Senior Wealth Management Consultant

3 weeks ago


Québec, Quebec, Canada National Bank Full time

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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