Roles & Responsibilities

• Closely work and support the Senior Private Banker/Vice President 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
• Actively participate in bringing operational efficiency and necessary improvement to processes
• identify all risks inherent to the Wealth Management sector's activities

In addition:

• 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
• Ensure adherence to deadlines (loans, investments, interest income)
• Establish and maintain effective communication with the various stakeholders involved in the files
• Ability to work closely with affluent and influential clientele while displaying a high degree of poise and professionalism
• Ability to work independently in a dynamic work environment through strong administration, organizational, planning, and time management skills

Requirements:

• 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
• Exceptional attention to details
• A dynamic, diligent, and effective person with a can-do attitude to exercise initiative and handle several tasks and changing priorities
• A strong communicator who can effectively connect, both verbally and in writing, with customers and related teams in a courteous, and effective manner
• French language is an asset

What we offer:

• Competitive compensation
• A beautiful office located in the heart of the luxury corridor of the Alberni Street
• Management that supports your work and progression
• An inclusive and collaborative working environment, where everyone’s contribution is recognized and rewarded
• A growing team of highly specialized professionals in the industry, ready to provide mentorship

Your benefits

Upon hiring, you will be eligible for a wide range of benefits. In addition to competitive compensation, we offer attractive benefits for you and your family:

• Health and wellness program, including many benefits
• Flexible group insurance
• Defined benefit pension plan
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferred banking services
• Volunteer program
• Telemedicine
• Virtual sleep clinic

These are just a few of the many benefits we offer. We've rolled out a number of additional measures to ensure your health, safety and wellbeing during the pandemic.