Private Wealth Advisor

3 days ago

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

We are seeking a highly skilled Private Wealth Advisor to join our Commercial & Private Banking team. As a key member of our team, you will be responsible for providing exceptional customer service, building strong relationships with clients, and offering wealth management advisory services to meet their needs.

Key Responsibilities
  • Develop and implement strategies to grow the wealthy clientele market in the Montreal area.
  • Provide personalized financial planning and investment advice to clients, ensuring their financial goals are met.
  • Analyze client needs and develop integrated financial strategies to achieve their objectives.
  • Work closely with clients to implement financial planning recommendations and monitor portfolio performance.
  • Provide exceptional customer service, ensuring timely and effective communication with clients.
  • Collaborate with internal stakeholders to deliver seamless client experiences.
About You

We are looking for a highly motivated and experienced professional with a strong background in finance and wealth management. You will have a bachelor's degree related to the sector and a minimum of 7 years of relevant experience, or a master's degree and 5 years of experience. You will also have completed the Securities Trading Course and Standards of Conduct Handbook, and hold a professional title such as CFA, FICVM, or CPA.

What We Offer

As a Private Wealth Advisor at National Bank, you will have the opportunity to work in a dynamic and supportive environment, with access to cutting-edge tools and resources. You will also have the chance to develop your skills and expertise through our comprehensive training programs, and work with a diverse team of professionals who share your passion for delivering exceptional client experiences.

Why Join Us

At National Bank, we are committed to creating a positive impact on people's lives. We value diversity, inclusion, and empowerment, and strive to create a workplace that is accessible and barrier-free for all employees. We are proud to offer a wide range of benefits and perks, including flexible work arrangements, health and wellness programs, and opportunities for professional growth and development.

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