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Purpose

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

As a leader of an Associate Private Banking team the incumbent contributes to the Private Banking's success through leading the delivery of sound advice and administration of the Private Banking team's assigned book of business. The incumbent ensures the team of Associates delivers exceptional personal service and leads the overall day-to-day management of retail, small business, and custom Private Banking solutions. In addition, the incumbent is accountable for coaching and employee development, overseeing compliance standards and resource management within the assigned team and liaising with Private Banking Head Office on updates, enhancements and training. As a Senior Associate Private Banker, the incumbent will work closely with the Team Lead and provide direction to team members in a manner consistent with the overall Private Banking strategy.

Is this role right for you? In this role you will:

- Demonstrating a passion for engaging with affluent and influential clients, delivering exceptional client experiences, and making a significant impact in the lives of our clients
- Developing a full knowledge and understanding of Bank products, services, processes, and policies
- Maintaining an acute focus on responding quickly and resourcefully to client requests with professionalism, ensuring first time right approach and acting with a sense of urgency
- Creating a team environment by supporting and providing effective backup management in the absence of the Private Banker
- Monitoring recorded customer concerns and resolving escalated concerns and issues





Providing leadership in the onboarding and management of client relationships, providing a full range of customized financial solutions by ensuring Associate Private Bankers:

- Accompany Private Bankers on client meetings and calls as required
- Understand the client’s financial goals and preferences, analyze and anticipate their needs and recommend appropriate solutions
- Provide end-to-end ownership over advice-based solutions including account opening, investments, credit cards, lines of credits and mortgages
- Identify opportunities to expand existing relationships and make referrals to Scotia Wealth Management partners in response to changes in the client’s needs or preferences

Support the Private Banking team's designated portfolio of less complex credits by:

- Developing a thorough knowledge and understanding of commercial and retail credit principles
- Leading team members in the thorough evaluation of the client’s borrowing needs and strategies, income sources and capacity to formulate a succinct credit proposal for adjudicationExercising sound judgement and financial analysis when granting loans within authorized limits
- Leading the administration of Total Wealth product solutions including Online Loans and Private Banking Overdraft Facilities




- Looking for opportunities to enhance the client relationship with credit when needs arise from life changes
- Monitoring financial status and proactively identifying unfavourable trends, escalating as required

Inspire, lead, and develop a diverse service team by:

- Embracing and championing change management initiatives across your team and all branch employees by ensuring transparent communication and providing support
- Coordinating peer-to-peer support for new employees within your team and across Private Banking branches
- Providing regular coaching, feedback, direction and support of direct reports and peers
- Recognizing and rewarding success, informing and supporting individual development plans, and managing non-performance
- In collaboration with Private Banking Head Office, planning and leading monthly team skills development sessions while facilitating the sharing of best practices
- Managing workload and vacation coverage for team to ensure a consistent client experience
- Resolving issues/negotiating compromises between team members
- Ensuring team members have a clear understanding of financial and non-financial goals

Lead the administration and compliance functions for assigned team, overseeing the implementation and sustainment of bank policies, procedures and special initiatives to minimize the Bank's exposure to risk by:

- Ensuring accurate and timely completion of daily and periodic monitoring activities including Automated Control System, Worklist Management Exceptions, Work Hub, Digital Courier, and Accounting Support Package reviews
- Executing duties as Branch Compliance Officer (BCO) for the sale of Mutual funds,

📌 Manager, Associate Private Bankers (Edmonton)
🏢 Scotiabank
📍 Edmonton