Job Description
What is the opportunity?
A key member of the client relationship team, the Private Banking Advisor is responsible for providing support, service, and advice to high net worth Private Banking clients through day‑to‑day interactions. You will support the team by delivering tailored advice and solutions to clients, enabling clients to digitally self‑serve, assisting in the acquisition of new high net worth households, and deepening existing long‑term relationships.
What will you do?
- Deliver a high‑end client experience and day‑to‑day banking advice to high net worth Canadians following all five principles of the Black Card Experience.
- Contribute to business development by creating ideas in weekly planning/strategy sessions with follow‑up and execution of planned activities.
- Conduct comprehensive banking reviews with all new households and with existing clients as appropriate.
- After proper dis...