Deliver tailored recommendations to affluent clientele as an Associate Private Banker with Scotiabank in Barrie or Markham, Ontario. Build trust professionally.

This chance focuses on customer-centric engagement, relationship development, and retail solution recommendations. You will support clients through onboarding, identify expansion opportunities, and provide exceptional personal service. The position also involves understanding tax, estate, financial planning, and investment vehicles.

Key Responsibilities:

- Provide exceptional personal service to clients
- Identify client needs and recommend tailored solutions
- Engage affluent and influential clientele professionally
- Deepen existing client and prospect relationships
- Support retail and small business solutions

Requirements:

- Customer-centric approach and passion for client impact
- Ability to build trust through consultative engagement
- Poise and professionalism in business and social contexts
- Understanding of tax, estate, and financial planning
- Financial planning proficiency standard or Quebec ICB Diploma

Use consultative engagement, relationship development, and tailored financial recommendations to support Scotiabank Private Banking clients in Ontario.

📌 Associate Private Banker Wealth Services (Barrie)
🏢 Scotiabank
📍 Barrie