Private Lending Officer in Canada Creek, Nova Scotia at Jobgether

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Private Lending Officer in Canada.

This opportunity is ideal for a client-focused banking professional who thrives in delivering personalized financial solutions to high-net-worth individuals. In this role, you will support a wide range of private lending and banking activities while ensuring a seamless and high-touch client experience. You will collaborate closely with advisors, operations teams, and lending specialists to manage complex transactions, inquiries, and specialized lending processes. The position offers strong exposure to private banking operations, relationship management, and specialized financial products within a fast-paced and service-driven environment. Candidates who enjoy balancing operational precision with exceptional client care will find significant growth and development opportunities in this role. This is an excellent opportunity to deepen expertise in lending and concierge-style banking while contributing to a highly collaborative remote team.

• Process complex financial transactions including wire payments, fund transfers, account maintenance requests, and other specialized banking activities with a high level of accuracy and compliance.
• Support inquiries related to lending products, sub-account renewals, rate changes, mortgage solutions, and specialized banking services for high-net-worth clients.
• Provide exceptional day-to-day banking support, including assistance with bill payments, Interac e-Transfers, credit card inquiries, account updates, and GIC-related requests.
• Assist clients with account openings and onboarding processes while delivering a personalized, concierge-level service experience.
• Review and process operational exceptions and fee waiver requests while maintaining strong attention to detail and regulatory standards.
• Act as a key point of contact for advisors and clients, ensuring timely responses and smooth coordination throughout the full lending lifecycle from application to funding.
• Collaborate cross-functionally with internal teams and advisor partners to strengthen client relationships, identify cross-selling opportunities, and enhance overall client satisfaction.
• Contribute to team meetings, business development initiatives, and continuous improvements to the client experience.

• Previous experience in private banking, lending operations, commercial banking, wealth management support, or high-net-worth client services.
• Strong knowledge of lending products, banking operations, and financial transaction processing within a regulated financial environment.
• Proven ability to manage complex client requests and deliver accurate, timely solutions while maintaining a high standard of customer service.
• Post-secondary education in Business, Finance, or a related field, or an equivalent combination of education and practical experience.
• Proficiency with Microsoft Office applications including Excel, Word, and Outlook.
• Excellent communication and interpersonal skills, with the ability to explain financial concepts clearly and professionally.
• High attention to detail, strong organizational skills, and the ability to prioritize multiple tasks in a remote and fast-paced environment.
• Ability to build collaborative relationships with advisors, clients, and internal stakeholders.
• Experience with specialized lending products, mortgages, deposits, credit cards, or private banking solutions is considered an asset.
• Bilingual proficiency in English and French is considered a strong advantage.

• Competitive salary ranging from CAD $59,100 to $98,500, based on experience, skills, and market conditions.
• Eligibility for performance-based incentive compensation programs.
• Fully remote working arrangement with flexible and supportive work culture.
• Comprehensive customizable benefits package including health, dental, vision, mental health, disability, life, and AD&D coverage.
• Retirement savings programs including pension plans and employer matching contributions.
• Paid vacation, personal days, sick leave, holidays, and statutory leave programs.
• Wellness initiatives, employee assistance programs, and financial education resources.
• Career development opportunities within a collaborative and globally connected organization.
• Inclusive and supportive workplace culture focused on well-being, growth, and professional development.