Strategic Wealth Management Expert

1 week ago

Granby, Canada National Bank Full time

A career as a Strategic Wealth Management Expert at National Bank Financial - Wealth Management, within the McGale Duquette Durand Dufour team, means contributing to the development of innovative financial strategies that make a tangible impact on our clients' lives. This role allows you to leverage your expertise in finance and wealth management in a collaborative and stimulating environment.

Your Key Responsibilities

  • Collaborate closely with other team members and support them in preparing client files and delivering high-quality services.
  • Assess and identify client needs in financial planning and propose tailored solutions.
  • Draft various types of financial plans (partial and comprehensive).
  • Prepare retirement projections and provide personalized follow-ups with clients.
  • Work with clients to develop action plans suited to their situation and oversee implementation in collaboration with their external professionals.
  • Build trust-based relationships with clients to ensure their loyalty and generate new asset inflows.
  • Identify and highlight business opportunities, particularly in financial security.

About Your Team

The McGale Duquette Durand Dufour team is known for its personalized approach and commitment to excellence. With a collaborative and innovative culture, we promote continuous learning and professional development. You will work alongside colleagues who are passionate about wealth management.

We Offer

A competitive salary range of $85,000-$110,000 per year, depending on experience, plus a wide range of flexible benefits to help promote your wellbeing and that of your family. These include:

  • Health and wellness program, including many options
  • 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

We're Putting People First

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.

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