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Private Banker

Apply now Job ID 43631230256 Date posted 01/25/2023

Primary Locations: Brossard, Quebec

Attendance: Hybrid

Employee Status: Regular

Schedule: Full-time


Gestion privée 1859's mission is to offer wealth management services and advice to a distinctive and wealthy clientele. It is part of National Bank, which offers a wide range of financial services to individuals, businesses and governments across Canada, as well as specialized services to a select group of international clients.

In order to conquer this high-potential market, GP 1859 wishes to add a team of professionals, truly passionate people who are committed and ready to dedicate themselves to offering their distinctive clientele an unparalleled level of service. Redefining the relationship of proximity, the members of GP 1859 will stand out from the competition and everything that is currently offered on the market.

This position reports to the Regional Vice-President, Private Wealth Management 1859.

Your main challenges

  • Contribute to the growth of the Bank's portfolio shares and profitability by advising specifically identified clients on integrated financial solutions in line with their profile and meeting their needs.
  • Develop with the client a strategic action plan adapted to their situation and direct its implementation.
  • Be responsible for the sustainability and profitability of your client's relationship and portfolio.
  • Integrate into the relationship the appropriate specialists or stakeholders to adequately meet the client's needs.
  • Ensure efficient and profitable management of the portfolio of clients under your responsibility.
  • Be responsible for serving clients in the 1859 Private Wealth Management group under Wealth Management.
  • Interpret financial data in systems and submit applications for financing and credit renewal.
  • Negotiate the terms and conditions of authorized credits by ensuring that they meet the risk management standards and profitability criteria sought.


Competencies Required

  • Completed bachelor's degree, related to the industry, and 4 years of relevant experience or Completed master's degree, related to the business line, and 2 years of relevant experience
  • Having obtained or in the process of obtaining your IQPF designation is an asset.
  • Be a mutual fund representative (CER)
  • Experience in business development and customer service
  • Experience as a financial planner or financial advisor
  • Good knowledge of business banking products and services, required

Your benefits

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.

  • Health and wellness program, including many options
  • Flexible group insurance
  • Generous pension plan
  • Employee Share Ownership Plan
  • Employee and Family Assistance Program
  • Preferential banking services
  • Initiatives promoting community involvement
  • Telemedicine service
  • Virtual sleep clinic

These are a few of the benefits available to you. 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 actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first 

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 peoples' lives.

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

We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us.

We welcome all candidates! What can you bring to our team?

Ready to live your ambitions?

#LI-AB1

JobField: Wealth Management

Unposting Date: 2023-02-08

Job Number: ADV002CO

Posting Date: 2023-01-25

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