Back to jobsThorough knowledge of Retail Bank products, systems and services as well as a detailed understanding of commercial and retail credit principles
A good understanding of tax, estate and financial planning and investment vehicles
Ability to identify client needs and provide tailored recommendations
Customer centricity & passion to make a significant impact on the lives of our customers and our communities
Ability to engage comfortably with affluent and influential clientele in both a business and social context, demonstrating an ability to display a high degree of poise and professionalism at all times
University or community college degree
Willingness to go above & beyond and exceed customers expectations
Consultative customer engagement style with the ability to build trust
Ability to balance multiple and often conflicting priorities
Desire to work in a dynamic fast paced environment
Achievement of the financial planning proficiency standard in the province in which you work, unless working in Quebec. Associate Private Banker working in Quebec is required to have completed the ICB Diploma in Personal Finance.
