Private Wealth Advisor

3 days ago

Montreal, Quebec, Canada National Bank Full time
Job Title: Private Wealth Advisor

As a Private Wealth Advisor at National Bank, you will play a key role in providing exceptional financial services to our high net worth clients. Your expertise in financial planning, investment management, and wealth creation will enable you to build strong relationships with our clients and help them achieve their financial goals.

Key Responsibilities:
  • Develop and implement comprehensive financial plans for high net worth clients
  • Provide investment advice and manage client portfolios to achieve their financial objectives
  • Build and maintain strong relationships with clients through exceptional customer service and communication
  • Collaborate with internal teams to provide integrated financial solutions to clients
  • Stay up-to-date with market trends and regulatory changes to ensure clients receive the best possible advice
Requirements:
  • Bachelor's degree in a related field and a minimum of 7 years of experience in financial services, or a master's degree and 5 years of experience
  • Completed Securities Trading Course and Standards of Conduct Handbook
  • Strong knowledge of financial markets, investment products, and taxation
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines
What We Offer:
  • Competitive compensation and benefits package
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment
  • Recognition and rewards for outstanding performance

We are committed to creating a diverse and inclusive workplace that reflects the communities we serve. If you are a motivated and results-driven individual who is passionate about delivering exceptional customer service, we encourage you to apply for this exciting opportunity.

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