Senior Wealth Advisor

2 weeks ago

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

We are seeking a highly skilled and experienced Senior Wealth Advisor to join our team at National Bank. As a Senior Wealth Advisor, you will be responsible for providing exceptional financial planning and investment advice to our high net worth clients.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients, taking into account their unique goals, risk tolerance, and financial situation.
  • Provide expert investment advice and guidance on a range of investment products, including stocks, bonds, mutual funds, and other securities.
  • Build and maintain strong relationships with clients, understanding their needs and preferences, and delivering tailored solutions to meet their financial goals.
  • Stay up-to-date with market trends, economic conditions, and regulatory changes, and communicate this information to clients in a clear and concise manner.
  • Collaborate with other members of the team to ensure seamless delivery of services to clients.
Requirements
  • Minimum 7 years of experience in wealth management or a related field.
  • Strong knowledge of financial planning, investment products, and tax laws.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines.
  • Professional certification such as CFA, FICVM, or CPA is an asset.
What We Offer

As a Senior Wealth Advisor at National Bank, you will have the opportunity to work with a talented team of professionals, and enjoy a competitive compensation package, including a base salary, bonus, and benefits. You will also have access to ongoing training and development opportunities to help you advance your career.

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