Wealth Management Specialist

7 days ago

Montreal, Quebec, Canada National Bank Full time

We are seeking a highly skilled Wealth Management Specialist to join our team at National Bank. In this role, you will work closely with a multidisciplinary team to manage and deliver large-scale projects that drive efficiency, profitability, and customer experience.

As a Wealth Management Specialist, you will act as a link between the regions and corporate teams, providing knowledge, specific context, and client needs. You will also serve as a specialist for escalating complex operational and administrative requests.

Key Responsibilities:

  • Provide advisory support to clients on wealth management services and investment expertise
  • Analyze complex operational problems and develop solutions to adapt existing concepts
  • Represent National Bank in the deployment of Wealth Management enhancements/projects independently
  • Collaborate with colleagues to ensure quality of service and delivery of projects

What We Offer:

  • Competitive compensation package, including salary and benefits
  • Opportunities for professional growth and development through training and mentorship
  • A dynamic and inclusive work environment that values diversity and teamwork
  • Access to cutting-edge collaboration tools and technology

Requirements:

  • Completed bachelor's degree in a related discipline
  • Strong experience in investment transactions and business sector (commercial and wealth management)
  • Ability to communicate effectively, both verbally and in writing
  • Ability to work under pressure and adapt to a dynamic environment

We are an equal opportunities employer and welcome applications from diverse candidates. If you are passionate about wealth management and customer service, we encourage you to apply.

Estimated Salary: $85,000 - $110,000 per year.

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