Senior Private Banker

Role overview

Your role

• Develop trusted relationships with wealth advisors as their financing partner of choice.
• Recommend and implement tailored credit and financing solutions.
• Structure, analyze, and present sophisticated financing requests.
• Build an internal network through meetings, presentations, and business development.
• Collaborate with bank specialists to deliver integrated client solutions.
• Identify opportunities and build long-term relationships to grow the business.
• Support advisors and clients across Laval, Laurentides, and Lanaudière, including Laval, Saint-Jérôme, Joliette, and Terrebonne.

Requirements

• Bachelor's degree in a related field plus 10 years of relevant experience, or master's degree in a related field plus 6 years.
• Significant experience in financing, commercial credit, private banking, or serving entrepreneurial and high-net-worth clients.
• Strong knowledge of personal and commercial banking products and services.
• Excellent business development, negotiation, and relationship management skills.
• Ability to influence, establish credibility, and develop a strong partner network.
• Initiative, autonomy, agility, client focus, strong interpersonal skills, and leadership.
• French is an additional required language.

Benefits

• Flexible health and wellness options, group insurance, and a pension plan.
• Employee share ownership, employee and family assistance, preferential banking, community initiatives, telemedicine, and a virtual sleep clinic.

Workplace

• Attendance is hybrid.
• The role is based primarily in Laval and serves nearby regional markets.