Current jobs related to Senior Wealth Advisor, Private Banking - Vancouver, British Columbia - Banque Nationale du Canada
-
Private Wealth Management Advisor
4 weeks ago
Vancouver, British Columbia, Canada RBC Dominion Securities Inc. Full timeJob Opportunity:RBC Dominion Securities Inc. is seeking an experienced Business Owner Specialist to join their HNW Planning Services team. As a member of this team, you will work with a diverse group of professionals to deliver high-value customized information and guidance on tax, estate, business succession planning, and overall wealth planning to high net...
-
Private Wealth Management Advisor
4 weeks ago
Vancouver, British Columbia, Canada RBC Dominion Securities Inc. Full timeJob Opportunity:RBC Dominion Securities Inc. is seeking an experienced Business Owner Specialist to join their HNW Planning Services team. As a member of this team, you will work with a diverse group of professionals to deliver high-value customized information and guidance on tax, estate, business succession planning, and overall wealth planning to high net...
-
Private Client Advisor II
4 weeks ago
Vancouver, British Columbia, Canada Bank of America Full timeAbout the Role:This is a challenging and rewarding opportunity to join the Bank of America team as a Private Client Advisor II. As a key member of our Private Bank, you will be responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals.Key...
-
Private Client Advisor II
4 weeks ago
Vancouver, British Columbia, Canada Bank of America Full timeAbout the Role:This is a challenging and rewarding opportunity to join the Bank of America team as a Private Client Advisor II. As a key member of our Private Bank, you will be responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals.Key...
-
Senior Associate Wealth Advisor
2 weeks ago
Vancouver, British Columbia, Canada Royal Bank of Canada> Full timeJob OpportunityRoyal Bank of Canada is seeking a highly skilled and experienced Wealth Management Professional to join our team in Vancouver. As a Senior Associate Wealth Advisor, you will be responsible for delivering customized advice and wealth management strategies to our High-Net-Worth (HNW) Clients.The ideal candidate will have at least 7 years of...
-
Private Client Advisor II
3 weeks ago
Vancouver, British Columbia, Canada Bank of America Full timeAbout the Role:This is a challenging and rewarding opportunity to join the Bank of America team as a Private Client Advisor II. As a key member of our Private Bank, you will be responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals.Key...
-
Investment Advisor
3 weeks ago
Vancouver, British Columbia, Canada Harbourfront Wealth Management Inc. Full timeAbout Oakwater Wealth CounselOakwater Wealth Counsel is a leading private wealth management practice that provides expert counsel to high-net-worth individuals. With a focus on delivering tailored financial services and holistic wealth management solutions, our team is dedicated to making a meaningful impact on the lives of our clients.Job SummaryWe are...
-
Senior Manager, Private Wealth Advisory
2 months ago
Vancouver, British Columbia, Canada KPMG-Canada Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Manager to join our Private Wealth Advisory team at KPMG Canada. As a key member of our team, you will be responsible for providing expert advice and guidance to our ultra-high net worth (UHNW) family office clients and their families.Key ResponsibilitiesAdvise clients on strategic wealth...
-
Senior Manager, Private Wealth Advisory
2 months ago
Vancouver, British Columbia, Canada KPMG-Canada Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Manager to join our Private Wealth Advisory team at KPMG Canada. As a key member of our team, you will be responsible for providing expert advice and guidance to our ultra-high net worth (UHNW) family office clients and their families.Key ResponsibilitiesAdvise clients on strategic wealth...
-
Senior Manager, Private Wealth Advisory
1 month ago
Vancouver, British Columbia, Canada KPMG-Canada Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Manager to join our Private Wealth Advisory team at KPMG Canada. As a key member of our team, you will be responsible for providing expert advice and guidance to our ultra-high net worth (UHNW) family office clients and their families.Key ResponsibilitiesAdvise clients on strategic wealth...
-
Senior Manager, Private Wealth Advisory
2 months ago
Vancouver, British Columbia, Canada KPMG-Canada Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Manager to join our Private Wealth Advisory team at KPMG Canada. As a key member of our team, you will be responsible for providing expert advice and guidance to our ultra-high net worth (UHNW) family office clients and their families.Key ResponsibilitiesAdvise clients on strategic wealth...
-
Investment Advisor
4 weeks ago
Vancouver, British Columbia, Canada Harbourfront Wealth Management Inc. Full timeInvestment/Associate AdvisorAbout the Role:We are seeking a highly motivated and experienced Investment/Associate Advisor to join our team at Harbourfront Wealth Management Inc. As a key member of our advisory practice, you will be responsible for providing exceptional client service, managing investment portfolios, and collaborating with our team to deliver...
-
Investment Advisor
4 weeks ago
Vancouver, British Columbia, Canada Harbourfront Wealth Management Inc. Full timeInvestment/Associate AdvisorAbout the Role:We are seeking a highly motivated and experienced Investment/Associate Advisor to join our team at Harbourfront Wealth Management Inc. As a key member of our advisory practice, you will be responsible for providing exceptional client service, managing investment portfolios, and collaborating with our team to deliver...
