Job Description

Primary Locations: Brossard, Quebec

Attendance: Hybrid

Employee Status: Regular

Schedule: Full-time

Private Banking 1859 is dedicated to providing wealth management services and advice to a distinctive and wealthy clientele. It is part of the 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, PB 1859 wants to be joined by a team of professionals, committed and dedicated devotees to offer their distinctive customers an unmatched level of service. Redefining the proximity relationship, members of PB 1859 will stand out from the competition and from all that is currently available on the market.

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

Your main challenges:

• Support the Private Banker by providing administrative follow-up and value-added customer service
• 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 files and perform various transactions on behalf of clients
• Contribute to the efficiency of administrative and financial activities by rigorously monitoring client files
• The candidate needs to be able to identify all risks inherent to the Wealth Management sector\'s activities.

More specifically, you will have to:

• Provide clients with products or services that can meet their needs
• 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
• Write and/or verify letters of offer and guarantees (individual and business records)
• Ensure adherence to deadlines (loans, investments, interest income)
• Establish and maintain effective communication with the various stakeholders involved in the files
• Establish a relationship of trust with clients, in concert with the Private Banker

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer hybrid work (remote and in the office), work schedule arrangements to help you achieve work/life balance and flexible leave that you can take when it\xc3\xa2\xc2\x80\xc2\x99s important to you.

Competencies required:

• Completed three-year college diploma or academic equivalent, related to industry and three years of relevant experience
• Canadian Investment Funds course completed
• Experience in particular and/or commercial credit
• Knowledge of banking, investment and financial products
• Knowledge of Bank applications (FCC, TIP, Hyp., GB Fund, etc.)
• Knowledge of Word and Excel
• Propensity to provide exceptional customer service
• Demonstrate a good sense of initiative and a good level of autonomy
• Bilingualism (English and French) required, as you will frequently serve clients who speak a language other than French

Your benefits

In addition to competitive compensation, upon hiring you\xc3\xa2\xc2\x80\xc2\x99ll 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\xc3\xa2\xc2\x80\xc2\x99 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 offer a barrier-free workplace that is accessible to all employees.

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?

Particular Condition:In the event that the successful candidate does not have the required licenses, the candidate must commit to successfully completing the Canadian Investment Funds course within the first 12 months of hiring. The candidate needs to be able to identify all risks inherent to the sector\xc3\xa2\xc2\x80\xc2\x99s activities.

JobField: Wealth Management

Unposting Date: 2023-05-04

Job Number: SUP001N7

Posting Date: 2023-04-20

National Bank of Canada