Senior Wealth Management Consultant
3 weeks ago
Position Overview:
The role of a Senior Wealth Management Consultant at National Bank involves assisting clients and Investment Advisors (IAs) in navigating their estate planning requirements by offering both general and tailored insights.
Key Responsibilities:
- Provide expert guidance on estate planning strategies to enhance client financial security.
- Collaborate closely with Investment Advisors to ensure comprehensive support for client needs.
- Deliver personalized consultations that address specific estate planning concerns.
Why Join Us:
This position is uniquely positioned as a consulting role, allowing you to focus entirely on advising clients without the pressures of sales targets.
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Québec, Quebec, Canada IG Wealth Management Full timeAbout IG Wealth ManagementIG Wealth Management is a leading diversified wealth and asset management company with approximately $271 billion in total assets under management. We provide a broad range of financial planning and investment management services to help our clients meet their financial goals.Our VisionOur vision is to inspire financial confidence....
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