Private Wealth Advisor

3 weeks ago

Quebec City, Canada National Bank of Canada 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.

**Your job**
- Ensure the proper management of a portfolio of wealth management clients, in close collaboration with a senior private advisor colleague
- Develop the wealthy clientele market for the greater region of Quebec area both with internal and external partners
- Increase the assets under management of the assigned portfolio by offering wealth management advisory services in line with client needs
- Rigorously analyze customer needs and determine with them an integrated financial strategy
- 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
- Provide exceptional customer service, both in terms of speed, accessibility and competence
- Work in synergy with all of the National Bank's business lines

**Your team**

Within the Commercial & Private Banking 1859 sector, you are part of a large team of about thirty colleagues, and you report to the vice-president Commercial & GP1859. Our team stands out for its dedication and expertise. This position offers a hybrid work mode; 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. Access to colleagues with different expertise, experiences and diverse profiles enriches your development from all points of view.

**Prerequisites**
- 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
- Completed Securities Trading Course and Standards of Conduct Handbook
- Holding another professional title: CFA, FICVM, CPA, Pl.Fin very desirable
- Experience in business development with wealthy clients and/or entrepreneurs
- Ability to develop trusting and lasting relationships
- Excellent knowledge of investment products (mastery of financial markets and the economy in order to act appropriately)
- 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.
- 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
- Initiatives promoting community involvement
- 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.

  • Wealth Management Advisor

    3 weeks ago

    Quebec City, Canada SFL Wealth Management Full time

    If you have outstanding interpersonal skills, aspire to be part of a winning team, and can clearly explain financial products, then this role is for you! ABOUT US IT360 Financial stands out as a dynamic and forward-thinking company, providing tailored insurance and investment solutions primarily for independent IT consultants. IT360 Financial is currently...

  • Wealth Management Advisor

    2 weeks ago

    Quebec City, Canada SFL Wealth Management Full time

    If you have outstanding interpersonal skills, aspire to be part of a winning team , and can clearly explain financial products, then this role is for you! ABOUT US IT360 Financial stands out as a dynamic and forward-thinking company, providing tailored insurance and investment solutions primarily for independent IT consultants. IT360 Financial is...

  • Wealth Management Advisor

    3 weeks ago

    Quebec City, Canada SFL Wealth Management Full time

    If you have outstanding interpersonal skills, aspire to be part of a winning team, and can clearly explain financial products, then this role is for you! ABOUT US IT360 Financial stands out as a dynamic and forward-thinking company, providing tailored insurance and investment solutions primarily for independent IT consultants. IT360 Financial is currently...

  • Wealth Management Advisor

    2 days ago

    québec city, Canada SFL Wealth Management Full time

    If you have outstanding interpersonal skills, aspire to be part of a winning team, and can clearly explain financial products, then this role is for you! ABOUT US IT360 Financial stands out as a dynamic and forward-thinking company, providing tailored insurance and investment solutions primarily for independent IT consultants. IT360 Financial is currently...

  • Private Wealth Associate

    3 weeks ago

    Quebec City, Canada National Bank of Canada Full time

    **Primary Locations**:Québec, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: Private Banking 1859 - National Bank's private banking division - offers wealth management solutions and advice to a discerning high-net-worth clientele. Our multidisciplinary team works in close collaboration with the advisors who...

  • Private Wealth Associate

    2 weeks ago

    Quebec City, Canada National Bank of Canada Full time

    **Primary Locations**:Québec, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: Private Banking 1859 - National Bank's private banking division - offers wealth management solutions and advice to a discerning high-net-worth clientele. Our multidisciplinary team works in close collaboration with the advisors who...

  • Client Service Associate, Td Private Wealth

    4 weeks ago

    Quebec City, Canada TD Bank Full time

    405967BR Wealth Management Quebec City, QC April 11, 2023 Company Overview Department Overview TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. **TD Private Investment Advice** offers clients the chance to...

  • Wealth Management Advisor

    2 months ago

    Quebec City, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

  • Bilingual Advisor, IG Wealth Connect

    1 month ago

    Québec City, Canada IG Wealth Management Full time

    POSITION SUMMARY The Advisor will provide financial planning advice and ongoing client servicing to a segment of client accounts nationally. The Advisor will ensure that regulatory compliance requirements are adhered to in all their activities. This position is also responsible for delivering financial planning advice and an outstanding client...

  • Bilingual Advisor, IG Wealth Connect

    3 weeks ago

    Québec City, Canada IG Wealth Management Full time

    POSITION SUMMARY The Advisor will provide financial planning advice and ongoing client servicing to a segment of client accounts nationally. The Advisor will ensure that regulatory compliance requirements are adhered to in all their activities. This position is also responsible for delivering financial planning advice and an outstanding client...

  • Wealth Management Advisor

    3 weeks ago

    Quebec City, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

  • Wealth Management Advisor

    2 weeks ago

    Quebec City, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

  • Wealth Management Advisor

    3 weeks ago

    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

  • Associate Wealth Advisor

    3 weeks ago

    Quebec City, Canada National Bank of Canada Full time

    A career as a Wealth Associate at National Bank is a job that where you can capitalize on your entrepreneurial spirit and have a direct impact on clients. In this role, you will support clients during all their life events to help them achieve their financial goals, and you will build long-term, trust-based relationships. You will work at the Sainte-Foy...

  • Receptionist, Scotia Wealth Management

    4 weeks ago

    Quebec City, Canada Scotiabank Full time

    Requisition ID: 200392 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Receptionist, Scotia Wealth Management

    1 day ago

    Quebec City, Canada Scotiabank Full time

    Requisition ID: 200392 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Private Banker

    3 weeks ago

    Quebec City, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

  • Private Banker, High Net Worth Clients

    2 weeks ago

    Quebec City, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** We are currently seeking a Private Banker to join our team in the Quebec City region. You will be an accredited professional delivering the Black Card Experience to high net worth Canadians, focused on Private Banking’s core value proposition of wealth planning, credit, cash management, and day-to-day banking....

  • Associate Wealth Management

    2 weeks ago

    Quebec City, Canada National Bank of Canada Full time

    A career as a Wealth Management Assistant at National Bank, your ability to work in synergy with clients and colleagues will be showcased. 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, most notably with Diane Auger Wealth Management. **Your...

  • Wealth Associate

    4 weeks ago

    Quebec City, Canada National Bank of Canada 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. More specifically, as part of the Gagné Grenier Wealth...