Medical Financial Counselor

3 weeks ago

Vancouver BC, Canada Banque Nationale du Canada Full time

A career as a Senior Private Wealth Advisor in the 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.
• Ensure the proper management of a portfolio of wealth management clients, in close collaboration with a senior private advisor colleague
• 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
• Work in synergy with all of the National Bank's business lines
Within the Private Banking 1859 sector, you will be part of a team working in a boutique office with 25 professionals, and you report to the Regional Vice-President. you organize your weeks between the office, meetings with clients, business development, and events.
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
• Knowledge of taxation, retirement planning, and estate planning
Accountability Client-focused Communication Diversity & Inclusion Driving Results Emotional Intelligence Empathy Humility Initiative Learning Agility Resiliency Teamwork
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
Opportunities to get involved in community initiatives
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. Why work at National Bank?
This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.
We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued.

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