-
Private Banking Officer
4 weeks ago
Vancouver, British Columbia, Canada BMO Full timeJob SummaryWe are seeking a highly skilled and motivated Private Banking Officer to join our team at BMO. As a key member of our Wealth Sales and Service team, you will be responsible for delivering exceptional customer service and building strong relationships with our private banking clients.Key ResponsibilitiesProvide superior customer service and support...
-
Private Banking Officer
4 weeks ago
Vancouver, British Columbia, Canada BMO Full timeJob SummaryWe are seeking a highly skilled and motivated Private Banking Officer to join our team at BMO. As a key member of our Wealth Sales and Service team, you will be responsible for delivering exceptional customer service and building strong relationships with our private banking clients.Key ResponsibilitiesProvide superior customer service and support...
-
Investment Advisor
3 weeks ago
Vancouver, British Columbia, Canada Harbourfront Wealth Management Inc. Full timeAbout Oakwater Wealth CounselOakwater Wealth Counsel is a leading private wealth management practice that provides expert counsel to high-net-worth individuals. Our team of experienced professionals works closely with clients to develop tailored financial solutions that meet their unique needs and goals.Job SummaryWe are seeking a dynamic and motivated...
-
Wealth Management Advisor
4 weeks ago
Vancouver, British Columbia, Canada RBC Dominion Securities Inc. Full timeJob DescriptionOpportunity OverviewRBC Dominion Securities Inc., a leading investment and wealth management firm, is seeking a highly skilled and experienced professional to join our team as an Associate Wealth Advisor and Financial Planner. As a valued member of our private-client discretionary wealth management team, you will play a critical role in...
-
Wealth Management Advisor
1 month ago
Vancouver, British Columbia, Canada RBC Dominion Securities Inc. Full timeJob DescriptionOpportunity OverviewRBC Dominion Securities Inc., a leading investment and wealth management firm, is seeking a highly skilled and experienced professional to join our team as an Associate Wealth Advisor and Financial Planner. As a valued member of our private-client discretionary wealth management team, you will play a critical role in...
-
Private Banking Officer
3 weeks ago
Vancouver, British Columbia, Canada BMO Full timeJob SummaryWe are seeking a highly skilled and motivated Private Banking Officer to join our team at BMO. As a key member of our wealth sales and service team, you will be responsible for delivering exceptional customer experiences to our private banking clients.Key ResponsibilitiesProvide superior levels of courteous, knowledgeable, and professional service...
-
Private Banking Officer
3 weeks ago
Vancouver, British Columbia, Canada BMO Full timeJob SummaryWe are seeking a highly skilled and motivated Private Banking Officer to join our team at BMO. As a key member of our wealth sales and service team, you will be responsible for delivering exceptional customer experiences to our private banking clients.Key ResponsibilitiesProvide superior levels of courteous, knowledgeable, and professional service...
Senior Wealth Advisor, Private Banking
3 months ago
As a Senior Wealth Advisor in the Private Banking division at Banque Nationale du Canada, you will serve as a financial specialist for an affluent clientele.
Key Responsibilities:
- Provide comprehensive solutions and guidance on wealth management for high-net-worth individuals and their families.
- Structure intricate credit proposals and analyze financial data with advanced methodologies to submit financing and credit renewal requests.
- Enhance the Bank's market share and profitability by delivering tailored banking solutions aligned with client profiles and objectives.
- Collaborate with Investment Advisors to manage the client journey effectively, ensuring clients achieve their financial aspirations.
- Negotiate terms and conditions that adhere to risk management standards and profitability metrics.
- Maintain continuous communication and follow-up with Investment Advisors to identify their needs and offer solutions that maximize sales opportunities.
- Deliver exceptional service and a client-focused experience that reflects our core values in wealth management.
- Ensure Investment Advisors are well-informed about our service offerings.
Qualifications:
- A Bachelor's degree in a relevant field with ten (10) years of pertinent experience, or a Master's degree with six (6) years of relevant experience.
- Strong knowledge of banking products and services in both personal and commercial sectors.
- Attributes: Accessible, proactive, client-centric, agile, and accountable.
Skills:
- Accountability, Client Focus, Communication, Diversity & Inclusion, Results Orientation, Emotional Intelligence, Empathy, Humility, Initiative, Learning Agility, Resilience, Teamwork.
Benefits:
- Competitive compensation and a comprehensive range of flexible benefits to support your well-being and that of your family.
- Flexible group insurance, generous pension plan, preferential banking services, and opportunities for community involvement.
- Access to a virtual sleep clinic and regular feedback through surveys and programs.
Work Environment:
We are a bank that values human connections, characterized by courage, an entrepreneurial spirit, and a passion for people. Our commitment to inclusion fosters an environment where every individual's unique qualities are recognized and appreciated.
