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Associate Private Banker Jobs in Quebec (NOW HIRING)

Scotiabank

... private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and ...

Societe Generale

IT Auditor

Montreal, QC · On-site

French Retail Banking, Private Banking & Insurance, comprises the core of retail banking, private ... The Associate is expected to have a high degree of independence and autonomy and participates to ...

Societe Generale

IT Auditor

Montreal, QC

French Retail Banking, Private Banking & Insurance, comprises the core of retail banking, private ... The Associate is expected to have a high degree of independence and autonomy and participates to ...

National Bank

Senior Clerk

Montreal, QC · On-site

You'll play a key role in supporting the Commercial, Private Banking 1859, NBF, NBDB and National ... Support PB1859 associate and banker teams with their administrative follow-up and customer service.

National Bank

Senior Clerk

Montreal, QC

You'll play a key role in supporting the Commercial, Private Banking 1859, NBF, NBDB and National ... Support PB1859 associate and banker teams with their administrative follow-up and customer service.

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All JobsAssociate Private Banker JobsAssociate Private Banker Jobs in Quebec

Associate Private Banker information

How does an associate private banker typically collaborate with senior bankers and other team members?

As an Associate Private Banker, you will work closely with senior private bankers, investment advisors, and client service teams to deliver personalized solutions to high-net-worth clients. Your role often involves supporting senior bankers by preparing client presentations, conducting research, and ensuring seamless onboarding processes. Regular communication and teamwork are essential, as you may be responsible for coordinating with compliance, operations, and product specialists to address client needs efficiently. This collaborative environment not only enhances client satisfaction but also provides valuable learning opportunities for career advancement.

What is an associate private banker?

An Associate Private Banker is a financial professional who supports senior private bankers in managing the wealth and financial portfolios of high-net-worth individuals and families. Their responsibilities typically include preparing client documentation, assisting with investment and banking transactions, conducting financial analysis, and ensuring excellent client service. Associate Private Bankers often act as a point of contact for clients, helping address their day-to-day banking needs while learning the intricacies of wealth management. This role is considered a stepping stone toward becoming a full Private Banker, offering valuable exposure to the world of private banking and financial advisory services.

What is the difference between Associate Private Banker vs Private Banker?

AspectAssociate Private BankerPrivate Banker
CredentialsTypically requires a bachelor's degree, FINRA licenses, and some financial certificationsOften holds additional certifications like CFP or CFA, with more extensive experience
Work EnvironmentSupports senior private bankers, handles client onboarding, and administrative tasksManages high-net-worth clients directly, providing personalized financial services
Employer & Industry UsageUsed in private banking divisions of banks and wealth management firmsSenior role within private banking teams, serving affluent clients

The Associate Private Banker typically supports senior private bankers by handling client onboarding and administrative duties, while the Private Banker manages high-net-worth clients directly, offering tailored financial advice. Both roles require relevant financial credentials and operate within private banking environments, but the Private Banker has a more client-facing, senior position.

What are the key skills and qualifications needed to thrive as an associate private banker, and why are they important?

To thrive as an Associate Private Banker, you need a solid understanding of financial products, investment strategies, and client relationship management, typically supported by a bachelor’s degree in finance or a related field. Proficiency with financial planning software, CRM systems, and relevant certifications like FINRA Series 7 or CFA Level 1 are commonly required. Strong interpersonal skills, discretion, and proactive problem-solving set outstanding candidates apart. These competencies are crucial for building trust, delivering tailored financial solutions, and meeting the complex needs of high-net-worth clients.
What are the most commonly searched types of Private Banker jobs in Quebec? The most popular types of Private Banker jobs in Quebec are:
What are popular job titles related to Associate Private Banker jobs in Quebec? For Associate Private Banker jobs in Quebec, the most frequently searched job titles are:
What job categories do people searching Associate Private Banker jobs in Quebec look for? The top searched job categories for Associate Private Banker jobs in Quebec are:
Associate Private Banker jobs near you
Infographic showing various Associate Private Banker job openings in Quebec as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 23% Part Time, 1% Temporary, and 2% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution.

ScotiaMcLeod Investment Associate - Montreal, QC

Scotiabank

Montreal, QC

Full-time

Retirement

Re-posted 19 days ago

Job description

Requisition ID: 259348

ScotiaMcLeod, a cornerstone of Scotia Wealth Management, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we're committed to helping clients grow and protect their wealth by understanding their complete financial picture-life, family, business, and future. 
Our signature Enriched Thinking approach brings together investment, wealth planning, and advisory specialists to deliver truly personalized solutions. You'll be supported by an innovative, team-based environment that values integrity, client focus, and continuous growth.

At ScotiaMcLeod, you're not just building a career-you're joining a firm where ideas spark, collaboration thrives, and you're empowered to reach your full potential while making a real impact in your clients' lives.

 

As an Investment Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to business development and sales related activities. 

IS THIS ROLE RIGHT FOR YOU 

In the role you will: 

  • Identify new business opportunities to gather additional assets and/or increase revenue 

  • Utilize your in-depth knowledge of products and services to identify new opportunities within the existing client base 

  • Work with Advisor and Total Wealth Specialists to deepen client relationships through total wealth planning 

  • Prepare, analyze, and present reports and recommendations to clients 

  • Work with the Advisor to develop and distribute client communication and marketing pieces 

  • Act as a leader to other associates on the team and within the branch by providing direction and coaching 

  • Regularly review practices to ensure administrative processes are streamlined and administrative tasks being completed and logged for tracking purposes 

DO YOU HAVE THE SKILLS 

We would love to work with you if you have: 

  • Experience in the securities industry 

  • Approval as a Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO) 

  • Excellent verbal and written communication skills 

  • Meticulous attention to detail and excellent time management skills 

  • Exceptional client service skills, providing a professional and respectful experience 

WHATS IN IT FOR YOU 

  • Competitive Compensation and Benefits package including annual incentive plans, time off entitlements, Pension Plan, Employee Share Ownership Plan and favourable employee rates for employee banking 

  • The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers 

  • An organization committed to making a difference in our communities- for you and our clients 

  • An inclusive working environment that encourages creativity, curiosity and celebrates success 

  • Learning and Development - via Scotia Academy, a virtual learning experience to upskill and develop your skills at work or from your personal device 

In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere."

#SWM

Location(s):  Canada : Quebec : Montreal 
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.  

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

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