Senior Private Banker

Attendance

Hybrid

Job number

33900

Category

Senior Professional

Status: Permanent

Type of Contract

Permanent

Schedule: Full-Time

Full Time / Part Time?

Full-Time

Posting date

08-Jul-2026

Area(s) of interest: Advisory services, Commercial banking

Location(s): Montreal

A career as a Senior private Banker at National Bank means acting as a credit expert for wealthy clients.

National Bank offers a wide range of financial services to individuals, businesses and Canadian governments.

The Senior private Banker – private Banking 1859 is located in the Montreal region.

Your job:

Build a relationship of trust with National Bank Financial's wealth management advisors and their wealthy clients
Recommend and implement strategic financing solutions tailored to the needs of wealthy clients of National Bank Financial wealth Management Advisors
Identify and develop business opportunities for all the services and products offered by the Bank and develop the market for high-end personal clients of National Bank Financial wealth Management Advisors
Manage the client journey map in collaboration with the wealth Management Advisor at National Bank Financial, in line with the type of client base and guide clients appropriately to achieve their financial objectives
Provide the financial expertise and framework needed to help current generations grow their wealth for the benefit of future generations and, in many cases, charitable organisations
Structure complex credit applications
Interpret financial data using sophisticated analysis and submit financing and credit renewal applications
Manage a credit portfolio by rigourously applying the Bank's risk management standards
Help the Bank grow its share of wallet and increase profitability by providing banking solutions to clients based on their profile and objectives
Rigorously apply processes and procedures to properly analyse clients' needs and develop an integrated and profitable financial strategy with them
Be responsible for the sustainability of the relationship with clients and ensure the profitability of their portfolio
If necessary, involve the appropriate specialists and parties in the relationship in order to adequately meet clients' needs

Your team:

You will report to the Senior Manager – Montreal region in commercial Banking and private Banking 1859. Our team stands out for its expertise in the field and in the market.

Prerequisites:

Bachelor's degree in a related field and ten (10) years of relevant experience, or master's degree in a related field and six (6) years of relevant experience
Knowledge of banking products and services in the Personal and commercial Banking sectors
Outstanding customer service, business development and negotiation skills
Excellent interpersonal skills and ability to build strong business relationships
Accessibility, user-friendliness, proactivity, client-centric attitude, agility and accountability
Leadership skills and ability to be autonomous, persevere and work

Languages:

English, French

Reason to require this language: you will need to discuss frequently with our service providers or partners who speak a language other than French.

Skills

Client Relations Communication Customer Service Emotional Intelligence Funding Needs Analysis Refinance Risk Management Teamwork Accountability Client-focused Learning Agility Active collaboration 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!

Apply

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?