Excellent interpersonal skills and ability to build strong business relationships. • Accessibility, friendliness, proactivity, client-centered attitude, agility, and responsibility.

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!
Create a job alert for this search

Relational Private Banker • Toronto, Canada

Similar jobs

Client Relationship Manager- Banking & FS

CognizantToronto, ON, CA
Full-time

Client Relationship Managers are key contributors to commercial side of Cognizant IT and Consulting Business.They support the Client Partner and act as business owners for assigned accounts, leadin... Show more

 • Promoted

Senior relationship manager, commercial banking (diversified industries)

BMO Financial GroupToronto
Part-time

Date limite pour présenter sa candidature : 03/26/2026.Adresse : 100 King Street West.Groupe de famille d'emploi : Ventes et service, Grandes entreprises.Corporate Finance Team Overview.The Corpora... Show more

 • Promoted

Remote Private Equity Relationship Manager

Skyline Group of CompaniesToronto, ON, CA
Remote
Full-time

A leading investment firm is seeking an experienced Relationship Manager who excels in high-net-worth sales.This remote role focuses on fostering trusted relationships with accredited investors acr... Show more

 • Promoted

Associate, Relationship Manager

Canaccord Genuity Group Inc.Toronto, ON, CA
Permanent

Canaccord Genuity (CG) is a leading independent full‑service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets.CG ... Show more

 • Promoted

Relationship Manager III - C&IB

PNCToronto, ON, CA
Full-time

Relationship Manager III within PNC's Canada Branch in Corporate Banking Equipment Finance organization, based in Toronto, Canada.Equipment Finance Experience Preferred.This position will reside in... Show more

 • Promoted

Personal Banker

BMOAurora, York Region, CA
Full-time

Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers.Work... Show more

 • Promoted

Broker Relationship Manager - Remote Position

Merchant GrowthToronto, ON, CA
Remote
Full-time

Become a pivotal Broker Relationship Manager at Merchant Growth, a leader in Canada’s fintech scene.Work remotely while fueling the ambitions of small business owners through broker partnerships.Th... Show more

 • Promoted

Broker Relationship Manager (BRM)

Merchant GrowthToronto, ON, CA
Full-time

Merchant Growth is Canada's leading fintech for small business financing and one of the country's most recognized growth stories, celebrated by The Globe and Mail's Top Growing Companies and BC Fin... Show more

 • Promoted

Senior Private Banker - Wealth Growth & Credit Solutions

Scotia Wealth ManagementToronto
Full-time

A premier financial services organization is seeking a Wealth Management professional in Toronto to enhance and manage client relationships.The role requires a minimum of 5 years of experience in l... Show more

 • Promoted

Senior Private Banking Consultant

DesjardinsToronto, ON, CA
Full-time

Lead high-net-worth banking as a senior private banker.Foster valuable client relationships while offering tailored financial solutions, addressing comprehensive banking and investment needs.Your r... Show more

 • Promoted

Global Commercial Banking - Sr. Relationship Manager

Bank of AmericaToronto, ON, CA
Full-time

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Responsible Growth and delivering for our clien... Show more

 • Promoted

Private Client Acquisition Partner

Soul MatchmakingToronto, ON, CA
Full-time

Soul Matchmaking is a private, boutique matchmaking firm that works with accomplished, intentional singles seeking meaningful partnerships.We are expanding and looking for a Private Client Acquisit... Show more

 • Promoted

Relationship Manager in Private Equity Sales

Skyline Group of CompaniesToronto, ON, CA
Full-time

Drive growth as a Relationship Manager focusing on private equity sales.Engage with accredited investors and help them access exclusive investment strategies in a fully remote capacity.In this role... Show more

 • Promoted

Private Wealth Associate — Client Relations & Support

CI Financial Corp.Toronto, ON, CA
Full-time

A leading financial services company in Toronto seeks an Associate to support the Senior Principals in managing client relationships.The role requires 1-3 years in the financial services industry, ... Show more

 • Promoted

Private Banker

DesjardinsToronto, ON, CA
Full-time

As a private banker, you act as a professional advisor providing a superior member/client experience to Desjardins Wealth Management's high-net-worth households by meeting their financing, cash man... Show more

 • Promoted

Private Banker

RBCToronto, Ontario, Canada
Full-time

We are currently seeking a Private Banker to join our team in the Toronto Region.You will be an accredited professional delivering the Black Card Experience to very high net worth Canadians, focuse... Show more

 • Promoted

Client-Focused Relationship Manager

PNCToronto, ON, CA
Full-time

Engage in dynamic client relationships as a Client-Focused Relationship Manager in equipment finance.Enhance sales and mitigate risks while providing valuable insights to clients.You will be respon... Show more

 • Promoted

Relationship Manager, Private Equity

Skyline Group of CompaniesToronto, ON, CA
Full-time

Ready to take your success to the next level—with a firm that shares your drive? At Skyline, we’re looking for a standout Relationship Manager who's already thriving in high-net-worth sales—and now... Show more

 • Promoted

Senior Private Wealth Banking Leader

Roth Capital PartnersToronto, ON, CA
Full-time

A financial services firm in Toronto seeks an experienced banker to enhance Wealth Management client relationships.Your role involves building and managing a portfolio of high-net-worth clients, de... Show more

 • Promoted

Ontario - Commercial Banker / Relationship Manager

Robertson & Company Ltd.Toronto, ON, CA
Full-time

Senior Account Manager, Commercial Financing – Defence Sector.Our client is a well‑established, government‑backed financial institution focused on supporting the growth of small and medium‑sized bu... Show more