Richmond, Bc Private banking associate, private banking 1859 Jobs – 15 Openings This Week

Private Banking Associate, Private Banking 1859
National Bank of Canada —Vancouver, BC
- Full-time
- Hybrid work
- English
- Communication skills
- Time management
- Wellness program
- Employee assistance program
1d
Customer Experience Associate - Burnaby Main Branch, Burnaby BC (15hrs/week)
Scotiabank —Burnaby, BC
- Part-time
- Sales
- Customer service
7d
Customer Experience Associate - Oakridge Centre Branch, Vancouver, BC (30 Hours/Week)
Scotiabank —Vancouver, BC
- Sales
- Customer service
5d
Summit Readiness Associate, Commercial Development Programs (Global Transaction Banking ) Vancouver
Scotiabank —Vancouver, BC
- Full-time
- Finance
- Business development
- Business
Credit Specialist
Royal Bank of Canada —Vancouver, BC
- Full-time
- Sales
- Finance
- Bachelor's
11d
Private Banking Associate
CIBC —Vancouver, BC
- Full-time
- In-person
- Communication skills
17h
Wealth Concierge
Royal Bank of Canada —Vancouver, BC
- $50,000–$80,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Associate Director, Commercial Banking (Corporate Finance Group)
BMO Financial Group —Vancouver, BC
- $69,000–$129,000 a year
- Full-time
- Microsoft Office
- Finance
- Business development
- Tuition reimbursement
- Life insurance
18h
Investment Banking Associate - Public Private Partnership Transaction Advisory
Agentis Capital Advisors —Vancouver, BC
- Immediate opening
Manager, Financing Solutions
National Bank of Canada —Vancouver, BC
- Full-time
- Hybrid work
- English
- Master's degree
- Business development
- Wellness program
- Employee assistance program
Senior Director
National Bank of Canada —Vancouver, BC
- Full-time
- Sales
- English
- Master's degree
- Wellness program
- Employee assistance program
Associate Private Banker, Vancouver (Mandarin/English Speaking)
Scotiabank —Vancouver, BC
- English
2d

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Private Banking Associate, Private Banking 1859

National Bank of Canada -
Vancouver, BC

Apply Now

Job details

Full-time
1 day ago

Qualifications

French
Investment
English
College diploma
Communication skills
Time management

Full job description

Attendance: On-Site

Employment Category: Professional

Type of Contract: Permanent

Private Banking 1859 provides a boutique, red carpet experience to ultra-high net worth clients with personal banking and business needs as well as wealth management, estate and tax planning.

We are looking for a professional candidate dedicated to the highest standards of customer service to join our team.

Your Role

Support the Private Bankers by providing various administrative as well as customer service tasks assigned by the manager.
Ensure customer satisfaction and loyalty by developing a personalized relationship that meets the needs of each client.
Optimize customer interventions and identify sales opportunities.
Open commercial and personal accounts and perform various transactions on behalf of clients.
Contribute to the efficiency of administrative and financial activities by rigorously monitoring client files.
Actively participate in bringing operational efficiency and necessary improvement to processes.
Identify all risks inherent to the Wealth Management sector's activities.
Provide clients with products or services that can meet their needs.
Perform preliminary analysis, compilation, verification, and indexation of the financial information and tax structures required to process customer financing requests, in accordance with standards established by the credit center.
Ensure adherence to deadlines (loans, investments, interest income).
Establish and maintain effective communication with the various stakeholders involved in the files.
Work closely with affluent and influential clientele while displaying a high degree of poise and professionalism.
Work independently in a dynamic work environment through strong administration, organizational, planning, and time management skills.

Your Team:

Private Banking 1859 is part of National Bank of Canada – an award-winning employer, headquartered in Montreal with over 21,000 employees. This position reports to the Manager Customer Service, Private Banking 1859.

We offer a competitive compensation package, including salary, bonus, and vacation, along with a modern office located in the heart of Vancouver’s luxury corridor on Alberni Street. Our employees benefit from a range of health and wellness initiatives, including telemedicine, a hybrid work model, and fitness reimbursement.

You’ll be part of an inclusive and collaborative environment where contributions are recognized and career growth is actively supported. Our team is made up of highly specialized professionals who are committed to mentorship, knowledge-sharing, and helping each other succeed.

Prerequisites:

Completed three-year college diploma or academic equivalent, related to industry and three years of relevant experience.
Knowledge of banking, investment, and financial products.
Knowledge of Microsoft 365.
Exceptional attention to detail.
Dynamic interpersonal skills with a can-do attitude to exercise initiative and handle several tasks and changing priorities.
Strong communication skills and can connect, both verbally and in writing, with customers and related teams in a courteous, and effective manner.
French language is an asset.

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!

Additional required languages: English

Skills: Communication, Driving Results, Teamwork, Accountability, Client-focused, Empathy, Initiative, Humility

Apply Now

Refine Your Search

private banking associate, private banking 1859 jobs in richmond, bc

Private Banking Associate, Private Banking 1859

Customer Experience Associate - Burnaby Main Branch, Burnaby BC (15hrs/week)

Customer Experience Associate - Oakridge Centre Branch, Vancouver, BC (30 Hours/Week)

Summit Readiness Associate, Commercial Development Programs (Global Transaction Banking ) Vancouver

Credit Specialist

Private Banking Associate

Wealth Concierge

Associate Director, Commercial Banking (Corporate Finance Group)

Investment Banking Associate - Public Private Partnership Transaction Advisory

Manager, Financing Solutions

Senior Director

Associate Private Banker, Vancouver (Mandarin/English Speaking)

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