Virtual Advisor

3 weeks ago

Laval QC, Canada National Bank Full time

A career as a private wealth advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a positive impact on our organization, thanks to your skills in providing exceptional customer service, your ability to build strong trusting relationships and your knowledge of financial planning.
Increase the assets under management of the assigned portfolio by offering wealth management advisory services in line with client needs
Direct the implementation of recommendations arising from financial planning
Ensure rigorous monitoring of portfolios and establish very frequent contacts with customers in order to follow the evolution of their needs and adapt solutions accordingly
Work in synergy with all of the National Bank's business lines
Within the Commercial & Private Banking 1859 sector, you are part of a large team of around thirty colleagues, and you report to the regional vice-president GP1859. you organize your weeks between the office, meetings with customers, events, and home.
Our training programs based on learning in action allow you to master your profession. Personalized training content on topics such as financial planning, financial markets and investment solutions is available to support your continued learning. Bachelor's degree related to the sector of activity and a minimum of 7 years of relevant experience OR master's degree related to the sector of activity and a minimum of 5 years of relevant experience or any other relevant combination of experience and training
CFA, FICVM, CPA, Pl.Knowledge of taxation, retirement planning and estate planning
Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
Flexible group insurance
Generous pension plan
Preferential banking services
Initiatives promoting community involvement
Virtual sleep clinic
Whether through our surveys or programs, regular feedback and ongoing communication is encouraged. We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.

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