Private Wealth Advisor

2 weeks ago

Montreal, Quebec, Canada National Bank Full time
Job Title: Private Wealth Advisor

As a Private Wealth Advisor at National Bank, you will play a key role in providing exceptional customer service and building strong, trusting relationships with our wealthy clients. Your expertise in financial planning and wealth management will enable you to develop and implement tailored strategies to meet their unique needs.

Key Responsibilities:
  • Develop and execute business development plans to grow the wealthy clientele market in the Montreal area.
  • Provide wealth management advisory services to clients, including financial planning, investment management, and retirement planning.
  • Analyze client needs and develop integrated financial strategies to meet their goals.
  • Implement recommendations arising from financial planning and monitor client portfolios to ensure alignment with their objectives.
  • Provide exceptional customer service, ensuring timely and effective communication with clients.
  • Collaborate with internal stakeholders to leverage National Bank's business lines and expertise.
Requirements:
  • Bachelor's degree in a related field and a minimum of 7 years of relevant experience, or a master's degree and 5 years of experience.
  • Completed Securities Trading Course and Standards of Conduct Handbook.
  • Professional certifications such as CFA, FICVM, CPA, or Pl.Fin are highly desirable.
  • Experience in business development with wealthy clients and/or entrepreneurs.
  • Excellent communication and interpersonal skills.
  • Strong knowledge of investment products, financial markets, and taxation.
What We Offer:
  • Competitive compensation and benefits package.
  • Opportunities for professional growth and development.
  • Collaborative and dynamic work environment.
  • Access to cutting-edge technology and tools.
  • Recognition and rewards for outstanding performance.
Why Join Us:

At National Bank, we value our employees and strive to create a positive and inclusive work environment. We offer a range of benefits and programs to support your well-being and career development. Join our team and contribute to our mission of making a positive impact on people's lives.

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