Private Banking 1859 provides a boutique, red carpet experience to ultra-high net worth clients with personal banking and business needs as well as wealth management, estate and tax planning. We are looking for a professional candidate dedicated to the highest standards of customer service to join our team. Support the Private Bankers by providing various administrative as well as customer service tasks assigned by the manager.

Ensure customer satisfaction and loyalty by developing a personalized relationship that meets the needs of each client. Optimize customer interventions and identify sales opportunities. Open commercial and personal accounts and perform various transactions on behalf of clients.

Contribute to the efficiency of administrative and financial activities by rigorously monitoring client files. Identify all risks inherent to the Wealth Management sector's activities. Perform preliminary analysis, compilation, verification, and indexation of the financial information and tax structures required to process customer financing requests, in accordance with standards established by the credit center.

Ensure adherence to deadlines (loans, investments, interest income). Work independently in a dynamic work environment through strong administration, organizational, planning, and time management skills.

Private

Banking 1859 is part of National Bank of Canada - an award-winning employer, headquartered in Montreal with over 21,000 employees. This position reports to the Manager Customer Service, Private Banking 1859.





We offer a competitive compensation package, including salary, bonus, and vacation. Our team is made up of highly specialized professionals who are committed to mentorship, knowledge-sharing, and helping each other succeed. Completed three-year college diploma or academic equivalent, related to industry and three years of relevant experience.

Knowledge of banking, investment, and financial products. Knowledge of Microsoft 365. Strong communication skills and can connect, both verbally and in writing, with customers and related teams in a courteous, and effective manner.

Your benefitsIn addition to competitive compensation, you'll be eligible for a wide range of flexible perks to help promote your wellbeing and that of your family such as:

Health and wellness program, including many options Group insurance* Generous pension plan* Employee and Family Assistance Program* Preferential banking services* Opportunities to get involved in community initiatives* Telemedicine service* Virtual sleep clinicWe have an offer that keeps up with trends as well as your needs and those of your family. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged. Making a bold move in a people-first environmentWe're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.

Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments.

📌 Private Banking Associate, Private Banking 1859 (Calgary)
🏢 National Bank
📍 Calgary