•  Are you interested in offering advisory services to high-net-worth (HNW) clients?
• Is a culture of a strong client and employee experience important to you? 

The Senior Private Banker, Private Banking 1859 reports to the Regional Vice-President, Private Banking 1859.

This position is located in Calgary

National Bank offers a comprehensive range of financial services to individuals, corporations and government agencies across Canada, as well as specialized services to a select group of international clients. 

Your main focus: 

• Offer solutions and advice on all aspects of wealth management to HNW clients and their families.
• Leverage your entrepreneurial desires to build and manage a client base.
• More specifically, you will be required to:
• Identify and develop business opportunities for all Bank products and services and develop the HNW client segment
• Build trust-based relationships with clients
• Collaborate with our credit experts to structure complex credit deals and work with the client throughout the process
• Rigorously apply the Bank's risk management standards
• Guide clients appropriately in achieving their financial objectives, leverage our Financial Planning and Estate experts as needed
• Help the Bank develop its share of wallet and increase its profitability by providing banking solutions to clients based on their profile and goals
• Ensure the sustainability of client relationships and the profitability of their portfolio
• If necessary, engage and collaborate with other National Bank businesses to adequately meet client needs
• Provide exemplary customer service and a client-centric experience that's consistent with our nine values of wealth management services
• The incumbent must be able to identify the risks inherent to Wealth Management sector activities.

• Bachelor's degree in a related field and 10 years of relevant experience or a master's degree in a related field and 6 years of relevant experience, CFP or PFP designation (an asset)
• Knowledge of banking products and services in the Personal and Commercial Banking sectors
• Outstanding customer service, sales, business development and negotiation skills
• Excellent interpersonal skills and ability to build strong business relationships
• Accessibility, friendliness, proactivity, client-centric attitude, agility and responsibility
• Leadership skills and ability to be autonomous, persevere and work in a team
• Excellent oral and written communication skills in English
• English spoken and written required, French is an asset

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.  

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.