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Wealth Management Advisor

4 weeks ago

Montreal, Quebec, Canada National Bank Full time
Role Overview

As a key member of the National Bank Financial Wealth Management team, you will play a vital role in supporting the success of wealth advisors across Canada. This exciting opportunity will allow you to leverage your expertise in wealth management to develop tailored solutions for clients, collaborate with advisors, and gain insight into the day-to-day responsibilities of an investment advisor.

Key Responsibilities
  • Act as a trusted advisor and expert within the Strategy and Investment Solutions team.
  • Collaborate with wealth advisors to develop and implement client-centric solutions.
  • Support team initiatives, including data analysis, investment meetings, and business discussion workshops.
  • Produce reports and conduct analyses to inform strategic decision-making and support advisors in their client-facing decisions.
  • Stay informed of industry trends and changes, and participate in initiatives to improve service offerings.
Requirements
  • Bachelor's degree in business administration or a related field.
  • At least 2 years of experience in the business world, with a strong understanding of wealth management principles.
  • Excellent communication and interpersonal skills, with the ability to develop collaborative relationships with colleagues and advisors.
  • Strong analytical and problem-solving skills, with the ability to work in a fast-paced environment.
  • Proficiency in Microsoft Excel, PowerPoint, and other collaboration tools.
What We Offer

As a valued member of our team, you will have access to a comprehensive benefits package, including health and wellness programs, flexible group insurance, and a generous pension plan. You will also have opportunities to participate in community initiatives and develop your skills through ongoing training and development programs.

About Us

National Bank is a leading financial institution that values partnership, agility, and empowerment. We are committed to creating a positive impact on people's lives and fostering a culture of inclusivity and diversity. If you are passionate about wealth management and committed to excellence, we encourage you to apply for this exciting opportunity.