This role delivers high-touch, white-glove service to high-net-worth clients across a broad range of lending and banking needs
Job Summary
This role delivers high-touch, white-glove service to high-net-worth clients across a broad range of lending and banking needs.
The position requires accurate execution of complex wire payments, fund transfers, and specialized lending documentation throughout the full lifecycle.
Employees benefit from a flexible remote environment with comprehensive health, dental, and retirement savings plans including employer matching.
Matching Summary
This role delivers high-touch, white-glove service to high-net-worth clients across a broad range of lending and banking needs.
Salary
Base: $59,100.00 CAD - $98,500.00 CAD; Bonus/Equity: Incentive compensation tied to performance; Benefits: Health, dental, vision, pension, paid time off
Skills & Requirements
Must-have
Private banking experience required
Complex financial transaction handling
Lending products knowledge mortgages
Client inquiry response capabilities
Microsoft Office Suite proficiency
Nice-to-have
Bilingual English French preferred
Manulife One product familiarity
Cross-sell opportunity identification
Remote work environment management
Strong communication skills
Key Requirements
Post-secondary education in Business or Finance
Previous private banking or lending operations experience