Strategic Wealth Advisor

2 weeks ago

Vald'Or, Quebec, Canada National Bank Full time
Job Summary:

We are seeking a talented Strategic Wealth Advisor to join our team at National Bank. As a Financial Services Professional, you will be responsible for supporting clients in achieving their financial goals. Your role will involve managing client portfolios, offering tailored solutions, and collaborating with specialists to meet client needs.

Your Responsibilities:
  • Diligently support and manage client portfolios to help them achieve their financial objectives.
  • Offer clients the best solutions on the market to meet their financial needs.
  • Collaborate with various specialists from different sectors of the Bank to ensure client needs are met.
  • Build strong relationships with a wide range of specialists to guide you in your advisory role.

Your Team:
National Bank Financial – Wealth Management is a leading mutual funds brokerage firm in Canada, with close to 1,000 investment advisors managing the assets of over 400,000 clients in about 100 branches. You will work closely with clients, investment assistants, and senior investment assistants to attract clients and build long-lasting relationships.

Our Offer:
We want to contribute to your quality of life by offering a hybrid work model, flexible work arrangements, and leave options to help you achieve work-life balance. We also offer a range of benefits, including health and wellness programs, flexible group insurance, and employee share ownership plans. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience, and we actively listen to employees' ideas through regular feedback and communication.

Languages: French

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