Wealth Advisor

5 days ago


Montreal Quebec GF, CA National Bank Full time
A career as a Wealth Advisor in the Exclusive Remote Advisory Services team at National Bank means helping our clients achieve their life goals. This job allows you to have a positive impact on our organization, thanks to your experience in client service, your knowledge of investment products and your skills in offering quality advice.

Your job

  • Cultivate long-term relationships with our client
  • Manage a portfolio of assigned client
  • Help clients achieve their financial goals
  • Identify opportunities for synergy between sectors
  • Ensure compliance and risk management
  • Direct clients to the right service offering, according to their needs.

Your team

In the Exclusive Remote Advisory Services team, you are part of a direct team of thirteen colleagues, a large team of some fifty colleagues, and you report to Estelle Champagne. The Exclusive Remote Advisory Services branch is available to our clients Monday to Friday, 9 a.m. to 5 p.m. (ET), and the team is physically in the office in Montreal three days a week.

Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to support your ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience, and backgrounds to enrich all aspects of your development.

Prerequisites

  • Spoken and written English level: Fluent / French: intermediate
  • Bachelor's degree in business administration, finance or related field
  • Minimum 5 years experience in an advisory role
  • IIROC registered representative's license
  • Proficiency in investment products
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.
  • Health and wellness program, including many options
  • Flexible group insurance
  • Generous pension plan
  • Employee Share Ownership Plan
  • Employee and Family Assistance Program
  • Preferential banking services
  • Opportunities to get involved in community initiatives
  • Telemedicine service
  • Virtual sleep clinic
These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.
We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates What can you bring to our team?
Come live your ambitions with us

  • Montreal, Quebec, G4F, CA National Bank Full time

    If you are interested in the field of investments and securities, join the National Bank Financial Wealth Management (NBFWM) team as an Advisor, Strategy & Investment Solutions. In this role, you’ll dive into the world of wealth management while playing a key role in the success of wealth advisors. You’ll have the chance to work not only in Quebec but...


  • Montreal, Quebec, G4F, CA National Bank Full time

    As a fee-based platform advisor at National Bank Financial Wealth Management (NBFWF), you support the evolution of advisor pricing and the myWealth platform. You will produce analyses, reports and presentations to promote the attractiveness of the fee-based platform for our Wealth Management advisors, helping us offer the best client service among brokerage...

  • Wealth Associate

    4 months ago


    Montreal, Quebec, G4F, CA National Bank Full time

    A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: Support investment advisors in providing...


  • Montreal, Quebec, G4F, CA National Bank Full time

    A career as a Senior Advisor in the Wealth Management Compliance team at National Bank means acting as a compliance specialist and actively participating in the implementation and evolution of National Bank Investments (NBI) compliance program. It also means leading and managing new projects to ensure that BNI complies with regulations and best business...


  • Montreal, Quebec, G4F, CA National Bank Full time

    A career as a Senior Advisor, Strategic Planning in the Initiative Portfolio Management and Business Strategy team at National Bank, means acting as an orchestrator of the strategic planning cycle and the business plan for Wealth Management. This position allows you to have a positive impact on our organization and contribute actively to the Wealth...

  • Associate

    3 weeks ago


    Montreal, Quebec, G4F, CA National Bank Full time

    A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: Ensure effective...

  • Senior Tax Advisor

    1 week ago


    Montreal, Quebec, G4F, CA National Bank Full time

    *** Please note that this position can be held from different cities in Quebec including Montreal and Quebec ***A career as a Senior Tax Advisor at National Bank Financial (NBF) primarily involves supporting NBF clients and Investment Advisors (IA) in their tax needs by providing them with general or specific information. In other words, a rare 100%...


  • Montreal, Quebec, G4F, CA National Bank Full time

    A career as Legal Advisor in the Regulatory Compliance team at National Bank means acting as an expert. This job allows you to have a positive impact in our organization through your expertise in regulatory compliance and your strong interest in wealth management.The Regulatory Compliance team is responsible for the legislative and regulatory watch,...

  • Business Development

    1 month ago


    Montreal, Quebec, G4F, CA National Bank Full time

    A career as a Business Development & Communication Associate at National Bank is a job where you showcase your ability to work in synergy with clients and your colleagues. In this role, you help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.Your job:Be the main point of...

  • Writer

    1 month ago


    Montreal, Quebec, G4F, CA National Bank Full time

    A career as a Writer - to advisors and clients in the advisory community team at National Bank Financial Wealth Management means acting as an expert in simplifying and popularizing content for advisors and clients. It is through your strong synthesis skills and the quality of your writing that you will have a positive impact on the advisor and client...


  • Montreal, Quebec, G4F, CA National Bank Full time

    A career as a Private Client Compliance Advisor means acting as a key resource for compliance activities associated with our national network to ensure that Private Wealth Advisors and branches respect and comply with internal policies and procedures as well as industry regulatory requirements. Your job Analyze and authorize documentation, new accounts, and...


