Private Banking Advisor (Toronto)

What is the opportunity?

A key member of the client relationship team, the Private Banking Advisor is responsible for providing support, service, and advice to high net worth Private Banking clients through day-to-day interactions.

You will support the high net worth client relationship team by delivering tailored advice and solutions to clients, by proactively and diligently enabling clients to digitally self-serve, by assisting in the acquisition of new high net worth households, and by deepening existing long‑term relationships.

Responsibilities

• Deliver high‑end client experience and day‑to‑day banking advice to high net worth Canadians following all five principles of the Black Card Experience.
• Proactively contribute to business development by creating ideas in weekly planning/strategy sessions with follow‑up and execution of planned activities.
• Conduct comprehensive banking reviews with all new households and with existi...