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Private Wealth Management Specialist

2 months ago

Montreal, Quebec, Canada Banque Nationale du Canada Full time
About the Role

We are seeking a highly skilled and experienced Private Wealth Advisor to join our Commercial & Private Banking 1859 team at Banque Nationale du Canada. As a Private Wealth Advisor, you will play a key role in providing exceptional financial planning and wealth management services to our high net worth clients.

Key Responsibilities
  • Business Development: Develop and maintain relationships with existing and new clients to identify and pursue business opportunities.
  • Financial Planning: Analyze clients' financial situations and provide personalized financial planning and wealth management advice to help them achieve their financial goals.
  • Portfolio Management: Manage and monitor clients' investment portfolios to ensure they are aligned with their financial objectives and risk tolerance.
  • Client Service: Provide exceptional client service and support to ensure clients feel valued and supported throughout their financial journey.
  • Team Collaboration: Work closely with other team members to share knowledge, best practices, and ideas to drive business growth and improve client outcomes.
Requirements
  • Education: Bachelor's degree in a related field (e.g. finance, business, economics) and a minimum of 7 years of relevant experience, or a master's degree and a minimum of 5 years of relevant experience.
  • Professional Designations: Completed Securities Trading Course and Standards of Conduct Handbook, and holding a professional title such as CFA, FICVM, CPA, or Pl.Fin is desirable.
  • Skills: Excellent communication and interpersonal skills, ability to build strong relationships with clients and colleagues, and strong analytical and problem-solving skills.
What We Offer
  • Competitive Compensation: A competitive salary and bonus structure.
  • Benefits: A comprehensive benefits package, including health and wellness programs, flexible group insurance, and a generous pension plan.
  • Professional Development: Opportunities for professional growth and development, including training and mentorship programs.
  • Work-Life Balance: A hybrid work model that allows for a balance between work and personal life.
About Us

Banque Nationale du Canada is a leading financial institution in Canada, committed to providing exceptional financial services to individuals, businesses, and institutions. We are a bank on a human scale, with a strong focus on customer service and community involvement.