Wealth Management Advisor
19 hours ago
We are seeking a seasoned Wealth Management Advisor to join our team in Montreal. As an Investment and Retirement Specialist, you will play a key role in developing and executing investment strategies tailored to the needs of high-net-worth individuals and families.
Key Responsibilities:- Increase client savings by offering integrated financial solutions aligned with their profiles
- Conduct prospecting to develop your client base and expand your network
- Create personalized retirement plans and strategies for clients
- Collaborate with branch advisors as a specialist on investment and retirement products
- Provide coaching to financial advisors on complex topics such as pension plans, retirement, tax consequences of divorce or death, and annuities
- Lead client conferences on investment and retirement planning issues
- Stay informed on market developments and new trends
- College diploma, university certificate, bachelor's or master's degree in a related field
- Mutual fund representative (MFR) licence
- Business development experience
- Excellent knowledge of investment products
- Competitive salary: $60,000 - $80,000 per year
- Health and wellness program
- Flexible group insurance
- Generous pension plan
- Employee Share Ownership Plan
- Employee and Family Assistance Program
- Preferential banking services
- Opportunities to get involved in community initiatives
- Telemedicine service
- Virtual sleep clinic
National Bank is a leading bank in Canada, known for its commitment to customer satisfaction and community involvement. We offer a dynamic work environment and a wide range of benefits to support your career growth and well-being.
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Wealth Management Advisor
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