Join to apply for the Private Banker role at BMO Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank’s risk tolerance. Makes credit decisions/recommendations in accordance with sound credit-granting principles and in compliance with Bank policy & procedures.

Manages the retention and expansion of client relationships through a contact strategy and an ongoing review of the client’s banking needs. Applies relationship management principles and techniques to an assigned portfolio of clients providing a value-added client experience. Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients.

Breaks down strategic problems, analyzes data and information to provide insights and recommendations. Monitors and tracks performance and addresses any issues; ensures high quality of information obtained to support decisions. Contributes to the portfolio’s profitability through expense control and profitable pricing practices for products and services; Provides integrated and customized advice, helping clients achieve their financial and personal goals using a consultative approach.

Applies financial planning skills and concepts against each client’s personal and financial situation. Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities. Maintains up-to-date knowledge of all banking products, processes,



and relevant regulatory and technology requirements. responds to questions and resolves issues raised through audits, quality checks and reviews.

Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed in accordance with guidelines. Documents and follows up on any discrepancies to procedures or operational risks and escalates per guidelines. Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.

Credit qualifications and knowledge according to the standards established within the credit qualification process, policies, and procedures. Basic knowledge of Personal and Commercial credit and non-credit products. Technical proficiency gained through education and/or business experience. data driven decision making – in-depth.

Salaries for part-time roles will be pro-rated based on number of hours regularly worked. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

It calls on us to create lasting, positive change for our customers, our communities and our people. We’ll support you with the tools and resources you need to reach current milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

Senior ity level ~ Full-time Finance and Sales #

📌 PRIVATE BANKER (full-time) (Vancouver)
🏢 BMO
📍 Vancouver