Onboarding and managing relationships with HNW and UHNW clients
Conducting in-depth discovery sessions to understand clients' financial goals
Performing banking activities, transactions, and high complexity credit solutions
Conducting proactive client follow-ups to ensure expectations are met
Promoting the full suite of products and services
Analyzing credit and underwriting requests as per guidelines
Contributing to business objectives by attracting, acquiring, and retaining customers
Requirements Post-Secondary or Undergraduate degree, preferred
Minimum 3+ years of experience in providing banking and credit services
Completion of the Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC)
Willingness to complete the Personal Financial Planner (PFP) or Certified Financial Planner (CFP) designation within 36 months from start date
Advanced understanding of a range of products and services, processes, procedures, and systems
Advanced credit analysis experience and acumen to provide clients with appropriate advice
Core Competencies Demonstrates expertise in onboarding and managing relationships with High Net Worth (HNW)



and Ultra High Net Worth (UHNW) clients, with a solid focus on advanced credit analysis and financial planning. Proficient in conducting discovery sessions to align financial goals with appropriate banking and credit solutions.
Highest-signal resume keywords Advanced Credit Analysis
Client Relationship Management
Banking Services Experience
Canadian Securities Course (CSC)
Personal Financial Planner (PFP) Designation
ATS Optimization Keywords Hard Skills Credit Analysis
Banking Activities
Financial Goal Assessment
Underwriting Requests
Transaction Management
Soft Skills Proactive Client Follow-Up
Communication Skills
Customer Retention
Certifications & Qualifications Canadian Securities Course (CSC)
Investment Funds in Canada (IFIC)
Personal Financial Planner (PFP)
Certified Financial Planner (CFP)
Industry Keywords High Net Worth (HNW)
Ultra High Net Worth (UHNW)
Financial Products
Credit Solutions
Business Objectives

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📌 Private Banker, Level II (Nova Scotia)
🏢 Jobtailor
📍 Nova Scotia