Conseiller en prêts privés (29)

Conseiller En Prêts Privés

This role sits at the heart of a high-touch private banking concierge environment, supporting high-net-worth clients with complex lending and transactional needs.You will play a key role in ensuring seamless execution of specialized lending activities whiledelivering a premium, personalized service experience.Operating in a fast-paced and highly regulated financial setting, you will collaborate closely with advisors, operations teams, and lending specialists to ensure accuracy, speed, and compliance across all client interactions.The position offers exposure to sophisticated private banking products and the opportunity to deepen expertise in structured lending.

It is an ideal role for someone who thrives in detail-oriented financial environments and enjoys building trusted client relationships.

Accountabilities

• Process complex banking transactions such as wire transfers, fund movements, and payment requests for private banking clients
• Ensure accuracy, compliance, and timely execution of all client instructions across lending and banking activities
• Support inquiries related to loans, including renewals, payments, rate adjustments, and sub-account management
• Provide guidance on lending products such as mortgages and Manuvie One (M1) solutions
• Manage general account servicing requests including bill payments, account updates, Interac transfers, and credit-related inquiries
• Support account openings and documentation for personal and business banking needs with a tailored client approach
• Review and process fee waiver requests tied to operational or exception-based cases
• Act as a point of contact for advisors and clients when concierge banking advisors are unavailable
• Collaborate with internal teams across operations, advisory, and lending to ensure end-to-end service delivery
• Identify opportunities for cross-sell and contribute to continuous improvement of client experience

Requirements

• Experience in private banking, commercial banking, lending operations, or high-net-worth client servicing
• Strong understanding of lending products, banking operations, and financial transaction workflows
• Ability to manage complex and non-standard client requests with accuracy and efficiency
• Strong proficiency with Microsoft Office tools, including Microsoft Excel, Microsoft Word, and Microsoft Outlook
• Excellent communication skills with the ability to explain financial concepts clearly and professionally
• Strong organizational skills and ability to manage multiple priorities simultaneously
• High attention to detail, especially in documentation and transactional accuracy
• Ability to work independently in a remote environment with strong discipline and reliability
• French and English bilingualism is considered a strong asset
• Post-secondary education in finance, business, or a related field (or equivalent experience)

Benefits

• Competitive salary range of $59,100 to $98,500 CAD annually
• Performance-based incentives and bonus opportunities
• Comprehensive health benefits including medical, dental, vision, and mental health coverage
• Retirement savings plans with employer contributions
• Paid time off including vacation, personal days, and sick leave
• Flexible remote work arrangement across Canada
• Professional development and learning opportunities
• Exposure to advanced private banking and lending products within a global financial services environment such as Manulife
• Inclusive, flexible, and employee-focused work culture supporting wellbeing and growth