Senior Wealth Management Specialist

3 weeks ago


Montreal, Quebec, Canada National Bank Full time

Overview: The National Bank is a forward-thinking institution that values innovation and customer satisfaction. As a Senior Wealth Management Specialist, you will be part of a team dedicated to providing exceptional financial services to high-net-worth clients.

Compensation: This role offers an estimated salary range of $120,000 to $180,000 per year, commensurate with experience, in addition to a comprehensive benefits package.

Job Description:

As a Senior Wealth Management Specialist, your primary responsibility will be to develop and maintain strong relationships with our affluent clients. You will work closely with the Commercial & Private Banking 1859 team to provide tailored financial solutions and advice to meet their unique needs.

  • Develop business opportunities by identifying new potential clients and building on existing relationships.
  • Collaborate with internal partners to create comprehensive financial plans that align with client goals.
  • Provide expert guidance on investment strategies, risk management, and tax planning.
  • Rigorously monitor client portfolios and adapt recommendations as needed to ensure optimal performance.
  • Ensure seamless communication and exceptional customer service across all touchpoints.

Required Skills and Qualifications:

To succeed in this role, you will require:

  • A Bachelor's degree related to finance or a related field, along with at least 7 years of relevant experience, or a Master's degree with 5 years of experience.
  • Completed Securities Trading Course and Standards of Conduct Handbook.
  • Holding a professional title such as CFA, FICVM, CPA, or Pl.Fin is desirable.
  • Proven ability to build lasting relationships with high-net-worth clients.
  • Expert knowledge of investment products, financial markets, and economic trends.
  • Familiarity with taxation, retirement planning, and estate planning principles.

Benefits:

The National Bank offers a competitive compensation package, including:

  • Comprehensive health and wellness program.
  • Flexible group insurance options.
  • Generous pension plan.
  • Employee Share Ownership Plan.
  • Employee and Family Assistance Program.
  • Preferential banking services.
  • Opportunities for community involvement.
  • Telemedicine service.

Others:

The National Bank is committed to fostering a diverse and inclusive workplace culture. We actively listen to employee feedback and encourage open communication. Our dynamic work environments and cutting-edge collaboration tools support a positive employee experience. Come join us and live your ambitions.



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