  • Montreal, Quebec, G4F, CA National Bank Full time

    A career as a Chief Advisor in the Strategy, Data, and Performance team at National Bank means acting as an expert to plan and execute the acceleration of the transformation of Financial Market Operations. This position allows you to have a positive impact on our organization through your skills and abilities to conduct our strategic initiatives.Your Role:...


  • Montreal, Quebec, G4F, CA National Bank Full time

    A career in our specialized team offers you the opportunity to work with healthcare professionals on all their financial projects. As a Manager Financing Solution, you will play a leading role in the strategic support of clients in the fields of pharmacy, medical and dental clinics, as well as other types of healthcare professionals, in collaboration with...


  • Montreal, Quebec, G4F, CA National Bank Full time

    A career as an Operations Agent at National Bank, you will capitalize on your ability to work in synergy with clients and your colleagues. In this role, you will support members of your team by carrying out administrative tasks in accordance with Bank policies, standards, and procedures. Your job: Warmly welcome clients to the branch and direct them to the...

  • Portfolio Manager

    2 weeks ago


    Montreal, Quebec, G4F, CA National Bank Full time

    A career as a Portfolio Manager within the UMA team in Wealth Management at National Bank Financial (NBF) means acting as a portfolio management specialist in the UMA turnkey solution. It is through your skills in managing client accounts, your experience, and your knowledge of portfolio management best practices that you will positively impact portfolio...

  • Product Owner

    1 week ago


    Montreal, Quebec, G4F, CA National Bank Full time

    A career as a Product Owner (PO) in the customer demand management team is about making strategic decisions and acting as a "leader" to contribute to an organizational transformation based on the latest technologies. This job allows you to have a positive impact on our organization, thanks to your project management skills.Your job Ensure alignment of...

  • Operation agent

    3 weeks ago


    Montreal, Quebec, G4F, CA National Bank Full time

    A career as an Operations Agent at National Bank, you will capitalize on your ability to work in synergy with clients and your colleagues. In this role, you will support members of your team by carrying out administrative tasks in accordance with Bank policies, standards, and procedures. Your job: Provide high quality, courteous service to ensure the...


  • Montreal, Quebec, G4F, CA National Bank Full time

    A career as a Senior Data Analyst in the Digital Performance team at National Bank means acting as a specialist to support the organization from a strategic and operational perspective in the delivery of digital customer experience measurement and analysis. You will be responsible for framing performance measurement for an industry undergoing digital...


  • Montreal, Canada Manulife Financial Corporation Full time

    Manulife Investment Management (MIM) Advisor Group delivers financial and investment solutions and advice, including financial planning and insurance, to clients across the wealth spectrum.The Wealth and Retirement Advisor is senior member of a team of wealth advisors delivering wealth and retiremen

  • Wealth Advisor

    2 weeks ago


    Montreal, Quebec, Canada Manulife Insurance Malaysia Full time

    Associate Wealth & Retirement AdvisorJoin Manulife Investment Management (MIM) Advisor Group, a division of Global Wealth and Asset Management, in delivering financial and investment solutions and advice to clients across the wealth spectrum.The Associate Wealth & Retirement Advisor is a key member of a team of wealth advisors delivering wealth and...

  • Wealth Advisor

    2 weeks ago


    Montreal, Quebec, Canada Manulife Insurance Malaysia Full time

    Associate Wealth & Retirement AdvisorJoin Manulife Investment Management (MIM) Advisor Group, a division of Global Wealth and Asset Management, in delivering financial and investment solutions and advice to clients across the wealth spectrum.The Associate Wealth & Retirement Advisor is a key member of a team of wealth advisors delivering wealth and...

  • Wealth Advisor

    2 weeks ago


    Montreal, Quebec, Canada Société Financière Manuvie Full time

    Job SummaryWe are seeking a highly motivated and experienced Wealth Advisor to join our team at Société Financière Manuvie. As a Wealth Advisor, you will be responsible for providing financial advice and guidance to clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesProvide financial planning and investment advice to...

  • Wealth Advisor

    2 weeks ago


    Montreal, Quebec, Canada Société Financière Manuvie Full time

    Job SummaryWe are seeking a highly motivated and experienced Wealth Advisor to join our team at Société Financière Manuvie. As a Wealth Advisor, you will be responsible for providing financial advice and guidance to clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesProvide financial planning and investment advice to...


