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Wealth Management Specialist

2 months ago

Montreal, Quebec, Canada National Bank Full time
About the Role

This is a challenging and rewarding opportunity to join the Commercial & Private Banking 1859 team at National Bank as a Private Wealth Advisor. As a key member of our team, you will be responsible for providing exceptional customer service and building strong, trusting relationships with our wealthy clients.

Key Responsibilities
  • Business Development: Develop and grow the wealthy clientele market in the Montreal area through internal and external partnerships.
  • Wealth Management: Increase assets under management by offering tailored wealth management advisory services that meet the unique needs of each client.
  • Financial Planning: Analyze client needs and develop integrated financial strategies that align with their goals and objectives.
  • Portfolio Management: Direct the implementation of financial planning recommendations and ensure rigorous monitoring of client portfolios.
  • Client Relationships: Establish and maintain frequent contact with clients to understand their evolving needs and adapt solutions accordingly.
  • Customer Service: Provide exceptional customer service, ensuring speed, accessibility, and competence in all interactions.
  • Team Collaboration: Work in synergy with all National Bank business lines to deliver seamless service to clients.
About the Team

You will be part of a dynamic team of around thirty colleagues, reporting to the regional vice-president GP1859. Our team is known for its dedication and expertise, and we offer a hybrid work mode that allows you to balance office time, client meetings, events, and remote work.

Training and Development

We offer comprehensive training programs based on learning in action, allowing you to master your profession and stay up-to-date with the latest industry developments. Our training content includes topics such as financial planning, financial markets, and investment solutions, and you will have access to colleagues with diverse expertise and experiences.

Requirements
  • Education: 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.
  • Professional Certifications: Completed Securities Trading Course and Standards of Conduct Handbook.
  • Desirable Qualifications: Holding another professional title, such as CFA, FICVM, CPA, or Pl.Fin.
  • Business Development Experience: Experience in business development with wealthy clients and/or entrepreneurs.
  • Relationship Building: Ability to develop trusting and lasting relationships with clients.
  • Financial Knowledge: Excellent knowledge of investment products, financial markets, and the economy.
  • Taxation and Estate Planning: Knowledge of taxation, retirement planning, and estate planning.