Private Banker
- Calgary, AB
- Permanent
- Full-time
- Lead client relationships with high- and ultra-high-net-worth families-balancing new business acquisition with portfolio growth and retention.
- Design and deliver lending solutions that go beyond the basics: from customized personal credit to commercial-style lending strategies against diverse assets.
- Act as the go-to advisor for your clients-anticipating needs, providing proactive advice, and connecting them with wealth, trust, and investment partners.
- Build a strong external network of referral sources and centers of influence to generate sustainable business development.
- Partner with a dedicated Associate Private Banker and internal experts to ensure your clients receive seamless, high-touch service.
- Maintain a strong market presence-representing the bank in the community and building long-term client relationships.
- A banker with 10+ years' experience in private, commercial, or corporate banking; minimum 5 years in commercial credit.
- Skilled in complex credit structuring and underwriting; comfortable leading conversations with clients on high-value lending strategies.
- Adept at business development, with a proven external network that consistently drives new opportunities.
- Relationship-oriented-curious, professional, and comfortable working with influential and ultra-high-net-worth clients.
- Entrepreneurial and strategic: you know how to manage a market, grow a book, and hit ambitious goals.
- Education: Bachelor's degree required; advanced credentials (MBA, CFA, CFP, PFP, CSC) are highly regarded.
- Based in Calgary or Edmonton, with flexibility to travel to clients across Alberta (and occasionally SK/MB).
- Standard office hours (8:30-5:00), but success here comes from being out of the office 3-4 days per week building relationships.
- Assigned office base plus hybrid flexibility.