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Senior Private Banker

  • Laval, QC, Canada

Full-time

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Job details

Job type
Full-time
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Posting language
English
Posted

Original job description


A career as a Senior Private Banker at National Bank means acting as a trusted expert in credit and financing solutions for high-net-worth clients. Working in partnership with National Bank Financial Wealth Advisors, you will support clients with complex financial and wealth management needs by delivering tailored financing strategies. Leveraging your credit expertise, business acumen, and ability to build strong relationships, you will help provide adistinctive experience to some of the Bank’s most sophisticated clients.


National Bank offers a wide range of financial services to individuals, businesses, and public sector organizations across Canada.


Your role


  • Develop and maintain trusted relationships with National Bank Financial Wealth Advisors, acting as their financing partner of choice.

  • Recommend and implement credit and financing solutions tailored to the complex needs of affluent, entrepreneurial, and high-net-worth clients.

  • Structure, analyze, and present sophisticated financing requests by leveraging your credit expertise, sound business judgment, and understanding of entrepreneurial realities.

  • Proactively develop your network of influence within National Bank Financial by participating in meetings, presentations, and business development activities.

  • Collaborate closely with the Bank's specialists to deliver an integrated client experience and provide solutions aligned with clients' financial and wealth objectives.

  • Contribute to the growth of the business by identifying new opportunities, building long-term relationships, and delivering high-value advisory support.

Your team


As part of the Commercial Banking and Private Banking 1859 sector, you will report to the Senior Manager for Laval, Laurentides, Lanaudière and North West of Quebec Region, and join a team of professionals recognized for their expertise in serving affluent and high-net-worth clients.


Based primarily in Laval, you will act as a key partner to National Bank Financial Wealth Advisors throughout the Laval, Laurentides and Lanaudiere region. You will serve the Laval, Saint-Jerome, Joliette, and Terrebonne markets, contributing to the growth of a rapidly expanding business by supporting advisors and their clients with their most complex financing needs.


Requirements


  • Bachelor's degree in a related field and ten (10) years of relevant experience, or a Master's degree in a related field and six (6) years of relevant experience.

  • Significant experience in financing, commercial credit, private banking, or serving entrepreneurial and high-net-worth clients.

  • Strong knowledge of banking products and services for both personal and commercial clients.

  • Excellent business development, negotiation, and relationship management skills.

  • Proven ability to influence, establish credibility, and develop a strong network of partners.

  • Strong sense of initiative, autonomy, agility, and client focus.

  • Outstanding interpersonal skills and the ability to work effectively with a wide variety of stakeholders.

  • Leadership, entrepreneurial mindset, and the ability to thrive in a dynamic environment
Languages: French
Required skills: Accountability, Client-focused, Communication, Emotional Intelligence, Learning Agility, Listening, Teamwork

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!
More about this job

Responsibilities

Build trusted partnerships with wealth advisors and provide tailored credit and financing solutions for affluent, entrepreneurial, and high-net-worth clients. Structure and present complex financing requests, collaborate with bank specialists, and grow the business through networking, opportunity identification, and long-term client relationships.

Requirements

Requires a bachelor's degree in a related field with 10 years of relevant experience, or a master's degree in a related field with six years of relevant experience. Candidates should have substantial financing or credit experience, strong knowledge of personal and commercial banking, and excellent business development, negotiation, relationship-building, and stakeholder skills; French is required.

Skills

  • Credit Analysis
  • Financing Solutions
  • Commercial Credit
  • Private Banking
  • Business Development
  • Negotiation
  • Relationship Management
  • Influencing
  • Communication
  • Emotional Intelligence
  • Active Listening
  • Client Focus
  • Teamwork
  • Accountability
  • Learning Agility
  • Leadership

Benefits

  • Health And Wellness Program
  • Flexible Group Insurance
  • Pension Plan
  • Employee Share Ownership Plan
  • Employee And Family Assistance Program
  • Preferential Banking Services
  • Community Initiatives
  • Telemedicine Service
  • Virtual Sleep Clinic

Visa sponsorship

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Categories

  • Finance & Accounting
  • Sales
  • Customer Service & Support

Keywords

  • Private Banking
  • Commercial Banking
  • High-Net-Worth Clients
  • Affluent Clients
  • Entrepreneurial Clients
  • Credit Expertise
  • Commercial Credit
  • Financing Solutions
  • Credit Structuring
  • Credit Analysis
  • Wealth Management
  • Personal Banking
  • Commercial Banking Products
  • Business Development
  • Negotiation
  • Relationship Management
  • Financial Advisory
  • Client Experience
  • Stakeholder Collaboration
  • French
  • Laval
  • Laurentides
  • Lanaudière

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