  • Quebec, Canada Desjardins Group Full time

    As a wealth management advisor, you're responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they're satisfied. Your role is to listen to members' and clients' needs, offer them advice that fits their financial situation and help t


  • Montreal, Quebec, Québec, Canada Gestion de patrimoine Diligence - Patrimoine Manuvie Full time

    Manulife Wealth Management Inc. is seeking a Wealth Management Advisor for our offices in Montreal (Dorval) and Quebec City (Lebourgneuf).Job Description:Are you passionate about sales, business development, and finance? This opportunity is for you! We are expanding our team and looking for motivated, entrepreneurial-minded individuals. This position is...

  • Wealth Advisor

    1 month ago


    Montreal, Quebec, Canada Manulife Insurance Malaysia Full time

    Job SummaryWe are seeking a highly motivated and experienced Wealth Advisor to join our team at Manulife Insurance Malaysia. As a Wealth Advisor, you will be responsible for providing expert financial guidance and advice to our clients, helping them achieve their long-term financial goals and secure their financial futures.Key ResponsibilitiesConduct...

  • Wealth Advisor

    1 month ago


    Montreal, Quebec, Canada Manulife Insurance Malaysia Full time

    Job SummaryWe are seeking a highly motivated and experienced Wealth Advisor to join our team at Manulife Insurance Malaysia. As a Wealth Advisor, you will be responsible for providing expert financial guidance and advice to our clients, helping them achieve their long-term financial goals and secure their financial futures.Key ResponsibilitiesConduct...

  • Wealth Advisor

    2 weeks ago


    Montreal, Quebec, Canada Manulife Full time

    About the RoleManulife Investment Management (MIM) Advisor Group, a division of Global Wealth and Asset Management, delivers financial and investment solutions and advice, including financial planning and insurance, to clients across the wealth spectrum.The Associate Wealth & Retirement Advisor is a member of a team of wealth advisors delivering wealth and...

  • Wealth Advisor

    2 weeks ago


    Montreal, Quebec, Canada Manulife Full time

    About the RoleManulife Investment Management (MIM) Advisor Group, a division of Global Wealth and Asset Management, delivers financial and investment solutions and advice, including financial planning and insurance, to clients across the wealth spectrum.The Associate Wealth & Retirement Advisor is a member of a team of wealth advisors delivering wealth and...

  • Wealth Advisor

    3 weeks ago


    Montreal, Quebec, Canada Manulife Full time

    About the RoleManulife Investment Management (MIM) Advisor Group, a division of Global Wealth and Asset Management, delivers financial and investment solutions and advice, including financial planning and insurance, to clients across the wealth spectrum.The Associate Wealth & Retirement Advisor is a member of a team of wealth advisors delivering wealth and...

  • Wealth Advisor

    3 weeks ago


    Montreal, Quebec, Canada Manulife Full time

    About the RoleManulife Investment Management (MIM) Advisor Group, a division of Global Wealth and Asset Management, delivers financial and investment solutions and advice, including financial planning and insurance, to clients across the wealth spectrum.The Associate Wealth & Retirement Advisor is a member of a team of wealth advisors delivering wealth and...


  • Montreal, Canada IG Wealth Management Full time

    Advisor, IG Wealth Management, Corporate ChannelLocation(s):  QuebecWe are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed Licensed and are intrigued by this exciting opportunity, please review the posting for more details and apply...

  • Senior Wealth Advisor

    2 weeks ago


    Montreal, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Wealth Advisor to join our team at National Bank. As a Senior Wealth Advisor, you will be responsible for providing exceptional financial planning and investment advice to our high net worth clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking...


  • Montreal, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Wealth Advisor to join our team at National Bank. As a Senior Wealth Advisor, you will be responsible for providing exceptional financial planning and investment advice to our high net worth clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking...

  • Senior Wealth Advisor

    2 weeks ago


    Montreal, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Wealth Advisor to join our team at National Bank. As a Senior Wealth Advisor, you will be responsible for providing exceptional financial planning and investment advice to our high net worth clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking...

  • Wealth Advisor

    2 weeks ago


    Montreal, Quebec, Canada Société Financière Manuvie Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Associate Wealth & Retirement Advisor to join our team at Société Financière Manuvie. As a key member of our wealth and retirement advice team, you will be responsible for providing expert financial and investment advice to clients across various channels, including Group Retirement, Group...

  • Wealth Advisor

    2 weeks ago


    Montreal, Quebec, Canada Société Financière Manuvie Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Associate Wealth & Retirement Advisor to join our team at Société Financière Manuvie. As a key member of our wealth and retirement advice team, you will be responsible for providing expert financial and investment advice to clients across various channels, including Group Retirement, Group...

  • Wealth Advisor

    4 weeks ago


    Montreal, Quebec, Canada Manulife Full time

    About the RoleWe are seeking a highly motivated and experienced Wealth Advisor to join our team at Manulife. As a Wealth Advisor, you will be responsible for providing financial and investment advice to clients, helping them achieve their wealth and retirement goals.Key ResponsibilitiesConduct in-depth client needs assessments to identify financial goals and...