Offer solutions and advice on all aspects of wealth management to high-net-worth and ultra-high-net-worth clients and their families. Leverage entrepreneurial desires to build and manage a client base. Identify and develop business opportunities for all Bank products and services and develop the HNW client segment. Build trust-based relationships with clients. Collaborate with credit experts to structure complex credit deals and work with the client throughout the process. Rigorously apply the Bank's risk management standards. Guide clients appropriately in achieving their financial objectives, leveraging our Financial Planning and Estate experts as needed. Help the Bank develop its share of wallet and increase profitability by providing banking solutions to clients based on their profile and goals. Ensure sustainability of client relationships and profitability of their portfolio. Engage and collaborate with other National Bank businesses as necessary to adequately meet client needs. Provide exemplary customer service and a client‑centric experience consistent with our nine values of wealth management services. Qualifications
Bachelor's degree in a related field and 10 years of relevant experience or a master's degree in a related field and 6 years of relevant experience, CFP or PFP designation (an asset). Knowledge of banking products and services in the Personal and Commercial Banking sectors. Outstanding customer service, sales, business development and negotiation skills. Excellent interpersonal skills and ability to build strong business relationships. Accessibility, friendliness, proactivity, client‑centric attitude, agility and responsibility. Leadership skills and ability to be autonomous, persevere, and work in a team. Advantages
Health and wellness program. 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 welcome all candidates! 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. Additional required languages: English
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📌 Senior Private Banker, (Calgary)
🏢 National Bank of Canada
📍 Calgary
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