Private banking associate (Winnipeg)

Private banking associate (Winnipeg)

27 Sep
|
Banque Nationale du Canada
|
Winnipeg

27 Sep

Banque Nationale du Canada

Winnipeg

A career as a Banking Associate with Private Banking 1859 banking services at National Bank is an opportunity to offer wealth management services and advice to a discerning high-net-worth clientele. In this role. you will offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as specialized services to a select group of international clients.

Your role

Provide support to bankers or private bankers by ensuring administrative follow-up and customer service

Ensure client satisfaction and loyalty by developing personalized, trust-based relationships

Optimize interactions with clients and identify opportunities to recommend a multi-product offering that meets their needs

Open business and personal files and perform various transactions on behalf of clients

Ensure adherence to compliance and risk management rules

Analyze financial information and tax structures for the processing of financing applications

Ensure deadlines are met for multiple transactions

Establish and maintain effective communication with the various parties involved in the files

Your team: To serve distinctive clients in a market with strong potential, you’ll be part of a passionate team that is committed to going the extra mile. You will work closely with sector members and report to the Vice-President, Private Banking 1859.

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance,



and flexible leave that you can take when it's important to you.

Prerequisites

Completed college diploma or academic equivalent in a related field and three years of relevant experience

Completed the Investment Funds in Canada Course

Experience in personal and/or commercial credit

Knowledge of banking, investment, and financing products

Knowledge of Word and Excel

Outstanding sense of initiative and autonomy

Languages French

Skills Press space or enter keys to toggle section visibility

Communication Driving Results Teamwork Accountability Client-focused Empathy Initiative Humility 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

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

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?

Why work at National Bank? For an environment that supports your career path There are many diverse opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?

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📌 Private banking associate (Winnipeg)
🏢 Banque Nationale du Canada
📍 Winnipeg

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