Wealth Management Advisor

19 hours ago


Montreal, Quebec, Canada National Bank Full time

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
Requirements:
  • 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
Benefits:
  • 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
About National Bank:

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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