Wealth Management Consultant

2 weeks ago


Montreal, Quebec, Canada Banque Nationale du Canada Full time

A fulfilling career as a Private Wealth Advisor in the Commercial & Private Banking team means acting as a trusted financial specialist for high-net-worth clients. This role allows you to make a positive impact on our organization, thanks to your skills in providing exceptional customer service, your ability to build strong trusting relationships and your knowledge of financial planning.

The ideal candidate will have:

  • Bachelor's degree related to the sector of activity and a minimum of 7 years of relevant experience OR master's degree related to the sector of activity and a minimum of 5 years of relevant experience or any other relevant combination of experience and training.
  • Knowledge of taxation, retirement planning and estate planning.

We offer a competitive salary of $120,000 - $180,000 per year, depending on experience. Additionally, upon hiring, you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

In addition to these benefits, you'll have the opportunity to work with a talented team of professionals, receive personalized training content on topics such as financial planning, financial markets and investment solutions, and participate in community initiatives.

About the Role:

This is an exciting opportunity to join our team of dedicated professionals who are passionate about delivering exceptional client service and making a positive impact in the community. If you're a motivated individual with a strong work ethic and a passion for financial planning, we encourage you to apply.

Key Responsibilities:

  • Provide wealth management advisory services to high-net-worth clients, identifying opportunities to increase assets under management.
  • Develop and implement tailored financial plans, ensuring rigorous monitoring of portfolios and frequent contact with clients.
  • Work collaboratively with colleagues across all business lines to deliver exceptional client service.

About Us:

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. We foster inclusion in an environment where each person's unique qualities, whether visible or invisible, are celebrated and valued.



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