Financial Planning Advisor Private Banking
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Shape integrated financial strategies for wealthy clients as a Private Wealth Advisor with National Bank's Commercial & Private Banking 1859 team.
This hybrid position combines financial planning, investment knowledge, and business development across the Quebec wealthy clientele market. You will rigorously analyze customer needs, direct recommendations into implementation, and collaborate with internal and external partners. The team includes approximately thirty colleagues and reports to the regional vice-president GP1859.
Key Responsibilities:
- Rigorously analyze needs and establish integrated financial strategies
- Direct recommendations arising from financial planning into implementation
- Develop the Quebec wealthy clientele market with partners
- Monitor portfolios and adjust solutions to evolving needs
- Deliver exceptional customer service across every interaction
Requirements:
- Relevant bachelor's degree with seven years of experience, or equivalent
- Relevant master's degree with five years of experience, or equivalent
- Excellent investment products, financial markets, and economic knowledge
- Knowledge of taxation, retirement planning, and estate planning
- CFA, FICVM, CPA, or Pl.Fin designation highly desirable
Use financial planning, market expertise, and client analysis to deliver tailored advisory services within National Bank Private Banking.
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