Join National Bank as a Private Banker, focusing on financial planning and credit for high-net-worth clients in Southwestern Ontario. Drive client success through exceptional relationship management and wealth strategies.
As part of the reputable Private Banking 1859 team, your expertise will empower clients to manage and grow their wealth, benefiting future generations and philanthropic efforts. This senior role requires an in-depth analysis of clients' financial needs and creating sustainable strategies for long-term success, rooted in exemplary service.
Key Responsibilities:
• Advise on wealth management tailored to client needs
• Structure credit requests using SAP technology
• Ensure compliance with risk management and profitability criteria




• Cultivate robust client relationships built on trust
• Involve specialists to optimize client strategies
Requirements:
• Bachelor’s degree with 5 years or Master’s with 3 years of relevant experience
• Require CFP or PFP designation
• Knowledge of financing and banking products/services
• Solid skills in customer service and negotiations
• Ability to build effective relationships with clients
Become a trusted financial expert, enhancing client portfolios in the National Bank Private Banking team.
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📌 National Bank Private Banker Position Kitchener
🏢 National Bank of Canada
📍 Kitchener