Wealth Management Advisor

2 months ago

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

Job Summary:

We are seeking a highly skilled and experienced Wealth Management Advisor to join our team at the National Bank of Canada. As a key member of our Commercial & Private Banking 1859 sector, you will be responsible for developing and implementing wealth management strategies for our high net worth clients.

Key Responsibilities:

  • Develop and maintain relationships with high net worth clients to understand their financial goals and objectives.
  • Provide personalized wealth management advice and guidance to clients, including investment planning, retirement planning, and estate planning.
  • Work closely with internal partners to identify and pursue new business opportunities.
  • Collaborate with external partners to leverage their expertise and resources to deliver exceptional client service.
  • Stay up-to-date on market trends and economic conditions to provide informed advice to clients.
  • Develop and implement comprehensive financial plans that meet the unique needs of each client.
  • Monitor and adjust client portfolios as needed to ensure alignment with their goals and risk tolerance.

Requirements:

  • Bachelor's degree in a related field and a minimum of 7 years of relevant experience, or a master's degree and a minimum of 5 years of relevant experience.
  • Completed Securities Trading Course and Standards of Conduct Handbook.
  • Holding a professional title such as CFA, FICVM, CPA, or Pl.Fin is highly desirable.
  • Proven experience in business development and relationship management with high net worth clients.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data and develop effective solutions.

What We Offer:

  • A competitive salary and bonus structure.
  • A comprehensive benefits package, including health and wellness programs, flexible group insurance, and a generous pension plan.
  • Opportunities for professional growth and development, including training and mentorship programs.
  • A dynamic and supportive work environment, with a focus on teamwork and collaboration.
  • The chance to work with a leading financial institution and make a meaningful impact on the lives of our clients.

About Us:

The National Bank of Canada is a leading financial institution with a long history of innovation and excellence. We are committed to delivering exceptional client service and building strong relationships with our clients and communities. Our core values of partnership, agility, and empowerment inspire us to be a leader in the financial services industry.

We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.

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