Apply now

First seen by our source: 4 hours ago

Private Banker

@ National Bank Private Banking 1859

Montréal, Quebec

Full-time4+ years experience
Apply now
SIGNALS

Overview

National Bank Private Banking 1859 is hiring a full-time Private Banker to act as a credit professional and advise high-net-worth clients on financial planning. The work covers managing credit portfolios, business development with Commercial Banking, preparing financing and renewal applications, and advising clients alongside Wealth Advisors. The posting lists a competitive salary and a broad benefits package, and it says French is required.

Responsibilities:

  • Manage clients' credit portfolios
  • Advise high-net-worth clients on financial planning
  • Develop new client relationships with Commercial Banking
  • Analyze financial information and prepare credit applications
  • Provide tailored banking solutions

Requirements summary:

  • Bachelor's degree and four years of relevant experience, or Master's and two years
  • Financial Planner (FP) designation an asset
  • Solid knowledge of Personal and Commercial Banking products
  • Strong client service, business development and negotiation skills
  • Proven track record of building business relationships
  • French language
Source and dates

Source type not verified · apify-linkedin

Employer posting date
Not provided
First seen by our source
2026-11-14
Source record updated
2026-11-14

These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.

Job details

SeniorityMid level
DepartmentBusiness development
Experience4+ years
Hours per week40 (estimated)
Work settingOffice
PositionMostly sitting
Physical demandsphysical low · computer high
LanguagesFrench
Licences & certificationsFinancial Planner (FP)
EducationBachelor’s degree (required), Master’s degree (preferred)
Fields of studyrelated field
Perks mentionedFlexible hours, Retirement plan, Stock or equity, Wellness

Summary and details written by AI from the posting; the employer’s posting is the authority.

National Bank Private Banking 1859

FieldValue
Open jobs on Jobsy1
Job description

A career as a Private Banker with the Private Banking 1859 team at National Bank means acting as a credit professional and providing financial planning advice to a high-net-worth clientele. Through your relationship-building and business development skills, your experience managing a portfolio, and your knowledge of banking services, you have a direct impact on the client, employee, and user experience, as well as on profitability and client acquisition.

Your role :

  • Build strong, long-lasting relationships with clients and manage their credit portfolios.
  • Act as a trusted strategic advisor by identifying business opportunities and recommending solutions that align with clients’ financial objectives.
  • Develop new client relationships by being actively involved in your market and working closely with Commercial Banking colleagues on business development initiatives.
  • Deliver credit solutions and wealth management advice to high-net-worth clients and their families, in close collaboration with Wealth Advisors.
  • Analyze financial information using advanced financial analysis techniques and prepare financing and credit renewal applications.
  • Contribute to the Bank’s growth and profitability by providing tailored banking solutions based on clients’ profiles and objectives.

Your team:

Within the Commercial Banking & Private Banking 1859 sector, you will be part of a team of experienced professionals and report to the Senior Director, Private Banking 1859. Our team stands out for its wealth management expertise, service excellence, commitment to delivering an outstanding client and employee experience, collaborative culture, and positive work environment.

We promote a variety of continuous learning opportunities to support your professional development, including hands-on learning, access to training resources, and close collaboration with colleagues from diverse backgrounds and areas of expertise.

Requirements :

  • Bachelor’s degree in a related field and four (4) years of relevant experience, or a completed Master’s degree and two (2) years of relevant experience.
  • Financial Planner (FP) designation is considered an asset.
  • Solid knowledge of banking products and services in both Personal and Commercial Banking.
  • Outstanding client service, business development, and negotiation skills.
  • Strong interpersonal abilities and a proven track record of building strong business relationships.

Languages:

French

Skills

Communication

Emotional Intelligence

Teamwork

Accountability

Client-focused

Learning Agility

Listening

Your benefits

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

* 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

* Involvement in community initiatives

* Telemedicine service

* Virtual sleep clinic

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 value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

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 people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

  • Join us!

Similar jobs

  • Private Banker

    Montréal, QC
    Full Time

    NATIONAL BANK OF CANADA

    6+ YOECandidates need a bachelor's degree in business or a related field and six years of banking experience, especially in credit and small business, or a master's plus four years. They need strong business development, relationship-building skills, and the ability to work independently.

    Sales, Relationship building, Communication skills, Teamwork

    Private Banker

    Moncton, NB
    Full Time

    NATIONAL BANK OF CANADA

    4+ YOECandidates need a bachelor's degree and four years of relevant experience, or a master's degree and two years. Strong knowledge of personal and commercial banking products, client service, business development and negotiation skills are required.

  • Private Banker

    Calgary, AB
    Full Time

    Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.

    Stock listing: TSX:RY · NYSE:RY · Source checked: 2026-11-02

    5+ YOERoyal Bank of Canada needs candidates with at least 5 years in a client advice role, credit and financial planning knowledge and a proven sales record. The must-have credentials are the IFIC designation, a financial planning designation (PFP or CFP) and a Mutual Fund Dealer Dealing Representative licence.

    Cash handling, Client relationship management, Financial planning, Sales, Work independently, CFA

    Private Banker

    Calgary, AB
    Full Time

    Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.

    Stock listing: TSX:RY · NYSE:RY · Source checked: 2026-11-02

    5+ YOERoyal Bank of Canada needs candidates with at least 5 years in a client advice role, credit and financial planning knowledge and a proven sales record. The must-have credentials are the IFIC designation, a financial planning designation (PFP or CFP) and a Mutual Fund Dealer Dealing Representative licence.

    Cash handling, Client relationship management, Financial planning, Sales, Work independently, CFA

  • Private Banker II

    Halifax, NS +1
    On-siteFull Time

    The Toronto-Dominion Bank (Canada)

    3+ YOECandidates need at least 3 years of banking and credit experience, plus advanced credit analysis skills. A Canadian Securities Course or IFIC credential is required, and a willingness to complete the PFP or CFP within 36 months is expected.

    Onboarding, Banking activities, Underwriting, Sales, Risk management, CSC

  • Private Banker

    Vancouver, BC

    Scotiabank

    5+ YOECandidates need at least 5 years of commercial or private banking lending experience and an established network of high net worth clients. A university degree such as a BCom, MBA or CFA, plus industry courses such as CSC, PFP or CFP, is expected.

    Sales, Documentation, Securities, Financial planning, Coaching, Risk management

    Private Banker

    Calgary, AB

    Scotiabank

    5+ YOECandidates need at least 5 years of commercial or private banking lending experience and an established network of high net worth clients. A university degree such as a BCom, MBA or CFA is required, plus industry courses such as CSC, PFP or CFP.

    Sales, Documentation, Securities, Financial planning, Coaching, Risk management

    Private Banker

    Toronto, ON

    Scotiabank

    5+ YOECandidates need at least 5 years of commercial or private banking lending experience and an established network of high net worth clients. Strong leadership, networking and business development skills are essential, along with a university degree such as a BCom, MBA or CFA.

    Sales, Documentation, Securities, Financial planning, Coaching, Risk management

Locations & environments

Locations

All of CanadaRemote · Hybrid · On-site · Field

Pro tip: add remote jobs to widen your search.

Exclude locations

Workplace type

Company jobs in these results

These are this company’s jobs loaded in your current search. The company may have more openings.